Episode Details
Back to EpisodesAG Squawk with Davis Michaelsen | Brian Grete | Market Update
Description
We watch corn, soybeans, and wheat tumble as trade headlines collide with fund positioning, then zoom in on what the break below $13 in November beans could mean next. We also get real about soggy harvest conditions, basis moves, and the reports and policy details that can still change the story fast.
• export inspections recap for corn, soybeans, and wheat
• Iowa steel mill headline and what it could signal regionally
• why funds sell when a range breaks and $13 fails
• harvest seasonality, hedge pressure, and what that does to futures
• soybean basis strength near crush plants despite falling futures
• wheat demand constraints, Black Sea disruption, and global trade flows
• Europe heat impacts corn more than wheat, potential for more EU corn imports
• ethanol exports as a supportive part of the corn balance sheet
• cattle recovery as a grind higher, hogs seasonally weak
• Mexico corn demand context and the cattle flow angle
• TRQs explained, tariff rollback list, and why soybeans being excluded matters
• what to watch in the USDA grain stocks and small grains summary, including feed and residual
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