Episode Details
Back to EpisodesAG Squawk AM 10/5/2026 with Tommy Grisafi | Brazil Election Bolsonaro
Description
We map out why overnight trade turns two-sided and why all eyes stay locked on Friday’s USDA report. We also dig into fund positioning, harvest weather, Brazil’s election and currency moves, and what all of it could mean for corn, beans, wheat, cattle, and hogs.
• early grain read on corn, beans, wheat, and soybean oil strength
• cattle and hog market softness alongside higher feed and diesel costs
• Midwest harvest pace outlook and rain risks, plus South America planting watch
• open interest and Commitment of Traders signals as funds start exiting corn and trimming beans
• Brazil election uncertainty, the Brazilian real, and export competitiveness implications
• soybean oil stocks surprise, crude oil drift, and the day’s U.S. data calendar
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