Episode Details
Back to EpisodesAG Squawk AM 9/29/2026 with Jed Sidwell | Markets, Weather, And Border Moves
Description
We run through the morning board across cattle, hogs, corn, soybeans, and wheat, then zoom in on the weather pattern that is keeping parts of the Corn Belt too wet to move. We also dig into border-driven supply questions with Mexico cattle imports still far below normal and fresh Canada import restrictions that could ripple across consumer goods and agriculture.
• fat cattle and feeder cattle futures lower while lean hogs stay mixed
• corn, soybeans, and Chicago wheat quotes and what the early strength in corn suggests
• heavy rain from Hurricane Polo remnants delaying harvest and complicating hard red winter wheat planting
• USDA crop progress ratings and harvest pace plus the sharp regional split between the South and Iowa
• Mexico border cattle flow after a second port opens yet volumes remain well under normal
• Canada import restrictions and a long list of impacted goods including whey and alcoholic beverages
• economic calendar highlights House Price Index, Consumer Confidence, and JOLTS
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