Episode Details
Back to EpisodesAG Squawk AM 7/17/2026 | Smoke, Heat, And Wheat Markets Under Stress
Description
We track a smoky Midwest morning and what heat and limited rainfall could mean for stressed wheat areas, especially spring wheat. We also break down a Kansas City wheat surge tied to Russia Ukraine conflict risk, then zoom out to beef demand strength and a NASDAQ slide driven by AI and chip fears.
• Lean hogs holding near $100 with limited movement across months
• Smoke and air quality concerns plus hot, dry weather risk for wheat regions
• Kansas City wheat limit-up move tied to Black Sea export disruption risk
• Retail beef prices staying high while demand indicators remain resilient
• NASDAQ 100 sell-off and why outside markets still matter for agriculture
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