Episode Details
Back to EpisodesAG Squawk with Davis Michaelsen | WASDE Whiplash
Description
We hustle through a short Friday market report from Nashville, breaking down the latest USDA WASDE numbers and the midday futures reaction across grains and livestock while markets are still open. We also step back for a September 11 reflection on memory, unity, and why it’s worth telling the story to the next generation.
• Flash corn sale to Mexico for the 2026-27 marketing year
• Delayed export sales with corn and soybeans above expectations and wheat below
• Early “duck and cover” trade in grains before the USDA data
• Corn WASDE with a lower yield estimate and a higher on-farm price projection
• Soybean WASDE with tighter ending stocks and a higher on-farm price projection
• Wheat weighed down by larger global crops and world ending stocks
• Post-report price action with grains turning lower while cattle rally and hogs weaken
• Additional notes on mixed signals across ag including livestock demand concerns
• Weather outlook for wheat country rain chances plus fire weather and storm risks
• September 11 remembrance and a personal story of seeing the second plane hit
• Quick recap of this week’s guests and a preview of Monday’s market talk
Tommy's Premium Subscription: www.agbull.com
AgBull Audio and Video Links
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.