Episode Details
Back to EpisodesAG Squawk AM 9/10/2026 with Jed Sidwell | What If the Biggest Risk Is Ignoring Outside Markets?
Description
We run through the morning ag markets setup, from cattle and hog moves to overnight grain strength and a weather shift that finally brings helpful moisture. We also prep for the WASDE report, zoom out to beef imports versus exports, and connect an AI chip headline to why outside markets can still move agriculture.
• Live cattle, feeder cattle, and lean hogs closing levels as a quick demand check
• Overnight quotes in December corn, soybeans, and Chicago December wheat
• Rain reaching the southeastern Corn Belt and Southern Plains with benefits for hard red wheat
• Cooler Northern Corn Belt temps and the feel of fall heading into harvest
• WASDE report expectations, wide estimate ranges, and why education beats guessing
• Using USDA data for hedging and fall risk management
• US beef prices attracting competition and widening the import-export conversation
• TSMC revenue surge, AI chip demand, and why macro and tech headlines matter
• Caterpillar as a real-world link between ag and data center buildout
• Today’s economic calendar: jobless claims, PPI, home sales, natural gas, EIA stocks
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