Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.

We run the morning checklist that moves ag markets, from cattle and hog futures to weather risk and an overnight grain slide. We also dig into a record-large managed money short in lean hogs and a surprising Apple lawsuit tied to OpenAI and the broader AI trade story.
• Live cattle and feeder cattle pricing snapshot across contracts
• Lean hogs selling pressure and what it signals
• Warming and drying outlook with 100+ degree heat in the Northern Plains
• Ongoing dryness in the hard red wheat belt and the timing of possible relief
• Sharp overnight drop in corn and soybeans with wheat less affected
• Managed money positioning in lean hogs near the largest gross short since 2006
• Tight supply narrative with a small US sow herd and higher productivity
• Apple suing OpenAI over alleged trade secret theft and why AI still matters to traders
• Key economic calendar items including NFIB, ADP, CONAB and CPI

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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.

We track a choppy market day, then zoom in on why crude oil headlines and a friendlier USDA report have corn traders starting to lean bullish. We also talk weather risk, export demand, fund positioning, ethanol and soybean oil, then leave you with a clear hedging idea for December corn.
• mixed closes across grains and livestock, with crude oil shooting higher
• Why Strait of Hormuz headlines keep reigniting the energy market
• What the latest USDA numbers change for corn ending stocks and demand
• How heat and rainfall forecasts can push December corn out of a range
• Field-level crop checks from central Illinois and how that frames yield risk
• Export inspections, China potential, and why demand still matters
• Balanced fund position and how it can fuel a move either direction
• Ethanol demand basics, RINs at a high level, and soybean oil’s strength
• Actionable grain marketing thoughts on HTAs, carry, and the Dec-Mar spread

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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.

We walk through a wild morning where crude oil surges, stocks slide, and ag markets react in real time. We connect the dots between energy, inflation, interest rates, grain futures, cattle costs, and the weather threats that matter most during pollination.
• crude oil strength and why it ripples through farm expenses
• grain market snapshot for corn, soybeans, wheat, oats, soybean oil, and meal
• outside markets pressure and what it signals for risk appetite
• Why higher input prices can push interest rates higher
• cattle market struggles and the cost of placing cattle
• Iran and the Strait of Hormuz headline as a recurring market disruptor
• pollination weather setup, the dome, and what ridge riders could change
• Europe and wheat risk, including Black Sea impacts
• USDA report reaction and why the corn balance sheet matters
• key technical levels on December corn: 440 support and 480 resistance
• What to watch next: Fed speakers, export inspections, and crop progress
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Tommy's Premium Subscription: www.agbull.com

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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.