Episode Details

Grains started the week lower, and John Heinberg with Total Farm Marketing says money flow out of the ag sector may matter as much as fundamentals. On Monday's Market Talk, John breaks down corn falling through its post-report low, early better-than-expected yields, a skeptical look at corn export demand andslow wheat exports. He also looks at a a cattle rally and hedging thoughts, a fast dairy rebound, and a hog market the funds still control. John also shares risk management reminders as harvest and storage decisions pile up.

Also on today's show, Jeff Hoogendoorn with Professional Ag Marketing says USDA's yield number may be the high end of what the countryside is telling him. Jeff also breaks down a split livestock market: strong demand for high-end beef, soft pork demand, and a pork export headwind. Plus, early talk on whether a wide soybean-to-corn ratio pushes more bean acres in 2027.