<p>Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. </p><p><br></p><p>Tommy Grisafi is the main host and content creator for Ag Bull Media. <br>The Ag Bull Podcast showcases agriculture's top talents in a long-form video format. The Ag Bull Trading Podcast is a deeper discussion of trading with analysts and key players in agriculture nationwide.</p><p><br></p><p><br></p><p><em>Futures trading involves risk of loss and is not suitable for everyone.</em></p>
Soybeans surge, then whip back and forth overnight, reminding us how quickly grain markets can change heading into harvest. We break down the weather map, border and livestock headlines, and why energy volatility from global conflict can spill into farm margins.
• soybean rally to the 1330s followed by sharp overnight swings
• quick look at corn, wheat, and lean hog closes and morning quotes
• flooding risk in the Northern Corn Belt and heat stress in the South
• beneficial rainfall outlook in the hard red wheat belt
• using puts and calls for price protection as harvest nears
• Santa Teresa border port reopening talk and questions about cattle capacity
• Middle East conflict headlines and the knock-on effects for oil, diesel, and grains
• export sales and key economic releases on the calendar
I highly encourage you to go over and look at AgBull.com. $25 a month or $250 annually to join our premium side.
Tommy's Premium Subscription: www.agbull.com
AgBull Audio and Video Links
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 markets and the headlines that hit farm margins, from ethanol and diesel to the politics shaping E15 and the farm bill. Then we bring on Jed Sidwell to translate a Fed rate hike into real dollars and talk through what drought, packer margins, and border flow could mean for cattle.
• ethanol production and stocks, plus why year-round E15 matters
• grain and livestock settlements, with cattle still under pressure
• AM Radio for Every Vehicle Act and why AM still matters in emergencies
• farm bill progress, McConnell’s return, and the SNAP sticking points
• fertilizer consolidation claims and why farmer stories matter to the FTC
• Fed funds rate move and how higher interest rates change operating notes
• Jed’s diesel and interest rate math, including the $7,500 combine impact
• drought areas, forage costs, packer margins, and the Mexico border angle
• a quick weather check and the surprising origin of Play-Doh
As always, may I direct you to AgBull.com where we would invite you to take your marketing by the horns with AgBull Intel, 855-737 Farm or visit Agbull.com right away, gang.
Tommy's Premium Subscription: www.agbull.com
AgBull Audio and Video Links
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We run through the morning setup across hogs, corn, beans, and wheat, then tie price action to shifting Midwest weather and late-season heat that speeds up crop dry down. We also zoom out to Brazil’s corn projections, Mexican feeder cattle import flows, and how AWS disruptions and diesel prices show why “outside markets” hit agriculture fast.
• lean hogs weaker nearby with softer deferred months
• corn, soybean, and wheat futures rally overnight then pull back
• heavy rain band shifts south with flood warnings in parts of KS, MO, and IL
• hot, dry southern pattern with warm overnight lows accelerating dry down
• Brazilian corn outlook framed as USDA versus CONAB projections
• Mexican feeder cattle imports running below pre-close averages and why it matters
• Amazon AWS disruptions in Bahrain and the UAE after strikes raising security questions
• crude oil and diesel highlighted as major drivers of grain markets
• key U.S. economic calendar items including retail sales, housing data, EIA stocks, and the FOMC decision
I encourage you to go to Agbull.com. It’s $25 a month or $250 annually.
Tommy's Premium Subscription: www.agbull.com
AgBull Audio and Video Links
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We keep it quick and useful on a quiet market day, with soybeans leading the grains while livestock trades under pressure. We connect Brazil’s tightening stocks, stubborn fertilizer prices, and the latest crop progress numbers to what it means for harvest risk and farm margins.
• light market open and a quick format shift without the scheduled guest
• Brazil soybean and corn outlook pointing to tighter ending stocks despite big harvests
• El Niño risk and why a thinner inventory cushion can turn into price volatility
• fertilizer pricing drivers including export restrictions, sulfur costs, and slow supply rebuilds
• why efficiency in phosphate application matters most in a high input-cost year
• USDA crop progress highlights for corn, soybeans, wheat, and cotton
• futures settlements across grains and livestock plus spread talk in hogs
• weather outlook with heavy rain and flooding potential
Take your marketing by the horns with AgBull Intel. Visit AgBull.com or call 855-737 Farm for the details.
Tommy's Premium Subscription: www.agbull.com
AgBull Audio and Video Links
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We open the morning with the numbers that set the tone for grains, weather risk, and demand, then move into what traders are watching next across agriculture and the broader economy. We also flag the key reports and where to find our daily market coverage across video and audio.
• early grain futures levels for corn, soybeans, and Chicago wheat
• flood-risk rain in the Northwestern Corn Belt and what it could disrupt
• beneficial moisture chances for winter wheat areas in the Southern Plains
• NOPA soybean crush expectations and why the print matters for demand
• beef packer margins turning higher and what that signals for cattle
• 10-year Treasury yield hitting the highest since 2007 and why ag should care
Make sure and watch Ag Squawk wherever it's the most convenient for you.
Tommy's Premium Subscription: www.agbull.com
AgBull Audio and Video Links
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We talk through the post-WASDE mood and why price action can flip even when the numbers look supportive on the surface. We also zoom out to farm income pressure, export demand, energy-driven costs, and how we think about hedging when volatility and headlines hit out of nowhere.
• 9/11 reflection and the value of remembering unity
• FAPRI baseline showing gradual erosion in US net farm income through 2031
• Export inspections and why demand still matters at higher price levels
• Quick market rundown across corn, soybeans, wheat, cattle, and hogs
• Chris Winward’s path through music, rodeo, and into futures trading
• Corn WASDE aftermath including yield cuts, feed and residual, and fund length
• Soybeans back above $13 and what could confirm a real rejection of $12
• China commitments, trade rhetoric, and why headline shocks feel normal now
• Wheat pricing on the world market and supply offsets beyond the Black Sea
• Harvest weather, selling pressure risk, and how energy supports the bean complex
• Cattle break-evens, consumer demand limits, and the role of managed money
• Options strategies, target orders, and planning scenarios before panic hits
• Crude oil and diesel volatility and why hedging diesel is uniquely tricky
• AI risk chatter, data center rumors, and why everyone is talking about it
If you're not an AgBull subscriber, let me urge you to become one. Check out all the lavish services that we provide and the valuable info at AgBull.com. That's at AgBull.com.
Tommy's Premium Subscription: www.agbull.com
AgBull Audio and Video Links
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We run through the Monday morning ag tape, from overnight corn, soybeans, and wheat to feeder cattle strength and softer lean hogs. We connect the dots between a split Corn Belt weather pattern, a nuanced WASDE corn balance sheet, drought-stressed pastures, and a crude oil spike that could raise diesel costs into harvest.
• Feeder cattle higher while lean hogs trade lower
• Corn, soybeans, and Chicago wheat quoted off overnight action
• Northwestern Corn Belt rain risk with potential flooding
• Dry line across the southern Corn Belt opening harvest window
• USDA corn yield cut plus feed and residual demand adjustments
• Drought map focus on key cattle areas and pasture conditions
• Earlier winter feeding implications for corn stocks, roughages, and forages
• Brent and WTI crude oil jump after Saudi pipeline disruption concerns
• Export inspections timing plus crop progress after the close
• Protecting the bottom line with puts or LRP after cattle market correction
Reach out to us. We’d love to hear from you.
Tommy's Premium Subscription: www.agbull.com
AgBull Audio and Video Links
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We start with where 9-11 hit us personally, then shift into a fast, practical rundown of the week’s ag markets and the policy headlines that can move prices. We connect USDA crop numbers, global conflict, diesel, interest rates, and Washington timelines into a clear watch list for the next few weeks.
• Jim’s 9-11 memory and why it still shapes how we think about history
• Weekly board review across corn, soybeans, wheat, cotton, cattle, and hogs
• Corn yield cut, stocks to use, season average price, and the next key USDA dates
• North Dakota yield reality, early harvest concerns, and why October pricing matters
• Soybean carryout surprise, why futures broke and what to watch next on demand
• Wheat exports, technical damage and Black Sea shipping and insurance risk
• Sorghum, cotton and rice fundamentals including world cotton stocks and India’s role in rice
• Ag Bull tools and the new markets and policy scorecard to simplify the noise
• Cattle strength, feeder flows, beef import policy and producer sentiment
• Diesel price spike, distillate stocks and the export control chatter
• Fed meeting expectations, inflation pressure and what higher rates mean for ag financing
• Farm bill markup odds, McConnell’s presence and what can really pass before elections
• Trump-Xi summit stakes, tariff talk, and why it matters for US commodity demand
Go to AgBull.com and say, "I want to be on Jim's list."
Tommy's Premium Subscription: www.agbull.com
AgBull Audio and Video Links
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We hustle through a short Friday market report from Nashville, breaking down the latest USDA WASDE numbers and the midday futures reaction across grains and livestock while markets are still open. We also step back for a September 11 reflection on memory, unity, and why it’s worth telling the story to the next generation.
• Flash corn sale to Mexico for the 2026-27 marketing year
• Delayed export sales with corn and soybeans above expectations and wheat below
• Early “duck and cover” trade in grains before the USDA data
• Corn WASDE with a lower yield estimate and a higher on-farm price projection
• Soybean WASDE with tighter ending stocks and a higher on-farm price projection
• Wheat weighed down by larger global crops and world ending stocks
• Post-report price action with grains turning lower while cattle rally and hogs weaken
• Additional notes on mixed signals across ag including livestock demand concerns
• Weather outlook for wheat country rain chances plus fire weather and storm risks
• September 11 remembrance and a personal story of seeing the second plane hit
• Quick recap of this week’s guests and a preview of Monday’s market talk
Tommy's Premium Subscription: www.agbull.com
AgBull Audio and Video Links
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We set the table for WASDE report day with a fast look at cattle, hogs, and grain prices, plus a weather forecast that could help winter wheat while bringing heavy rain to parts of the Corn Belt. We also break down softer US pork exports, rising imports from Canada, and record diesel prices that could squeeze harvest costs.
• live cattle, feeder cattle, and lean hogs price check
• corn, soybean, and wheat quotes ahead of key reports
• rainfall outlook across the northwestern Corn Belt
• improving moisture prospects for Plains winter wheat areas
• WASDE release time and why volatility is likely
• US pork exports down again with Japan as the bright spot
• higher pork imports from Canada and what it may signal
• diesel at record highs and the refinery-driven disconnect
• CPI, export sales, and Michigan sentiment on the calendar
If you're not already subscribed, I encourage you to go on over to our website at AgBull.com and look at some of the things that you have offered to you with a premium subscription, text updates, a morning newsletter, morning cattle updates, premium videos.
Tommy's Premium Subscription: www.agbull.com
AgBull Audio and Video Links
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.