Episode Details
Back to EpisodesAG Squawk | Davis, Tommy, and Jed talk Markets
Description
We roll through a fast market recap, then pivot hard into cattle after a surprise power outage changes the day’s guest plan. We break down why cattle futures are under pressure even with tight long-term supply, and why cash signals, weather stress, and risk planning matter right now.
• corn, soybeans, and wheat close and what actually moved markets
• Why mid-July demands a real harvest selling plan for cash flow
• range-bound corn trade and what could break it
• China demand expectations and why wheat could be a sleeper
• crude oil volatility and harvest diesel risk management
• How ag media is changing fast and why companionship beats “content”
• cattle correction talk, front-end supply, and perishable reality in July heat
• cash market strength, basis, and why local sale barns still set the tone
• beef-on-dairy growth, beef imports for the grinder, and what shifts next
• New World screwworm status and broader cattle health headlines tied to weather
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