Episode Details
Back to EpisodesAG Squawk with Davis Michaelsen | Harvest Headwinds
Description
We close out a frustrating Friday with soggy harvest conditions, fresh yield estimates, and a hard look at what the markets do when they cannot get real field data. We also track diesel driven cost pressure, trade headlines from Canada and China, a new wolves documentary, and the weekend weather setup.
• flooding concerns in Grundy County, Iowa and what delayed harvest can do to market psychology
• StoneX versus S&P Global yield estimates for corn and soybeans and why the spread matters
• grain and livestock futures recap including corn losing the five handle and cattle pressure versus stronger hogs
• Farm Bureau diesel cost modeling and how fuel inflation hits harvest budgets
• fertilizer price index versus expected new crop revenue and the margin squeeze story
• Canada US tariff war tone and the impact of political rhetoric on negotiations
• China trade treatment for beef and pork and why exports matter for herd rebuilding incentives
• “Minnesota Fed to the Wolves” and the clash between wildlife policy and property rights
• weather outlook for heavy rain risk, California heat, and the Midwest drying window
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