October 09, 2026
October 2026 WASDE REPORT SUMMARY AND NOTES:
This report reflected a larger supply for corn, lower global exports for wheat, ...
This report reflected a larger supply for corn, lower global exports for wheat, and record domestic production for soybeans, in line with analysts' pre-report estimates. This report incorporated ...
Read MoreSeptember 30, 2026
September 2026 Quarterly Grain Stocks Notes:
Grain Stocks Today’s quarterly Grain Stocks report provides estimates ...
Grain Stocks Today’s quarterly Grain Stocks report provides estimates of grain and soybean stockpiles as of September 1. The data is collected through off- and on-farm stocks surveys. The ...
Read MoreSeptember 11, 2026
September 2026 WASDE REPORT SUMMARY & NOTES:
Today’s report was bullish for corn, bearish for soybeans and neutral for ...
Today’s report was bullish for corn, bearish for soybeans and neutral for wheat relative to pre-report expectations. Today’s report included objective field level data for corn and soybean ...
Read MoreAugust 31, 2026
What Happened to the Margin Outlook?
The forward margin outlook for hog producers has deteriorated noticeably in ...
The forward margin outlook for hog producers has deteriorated noticeably in recent weeks. The question is not whether hog prices can rally from here or whether corn can move lower. The more ...
Read MoreAugust 12, 2026
August 2026 WASDE REPORT SUMMARY & NOTES:
This report was deemed supportive-to-friendly for corn, wheat, and soybeans. ...
This report was deemed supportive-to-friendly for corn, wheat, and soybeans. The August WASDE presents the first survey-based yield forecasts for corn and soybeans, with objective field observations ...
Read MoreJuly 10, 2026
July 2026 WASDE REPORT SUMMARY AND NOTES:
This report reflected tighter supply for corn and wheat and increased production ...
This report reflected tighter supply for corn and wheat and increased production and use for soybeans, in line with analysts' pre-report estimates. This report incorporated last month's Acreage ...
Read MoreJuly 01, 2026
Mixed Signals, Strong Margins
Strong margins persist despite a disappointing seasonal cutout rally In ...
Strong margins persist despite a disappointing seasonal cutout rally In this column, I typically focus on the fundamental drivers influencing hog producer profit margins. While aggregate open ...
Read MoreMay 12, 2026
May 2026 WASDE REPORT SUMMARY AND NOTES:
This report was considered bullish for wheat and soybeans while neutral for ...
This report was considered bullish for wheat and soybeans while neutral for corn. The market's focus will continue to eye planting progress, early season crop development and this week's U.S./China ...
Read MoreApril 09, 2026
April 2026 WASDE REPORT SUMMARY AND NOTES:
This report was considered neutral for corn and soybeans and slightly negative ...
This report was considered neutral for corn and soybeans and slightly negative for wheat. The market's focus will shift to early-season planting progress and next month's WASDE where USDA will ...
Read More