Episode Details
Back to EpisodesAG Squawk AM 9/1/2026 with Jed Sidwell | BIG Day in Ag Market News
Description
We run a rapid morning dashboard of cattle, hogs, corn, soybeans, and wheat, then connect the overnight grain spike to weather risk and a major EPA policy surprise. We also break down a new USDA heifer retention protection concept and end with why higher Treasury yields can squeeze farm margins even when commodity prices improve.
• early price action in live cattle, feeder cattle, and lean hogs
• new crop corn, November soybeans, and Chicago wheat levels after an overnight spike
• September heat wave impacts and tropical storm rain potential for Texas
• EPA small refinery exemptions and 1.76 billion RINs affecting the 2025 RFS
• soybean oil gap higher and what it implies for crush demand
• USDA Ranchers First Initiative and the Brand endorsement for bred heifer retention risk
• 10-year and 30-year yield moves and why interest rates hit operating notes
• key reports on the calendar including Purdue Ag Sentiment and manufacturing PMIs
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