Episode Details
Back to EpisodesAG Squawk AM 9/23/2026 with Jed Sidwell | When Food Markets Meet AI Geopolitics
Published 1 month ago
Description
- We walk through early market action, a weather setup that shapes harvest pace, and what crop condition ratings are really saying about corn across the country. We also zoom out to cattle weights and the outside-market pressure coming from the Trump–Xi summit where AI safety and chip export controls stay in focus.
- • Feeder cattle and lean hog price check alongside grains
- • Southern Plains rain shifts west with drier weekend outlook
- • Eastern Corn Belt harvest window staying clean with no frost risk
- • Good to excellent corn conditions tied directly to regional weather patterns
- • Dryness in the Plains and Dakotas versus persistent wetness elsewhere
- • Cattle weight cycle trends and the question of a future plateau
- • Trump–Xi summit headlines with AI safety talks and national security concerns
- • Export controls, advanced NVIDIA chips, and AI distillation as sticking points
- • Today’s key economic calendar items to watch
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