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

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.

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.

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.

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.

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.

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.

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.

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.

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,