Episode Details
Back to EpisodesAG Squawk AM 7/23/2026 | Overnight Grain Rally Update
Description
We track a fresh overnight rally in grains and connect the move to shifting crop weather across the Midwest. We also break down a steep feeder cattle drop, preview the Cattle on Feed report, and tie in stock market volatility driven by AI spending and higher oil.
• livestock recap with live cattle down, feeder cattle sharply lower, lean hogs steady
• Corn Belt forecast with short-term cool relief and weekend heat returning
• Heavy rain and flooding risk in the mid-Atlantic, drought relief for dry areas
• Grain markets rallying overnight as crop conditions drive price discovery
• Cattle-on-feed setup with front-end supply buildup and heavyweight cattle pressure
• Stocks slipping after Alphabet and Tesla earnings and rising AI cost concerns
• Oil strength linked to overseas conflict and broader market risk tone
• Heifer retention data as a small but meaningful herd rebuild signal
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