Episode Details
Back to EpisodesAG Squawk with Davis Michaelsen | Brian Hoops | Commodity News Hits Mainstream Media
Description
We size up the late-August market mood as grains brace for September, with early seasonal lows, heavy fund positioning, and weather stress colliding at once. We also zoom out to cattle demand, wheat planting challenges, and biofuels policy so you can make clearer marketing calls heading into harvest.
• harvest safety reminder as combines roll
• export sales and export inspections context for corn soybeans and wheat
• shifting seasonal tendencies with lows arriving earlier than past decades
• fund length in corn and what crowded sentiment can signal
• why mainstream media attention can align with market tops
• cattle market pressure from trend-following funds despite improving demand signals
• how upcoming private crop estimates could validate or break corn’s rally
• soybean yield concerns from ratings and double-crop heat stress
• wheat planting incentives versus Plains dryness and Black Sea realities
• EPA exemptions RVO chatter and implications for soybean oil and ethanol
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