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TitreDateDurée
10/26/26 Market Talk23 oct. 202600:39:35

Joining Jesse Allen is David Widmar

Joining Susan Littlefield is Scott Varilek and David Ericson.

10/23/26 Midday Markets with Arlan Suderman23 oct. 202600:05:31

Midday grain markets are seeing some healthy follow-through, with soybeans and wheat posting a nice bounce. Corn, meanwhile, is beginning to feel harvest pressure as combines continue to bring in the crop.

Soybean quality remains a concern as harvest reveals discolored beans, including brown and purple shades linked to fungal issues following wet weather. That discoloration could create challenges for export markets, particularly shipments moving through Pacific Northwest ports to Asia.

Soybean demand remains a key market focus, while traders continue to balance export interest against harvest pressure and quality concerns.

In the livestock trade, positioning is underway ahead of this afternoon’s USDA Cattle on Feed and Cold Storage reports. Traders will be looking for fresh insight into feedlot supplies and beef inventories as the cattle market weighs its next move.

Friday midday markets with Arlan Suderman at StoneX

Thursday, October 22nd, 2026- Bryan Doherty and Brad Kooima22 oct. 202600:39:59

Bryan Doherty, Senior Market Advisor at Total Farm Marketing, joins Market Talk to break down Thursday's grain close, why wheat keeps sliding, the corn yield debate, harvest storage decisions, and what to watch in cattle, hogs and dairy. Corn and bean selling dried up, but is a low in? Bryan explains why fund liquidation and harvest pressure still have the upper hand, why farmers' yield reports do not match USDA's number, and why he says now may be a smart time to lock in feed costs. More at https://www.totalfarmmarketing.com.

Also, will the cash market wait until after Friday’s Cattle on Feed report, or will stronger prices show up this week? On this week’s Cattle Chatter, Brad Kooima with Kooima Kooima Varilek breaks down tighter supplies, heavier cattle, heifer retention and stronger sale barn prices. He also answers viewer questions about President Trump’s executive orders aimed at supporting American ranchers and improving transparency in livestock markets. Plus, what role could NASDAQ play in the future of cattle futures trading?

Midday Commentary 10/22/26- Arlan Suderman22 oct. 202600:04:02

Soybeans and soybean oil are the leaders at midday while it is mixed to lower trade elsewhere. We talk about it with Arlan Suderman, Chief Commodities Economist at StoneX, in our Market Talk Midday Commentary.

Wednesday, October 21st, 2026- Mike Zuzolo21 oct. 202600:40:00

Mike Zuzolo of Global Commodity Analytics joins Market Talk to break down wheat's slide toward major support, what El Nino rains in southern Brazil could mean for soybeans and corn, why Illinois basis levels point to a shorter corn crop, and what USDA's new cash cattle reports and Friday's Cattle on Feed report could mean for livestock futures. Learn more from Mike Zuzolo at Global Commodity Analytics: www.globalcommresearch.com.

We also hear from Susan Littlefield as she talked with Arlan Suderman, Chief Commodities Economist at StoneX, with a recap of Wednesday's trade in Segment One and a look at ag news headlines to close the show in Segment Four.

Tuesday, October 20th, 2026- Tyler Schau and Tommy Grisafi20 oct. 202600:39:59

On today's show, Tommy Grisafi of Ag Bull Media and Nesvick Trading Group joins Market Talk host Jesse Allen to react to the new $8 billion Harvest Fuel Relief program announced by the Trump administration. Tommy explains why government aid can pressure futures, what harvest pressure means for corn near $4.60, how a wild day in crude oil is rippling through grains, and why cattle are finding support.

Later, Tyler Schau of AgMarket joins us to break down a cattle market that keeps grinding higher while grains slide after the October WASDE. Tyler explains why cattle barely reacted to Mexican border headlines, what to expect from Friday's Cattle on Feed report, why hogs can't keep pace with beef, how fund selling is shaping corn, soybeans and wheat, and why farmers may be locking the bin door after the new $8 billion Harvest Fuel Relief program announcement.

Midday Commentary 10/20/26- Arlan Suderman20 oct. 202600:05:00

We saw the grain markets trading lower at midday while cattle were pushing higher. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss the markets and the news of $8 billion of relief for farmers announced by President Trump on Monday evening.

Monday, October 19th, 2026- John Heinberg and Jeff Hoogendoorn19 oct. 202600:41:58

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.

Midday Commentary 10/19/26- Arlan Suderman19 oct. 202600:05:42

Grains are showing some pressure while the livestock markets are mixed to higher as we start the week. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss the early week market action and the 39th anniversary of "Black Monday" on Wall Street.

Friday, October 16th, 2026- Naomi Blohm and Joe Kooima16 oct. 202600:39:59

It was a lower week for the grain markets with cattle futures sitting on the verge of a potential breakout to the upside as we wrapped up the week.

In Segment Two, Joe Kooima of Kooima Kooima Varilek in Sioux Center, Iowa, joins Jesse Allen to break down a big week for cattle. Cash trade finally moved higher, futures are pushing into chart resistance, and ICE says it plans to launch cattle and hog futures to compete with CME. Joe also covers hogs, harvest pressure in the grains and why producers should not fall asleep on marketing decisions for next year.

Then later in the show, Naomi Blohm, Senior Market Advisor with Total Farm Marketing, joins us to break down a week of harvest pressure in the grain markets. She covers fund selling in soybeans, why corn farmers should circle January and February on the calendar, where wheat may offer value, how inflation and a stronger dollar could weigh on ag, and whether cattle can finally break out.

Midday Commentary 10/16/26- Arlan Suderman16 oct. 202600:04:59

We saw more pressure in the grain markets on Friday with a higher day brewing in livestock at midday. Meantime, traders and analysts continue to react to this week's inflation data. Arlan Suderman, Chief Commodities Economist at StoneX joins us to discuss in our Midday Commentary for Friday, October 16th, 2026.

Thursday, October 15th, 2026- Bryan Doherty, Brad Kooima and Mike Castle15 oct. 202600:40:01

Soybeans broke support, corn hit its lowest close since August, and harvest pressure is in full swing. Bryan Doherty, Senior Market Advisor at Total Farm Marketing, joins Jesse Allen on Market Talk to break down the grain selloff, the dollar and interest rate pressure, on-farm storage strategy, and the outlook for cattle and dairy. Find more online at www.totalfarmmarketing.com.

Also, southern cash cattle trade saw some early movement this week, but numbers remained light. On this week’s Cattle Chatter, Brad Kooima of Kooima Kooima Varilek discusses the potential for stronger cash movement as cattle supplies tighten in the South while heavier cattle remain in the North. Moving more Iowa and Nebraska cattle into southern feeding and processing regions, including Kansas and Texas, could become an important factor. However, concerns remain about the lack of competition in the cash market. With fundamentals still uncertain, Kooima also looks at whether the cattle market could be setting up for a technical breakout.

Plus in Segment One, we get the show started with Mike Castle from StoneX who shares perspective on the grain markets and the hot inflation data out on Thursday.

Midday Commentary 10/15/26- Mike Castle15 oct. 202600:07:53

We saw a hotter than expected Producer Price Index released on Thursday along with mixed to lower action in the grain and oilseed trade. Mike Castle, Senior Commodities Economist at StoneX, joins us to discuss in our Midday Commentary for Thursday, October 15th, 2026. ***Always remember the risk of trading futures and options can be substantial.

Wednesday, October 14th, 2026- Mike Zuzolo and Jim Emter14 oct. 202600:40:01

Mike Zuzolo of Global Commodity Analytics joins Market Talk, powered by Brevant Seeds, to break down a lower midweek trade on Wednesday where two potential freight trains may have collided for the commodity markets. A hotter inflation report sent the dollar and Treasury yields higher, even as corn and wheat export demand builds. Mike also covers wheat and crude oil correlation, corn and the world picture, fund positioning in wheat and soybeans, and a live cattle chart he says means "go time" for the cattle trade. Learn more or start a free trial with Mike: www.globalcommresearch.com

Also on today's show, we begin in Segment One with Jim Emter from Van Ahn & Company who shares some technical outlook in the grain and livestock trade. Then at the end of the show in Segment Four, we hear from StoneX Regional Director Ryan Moe who shared some market analysis and perspective during Wednesday's Midday Commentary.

Midday Commentary 10/14/26- Ryan Moe14 oct. 202600:05:13

Grain markets are mostly lower at midday and midweek Wednesday after we start the session fairly well in soybeans. Ryan Moe, Regional Director at StoneX, joins us to discuss soybean spreads, harvest pressure, diesel/energy prices and more in our Market Talk Midday Commentary for Wednesday, October 14th, 2026. Always remember the risk of trading futures and options can be substantial.

Tuesday, October 13th, 2026- Jim McCormick13 oct. 202600:40:01

We saw a mixed to lower day in the grain and livestock markets on Tuesday. Jim McCormick with AgMarket joins us to discuss harvest pressure in the markets, EPA's proposal to reallocated waived gallons from small refinery exemptions impact in the soybean market, more fallout from the October WASDE and some thoughts on inflation, meat demand and more. Find more online by visiting https://www.agmarket.net.

Midday Commentary 10/13/26- Arlan Suderman13 oct. 202600:03:24

It's a mixed market trade across commodities at midday on Tuesday. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for analysis in our Market Talk Midday Commentary.

Monday, October 12th, 2026- John Heinberg, Mike Minor and Eric Snodgrass12 oct. 202600:41:56

What's the outlook for corn, cattle and hogs after USDA's October WASDE surprise. John Heinberg of Total Farm Marketing explains what the 1.85 billion bushel corn carryout means for December corn, why storing grain needs a floor, and what is driving a technical breakout in cattle. Also, is corn already priced where it should be? Mike Minor of Professional Ag Marketing breaks down the October WASDE fallout, an 11.3% stocks-to-use ratio, where fund positions stand, and why cattle prices differ between the North and South.

And, Nutrien Ag Solutions atmospheric scientist Eric Snodgrass joins Market Talk for the weekly weather update. He breaks down Hurricane Isaias and how AI forecast models handled the track, the storm system that could start to close the harvest window, what a developing El Niño means for winter, and why he expects U.S. drought coverage to fall sharply by spring. He also checks in on planting progress in Brazil and Argentina. More weather information: agweather.com

Midday Commentary 10/12/26- Arlan Suderman12 oct. 202600:05:41

A much quieter, mixed market trade to start the week on Monday. We break down more of the aftermath from the October WASDE report and talk markets with Arlan Suderman, Chief Commodities Economist at StoneX, in our Midday Commentary.

Friday, October 9th, 2026- Karen Braun and Joe Kooima09 oct. 202600:40:00

Corn took a hard hit after USDA's October WASDE surprised the trade with a bigger corn yield, while cattle futures closed the week with strength and hogs stayed under pressure. Joe Kooima of Kooima Kooima Varilek Trading in Sioux Center, Iowa joins Market Talk to break down the report, what moved the grains, why the cattle market is a two-tiered story, and what is weighing on hogs. He also shares a reminder for producers as harvest rolls on: one October report is not the final word, and your marketing plan still matters. More at https://www.kkvtrading.com.

USDA's October WASDE report raised the national average corn yield from 178.5 to 181.2 bushels per acre, and the trade did not see it coming. Karen Braun, Chief Market Analyst at Zaner Ag Hedge, joins Market Talk to break down the surprise: what early harvest reports were saying, why the September to October jump is so unusual, where the extra bushels showed up by state, and why January can still change the story. She also covers soybeans and China, the South American crop outlook, wheat and Russian exports, and what farmers should keep in mind as they rethink their marketing plans. Find more at https://www.zaner.com.

Midday Commentary 10/9/26 (October WASDE Recap)- Arlan Suderman09 oct. 202600:05:32

USDA raised its yield estimates for both corn and soybeans in the October WASDE. The bigger corn crop lifted projected 2026/27 ending stocks by more than a quarter of a billion bushels. Arlan Suderman, Chief Commodities Economist at StoneX, joined us for a recap in our Market Talk Midday Commentary.

Thursday, October 8th, 2026- Bryan Doherty and Brad Kooima08 oct. 202600:40:01

Is corn at a critical pivot point? Bryan Doherty, Senior Market Advisor with Total Farm Marketing, joins Jesse Allen on Market Talk, powered by Brevant Seeds, to break down Thursday's grain, livestock and dairy markets ahead of USDA's October WASDE report.

Also, is the cattle market setting up for a period of sideways trade? On this week’s Cattle Chatter, Brad Kooima with Kooima Kooima Varilek takes a closer look at the fundamentals and explains why he’s not particularly friendly toward the market right now.

Midday Commentary 10/8/26- Arlan Suderman08 oct. 202600:05:04

We see some pressure across commodities on Thursday with soybeans the downside leader at midday. Arlan Suderman with StoneX joins us to discuss in our Market Talk Midday Commentary for Thursday, October 8th, 2026.

Wednesday, October 7th, 2026- Mike Zuzolo and Lee Ericson07 oct. 202600:40:00

Treasury yields hit new highs, the dollar is firm and the soybean harvest is badly behind. Mike Zuzolo of Global Commodity Analytics joins Jesse Allen on Market Talk to break down how interest rates, harvest progress and fund positioning could shape grains and livestock heading into Friday's WASDE report. Follow Mike and get a two-week free trial of his independent research online at https://www.globalcommresearch.com.

Also in Segment Four, we share a conversation that Susan Littlefield had during World Dairy Expo last week in Madison, Wisconsin as she talks with Lee Ericson from Zinpro, who shares his thoughts on hoof health and how it can give you a glimpse into the cows longevity in your dairy operation.

Midday Commentary 10/7/26- Arlan Suderman07 oct. 202600:03:14

A mostly lower trade at midday Wednesday across grains, livestock and outside markets. We discuss the midweek action with Arlan Suderman, Chief Commodities Economist at StoneX, in our Midday Commentary.

Tuesday, October 6th, 2026- Cory Bratland, Shawn Hackett and Casey Schleusner06 oct. 202600:44:59

On today's show, we begin in Segment One with Casey Schleusner, retail sales agronomist with Brevant seeds, who shares some early soybean yields from Brevant brand Enlist E3 soybeans and how they are exceeding grower expectations as harvest gets underway in North Central Iowa. And we also talk about why October, soybean cyst nematode month, is the time to think about SCN and soil sampling. Learn more at Brevant.com or contact your local ag retailer.

Cory Bratland of AgMarket.Net joins us in Segment Two after a strong Tuesday in the grain and cattle markets. Bratland covers harvest progress and the dry weather window, what he expects from Friday's October WASDE, why a stronger Brazilian real is helping soybeans, how to think about a plan for your harvest bushels, escalating Russia and Ukraine tensions in wheat, a cattle market that finally made a move, and the outside markets he is watching, including the dollar index and crude oil.

Then, we talk with Shawn Hackett of Hackett Financial Advisors as he breaks down what is moving grain and livestock markets as October begins. Hackett digs into a record El Niño and what it could mean for Brazil's soybean and second crop corn seasons, why the Brazilian real may be the most important currency for grain markets, how Russia, Ukraine and Middle East tensions could squeeze supply, and what he is watching in cattle, dairy and protein demand.

Midday Commentary 10/6/26- Arlan Suderman06 oct. 202600:05:59

We saw a solid grain market rally through midday on Tuesday while the cattle complex was also showing some signs of life. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for a conversation about the markets as we worked through Tuesday trade.

Monday, October 5th, 2026- John Heinberg, Mike Minor and Eric Snodgrass05 oct. 202600:40:00

John Heinberg of Total Farm Marketing joins Market Talk on Monday, October 5, to break down a choppy start to the first full week of October. Grains finished off their highs as harvest pressure showed up, wheat led the way, and cattle gave back some ground while hogs held up better. John covers what he is hearing ahead of Friday’s October WASDE report, where corn and soybean yield could land, why soybean basis is jumping in the western Corn Belt, how corn export shipments compare with lagging export sales, what a stronger Brazilian real could mean for soybean competition, and where cattle and hog futures could go from here.

Mike Minor of Professional Ag Marketing joins Market Talk on Monday, October 5, as grains and oilseeds started the week with solid money flow while cattle and hogs were quieter. Mike covers what drove soybeans higher, including a stronger Brazilian real and hot demand for soybean oil. He talks harvest progress and early yield reports in the Northwest Corn Belt, what he expects from Friday’s USDA WASDE report, and why large fund positions could add risk to the corn market. He also explains why he sees pork’s problem as demand rather than supply, and why expensive feeder cattle are pinching feedlot margins even as beef demand holds up.

Harvest season is rolling, but the western Corn Belt is still drying out after record September rain. Nutrien Ag Solutions' Eric Snodgrass joins Market Talk for the weekly weather update to break down the harvest window through Oct. 12, a possible snow event in the northern Rockies, a quiet Atlantic with a Gulf disturbance to watch, Lake Powell water levels, how a strong El Nino could reshape the drought map, and Brazil planting conditions. More weather from Eric: agweather.com

Friday, October 2nd, 2026- Mike Castle, Scott Varilek and Robin Schmahl02 oct. 202600:39:57

USDA's September 30 Grain Stocks report delivered an ugly surprise for corn, diesel is flirting with record highs, and rate hike expectations are swinging week to week. StoneX Senior Commodities Economist Mike Castle joins Jesse Allen on Market Talk to sort through what it all means for farmers and ranchers. Mike breaks down why USDA's feed and residual number has been such a puzzle, how old-crop corn stocks climbed back above 2 billion bushels, and what still supports demand in the year ahead. He also walks through charts on corn feed demand per animal unit and the corn to diesel ratio, explains how tight distillate stocks and Middle East disruptions are squeezing margins, and shares his view on inflation, the Fed and how all of it reaches the rural economy. He closes with risk management advice, including where fertilizer affordability stands heading toward spring 2027.

Cattle are stuck in neutral, hogs are digesting a surprising report, and corn funds are heading for the exits as harvest rolls in. Scott Varilek of Kooima Kooima Varilek in Sioux Center, Iowa, also joins Jesse Allen on today's Market Talk to break down the livestock and grain markets heading into the fourth quarter. Scott covers the split between southern and northern cash cattle trade, what plant closures mean for family feeders who want to negotiate cash, why the Choice/Select spread is widening at an unusual time, and how consolidation and beef on dairy are reshaping the way cattle get sold. He also weighs in on the Hogs and Pigs report, sluggish pork demand, harvest delays from wet weather, and what record fund length and a bigger corn stocks number could mean for the short term.

Also to close the show, we get an update from Susan Littlefield at World Dairy Expo this week in Segment Four as she gets analysis of the dairy markets with Robin Schmahl from AgMarket.net.

Midday Commentary 10/2/26- Arlan Suderman02 oct. 202600:03:01

Mixed and quiet action in the markets as we close out the week on Friday. We talk about it with Arlan Suderman, Chief Commodities Economist at StoneX in our Market Talk Midday Commentary for Friday, October 2nd, 2026.

Thursday, October 1st, 2026- Bryan Doherty and Cattle Chatter01 oct. 202600:40:18

On Thursday's episode of Market Talk, we talk markets with Bryan Doherty from Total Farm Marketing and have a new episode of Cattle Chatter with Susan Littlefield and Brad Kooima from KKV Trading.

Wednesday, September 30th, 2026- Kristi Van Ahn-Kjeseth30 sept. 202600:40:02

USDA's quarterly Grain Stocks report gave corn a bearish surprise and sent front-month futures down about 20 cents. Kristi Van Ahn-Kjeseth of Van Ahn & Company joins Market Talk to break down what the numbers mean for corn, soybeans, wheat and cattle, and how to approach 2027 marketing. We also hear from Arlan Suderman with StoneX in Segment One and look at news headlines to close the show in Segment Four.

Midday Commentary 9/30/26 (Grain Stocks Recap)- Arlan Suderman30 sept. 202600:05:25

USDA provided a bit of a bearish surprise for the corn market in the Quarterly Grain Stocks report out on Wednesday. But, was it something that needed to be done? We discuss that and recap the numbers with Arlan Suderman, Chief Commodities Economist at StoneX, in our Market Talk Midday Commentary.

Tuesday, September 29th, 2026- Jacob Burks and Dr. Wade Webster29 sept. 202600:39:54

Jacob Burks of AgMarket.Net joins Jesse Allen on Tuesday's Market Talk to preview Wednesday's USDA Grain Stocks report, explain how a wet harvest is squeezing soybean processors, and break down the outlook for corn, wheat, hogs and cattle heading into the fourth quarter.

Also, we discuss soybean cyst nematode and the upcoming SCN Action Month in October with Dr. Wade Webster, NDSU Soybean Pathology Specialist, in Segment Two of today's show.

Monday, September 28th, 2026- John Heinberg, Mike Minor and Eric Snodgrass28 sept. 202600:42:51

Soybeans led the grain complex lower on Monday after the U.S.-China summit delivered little ag news. Mike Minor of Professional Ag Marketing joins Jesse Allen in Segment One to break down the disappointment, Wednesday's quarterly Grain Stocks report, early harvest delays from heavy rain, war-premium erosion in wheat, and where hogs and cattle stand heading into October. Later in the show, John Heinberg of Total Farm Marketing joins Jesse in Segments Three and Four to ask whether the disappointment is overdone, what to expect from Wednesday's quarterly Grain Stocks report, how rain-delayed harvest is lifting basis bids, and where wheat, hogs, cattle and dairy stand as the month ends. He also flags the macro picture: rising interest rates, a firmer dollar and weaker gold and stocks.

Also in Segment Two, remnants of Hurricane Polo are headed for the central U.S., and harvest is about to hit the brakes. On this Weekly Weather Update, Nutrien Ag Solutions' Eric Snodgrass breaks down where the heaviest rain lands, why a drier October window may follow, and what to watch in Brazil as planting ramps up. Eric covers Polo's path from Mexico to the Plains, Dallas going from 74 dry days to possible flooding rains, harvest delays across the Corn Belt and northern Plains, the record-setting El Nino, and why markets may be "spring loaded" for the South America story. Learn more online by visiting https://www.agweather.com.

Midday Commentary 9/28/26- Arlan Suderman28 sept. 202600:05:30

Grains and oilseeds are under pressure to start the week amid some disappointment it seems from some traders regarding the US/China summit. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to put into perspective the market reaction and more as we move forward this week.

Friday, September 25th, 2026- Ted Seifried, Joe Kooima and Jeff Peterson25 sept. 202600:43:08

Grain and livestock markets finished mixed on Friday as we closed out a busy week of headlines in the market trade. Joe Kooima of Kooima Kooima Varilek in Sioux Center, Iowa joins Market Talk in Segment One to break down a wild week in the cattle complex, a two-tiered cash market between the north and south, a technically bullish setup building in feeders, a still-struggling hog market, and what the latest headlines out of the U.S.-China trade talks mean for grains.

Ted Seifried of Zaner Ag Hedge joins us in Segments Two and Three to unpack the U.S.-China meeting between Presidents Trump and Xi, why he thinks the grain market actually needs more news (not less), the $17 billion ag commitment traders are still waiting to see, why record-long funds could be vulnerable to a "buy the rumor, sell the fact" reversal, how Fed rate expectations and the 10-year yield are capping the rally, and why the cattle market has whipsawed through gap-and-reversal days all week.

Then in Segment Four, Susan Littlefield joins the show and shares a Friday market conversation with Jeff Peterson from Heartland Farm Partners,

Thursday, September 24th, 2026- Bryan Doherty and Cattle Chatter24 sept. 202600:39:59

Markets were fairly mixed on Thursday as traders wait for news from the Trump/Xi meeting at the White House. Bryan Doherty, senior market advisor with Total Farm Marketing, joins Market Talk to break down a pivotal week in the grain markets ahead of the Trump-Xi meeting, corn's textbook technical setup heading into harvest, a soggy soybean harvest outlook, and a mixed bag across dairy, cattle and hogs. Bryan digs into why the oat market is hitting new highs despite shrinking acreage, why he's telling farmers to "think strategically" rather than chase headlines, and why the U.S. dollar's recent rally is acting as a drag on grain prices.

Also, it is a brand new episode of Cattle Chatter, as Susan Littlefield talks with Joe Kooima from Kooima Kooima Varilek about a stagnant cattle market that seems to be looking for some direction this week.

Midday Commentary 9/24/26- Arlan Suderman24 sept. 202600:04:44

Mixed action in the markets at midday Thursday as traders await news from the Trump/Xi meeting in Washington D.C. while also watching other headlines. Arlan Suderman with StoneX joins us to discuss in our Market Talk Midday Commentary.

Wednesday, September 23rd, 2026- Mike Zuzolo23 sept. 202600:39:58

Mike Zuzolo of Global Commodity Analytics joins Market Talk to break down diesel export ban rumors, surging bond yields, the Trump-Xi summit's impact on grain markets, and record-setting cattle prices. Today's show powered by Brevant Seeds. Learn more online from Mike Zuzolo at https://www.globalcommresearch.com.

Midday Commentary 9/23/26- Arlan Suderman23 sept. 202600:03:34

We see the grain markets under pressure at midday while cattle are trending higher. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Market Talk Midday Commentary for Wednesday, September 23rd, 2026.

Tuesday, September 22nd, 2026- Brian Splitt22 sept. 202600:39:58

Brian Splitt of AgMarket.Net joins Market Talk for technical analysis to break down corn, soybeans, wheat, cotton and cattle charts as the market braces for a big meeting with China and the quarterly Grain Stocks report. Splitt lays out three separate technical measurements pointing to $6.50 corn, a soybean target near $13.60, an SRW wheat objective around $8.60, and a feeder cattle setup that could carry prices toward $3.60.

We also hear from Arlan Suderman from StoneX in our opening segment with analysis and perspective on Tuesday's trade and look at ag news headlines to close the show.

Midday Commentary 9/22/26- Arlan Suderman22 sept. 202600:04:58

Grain and livestock markets are mixed to lower in a turnaround Tuesday type of trading session. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Market Talk Midday Commentary for Tuesday, September 22nd, 2026.

Monday, September 21st, 2026- John Heinberg, Eric Snodgrass and Jeff Hoogendoorn21 sept. 202600:43:22

On Monday's Market Talk, we start the show with meteorologist Eric Snodgrass of Nutrien Ag Solutions for the weekly weather update, breaking down a sharply divided pattern: heavy rain and stalk/root concerns across the Midwest, record heat and drought in the South, a historically quiet Atlantic hurricane season, and a split planting outlook in South America as a record-strength El Nino reshapes the months ahead.

In Segment Two, cattle futures opened sharply higher to start the week, and Jeff Hoogendoorn with Professional Ag Marketing joins the show to break down whether that move is really about Friday's bullish Cattle on Feed report — or something bigger. Jeff and Jesse dig into a widening split in meat demand: beef holding up better than expected (rib eyes leading the way), while pork shows real cracks in domestic demand. They connect it to the broader "K-shaped economy" playing out in the meat case, then turn to crude oil's pullback, harvest delays across the upper Midwest, and why this week's US-China trade meeting is one of the biggest headline risks for grain markets heading into Thursday.

Then we close the show in Segments Three and Four as John Heinberg with Total Farm Marketing joins the show to unpack why grain and livestock markets came out strong to start the week, and. Corn and soybean spreads are tightening ahead of Thursday's Trump-Xi meeting, and John walks through what a trade deal could actually mean commodity by commodity, plus a "buy the rumor, sell the fact" risk as the week plays out. On the livestock side, cattle jumped on a friendly Cattle on Feed report while hogs stay stuck under cash market pressure, and dairy remains a soft spot with cheese prices at multi-year lows. John also shares specific marketing strategy for producers sitting on old-crop and new-crop bushels heading into harvest.

Midday Commentary 9/21/26- Arlan Suderman21 sept. 202600:04:31

Grain and livestock markets have found support to the upside through midday Monday. Arlan Suderman with StoneX joins us to discuss in our Market Talk Midday Commentary.

Friday, September 18th, 2026- Tommy Grisafi, Scott Varilek and Agribusiness & Water Council of Arizona18 sept. 202600:42:08

Jesse Allen is spending time at the Agribusiness & Water Council of Arizona Annual Meeting and Water Conference today and he learns about water issues due to drought and more on today's show. In the audio version of the show, he talks policy and gets background from Tim Dunn, Arizona State Senator for District 25, in Segment Two. Then later in Segment Four, he learns about the Roosevelt Irrigation District with Donovan Neese, Superintendent and Taylor Howerter, Assistant Superintendent.

We also talk markets throughout the show as Tommy Grisafi of AgBull Media and Nesvick Trading Group joins Market Talk to unpack the Fed's 25 basis point rate hike, a quiet Friday in the grains ahead of next week's Trump-Xi meeting, and another volatile week in cattle. He also breaks down why elevated energy costs are squeezing farmers, ranchers and consumers alike, and what to watch for in next week's commitment of traders report.

Scott Varilek of Kooima Kooima Varilek in Sioux Center, Iowa joins Market Talk to break down a sloppy week in the cattle complex, a struggling hog market, and Friday pressure in grains and oilseeds. He also covers what the reopening of the Santa Teresa port means for Mexican cattle imports and herd rebuild, the growing role of beef-on-dairy genetics, and why energy prices are weighing on both harvest and the fall run of feeder cattle.

Thursday, September 17th, 2026- Bryan Doherty, Shawn Hackett and Cattle Chatter17 sept. 202600:39:57

Susan Littlefield sits in for Jesse Allen this afternoon and has market conversations with Shawn Hackett from Hackett Finanical Advisors, a new episode of Cattle Chatter with Brad Kooima from Kooima Kooima Varilek and she talks with Bryan Doherty from Total Farm Marketing.

Wednesday, September 16th, 2026- Mike Zuzolo and Doug Becher16 sept. 202600:39:58

The Fed just raised rates for the first time in three years, a Saudi supply shock has Brent crude back near 2008 highs, and record rail fuel surcharges are hammering grain basis right as harvest gets underway. Mike Zuzolo of Global Commodity Analytics joins Jesse Allen to unpack all of it, plus what's next for cattle, wheat, and the upcoming Trump-Xi meeting.

We also get Fed reaction to open the show with Susan Littlefield and Arlan Suderman at StoneX in Segment One as they talked immediately following the rate announcement.

Also, Brevant Seeds retail sales agronomist Doug Becher joins Market Talk to talk through the 2026 growing season in southeastern Minnesota and how this year's field conditions, yield data, and disease pressure should shape seed decisions for 2027. Doug covers what farmers experienced this season, why taking notes during harvest matters as much as yield maps later on, the diseases showing up across Minnesota fields (southern rust, bacterial leaf streak, and Goss's wilt), and why locking in seed decisions early gives farmers the best shot at their top hybrid and variety picks for next year.

Midday Commentary 9/16/26- Arlan Suderman16 sept. 202600:05:26

We talked the Fed, interest rates, energies and commodities in Wednesday's Midday Commentary with Arlan Suderman, Chief Commodities Economist at StoneX.

Tuesday, September 15th, 2026- Jacob Burks and Terry Johnston15 sept. 202600:39:58

On Tuesday's Market Talk, we begin the show with news headlines and listen back to our Midday Commentary with Arlan Suderman at StoneX in Segment One. Then, we listen back to a conversation with Terry Johnston, Development Officer for Farm Rescue, during this year's Farm Progress Show in Segment Two.

Jacob Burks of AgMarket.Net joins Tuesday's Market Talk in the second half of the show to break down the market's reaction to Friday's WASDE, a surge in energy prices tied to Middle East supply threats, and early signs of life in the cattle market. Burks and Jesse Allen cover soybean crush data, the diesel price squeeze hitting producers mid-harvest, 2027 acreage math, wheat's geopolitical exposure, and why hogs still can't find a bottom.

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