Episode Details
Back to EpisodesAG Squawk AM 7/14/2026 | Weather Shifts, Grain Sell-off, And A Record Hog Short
Description
We run the morning checklist that moves ag markets, from cattle and hog futures to weather risk and an overnight grain slide. We also dig into a record-large managed money short in lean hogs and a surprising Apple lawsuit tied to OpenAI and the broader AI trade story.
• Live cattle and feeder cattle pricing snapshot across contracts
• Lean hogs selling pressure and what it signals
• Warming and drying outlook with 100+ degree heat in the Northern Plains
• Ongoing dryness in the hard red wheat belt and the timing of possible relief
• Sharp overnight drop in corn and soybeans with wheat less affected
• Managed money positioning in lean hogs near the largest gross short since 2006
• Tight supply narrative with a small US sow herd and higher productivity
• Apple suing OpenAI over alleged trade secret theft and why AI still matters to traders
• Key economic calendar items including NFIB, ADP, CONAB and CPI
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