Episode Details
Back to EpisodesAG Squawk AM 10/9/2026 with Jed Sidwell | WASDE Report Day!
Description
We tee up the October WASDE release and explain why this report carries real weight because it leans on actual harvest data. We also run through overnight markets, storm-driven weather risk, beef import trends, and why high fuel costs can squeeze margins even when demand holds up.
• livestock markets pull back then recover into the close
• corn, soybeans, and wheat quotes set the pre-WASDE tone
• hurricane forecast and rain timing tied to harvest pace and wheat planting moisture
• October WASDE as the first yield check grounded in real field results
• corn yield history since 2000 showing October can move either direction
• beef imports near 520 million pounds and up year over year, driven by price and currency dynamics
• Delta fuel-cost story as a parallel to agriculture’s high input costs amid steady demand
• key economic releases on the calendar, including sentiment, WASDE, and commitment of traders
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