Soybeans– Soybeans had a small move lower today just like corn. China’s government approved a new GMO variety of soybeans to enhance their production. Domestic production is a small part of their typical supply but it emphasizes China’s focus on a supply chain they control. China has also made significant investments in South America, particularly Brazil, to boost their Ag …
5 Minutes on the Markets – 09/09/25
I post these videos every trading day, shortly after 8 AM CT. Check back here tomorrow for another update! Cattle futures started the week mostly firmer. The October Live Cattle contract was the only one to finish mildly in the red. Technical indicators have been losing strength, but the trend is still up and fundamentally bullish. Having said that, both …
Hogs Pullback Consolidate Within Friday Range
For those interested I hold a weekly livestock webinar on Tuesdays, and my next webinar will be Tuesday, September 09, 2025, at 3:15 pm. It is free for anyone who wants to sign up and the link for sign up is below. If you cannot attend live a recording will be sent to your email upon completion of the webinar. …
Grain Spreads: KC/Chicago Wheat
Please join me for a free grain webinar every Thursday at 3pm Central. We discuss supply, demand, weather, and the charts. Sign Up Now Commentary The CFTC report shows the net short in CME and KC wheat have been unchanged for at least 2 weeks, with approximately 120K combined futures and options shorts. Prices have been under pressure since the …
Wheat and Soybeans Bounce on Monday
Soybeans– Soybeans traded higher to start the week, after seeing a small gain in the overnight. S&P Global estimates soybean yield at 53.8 bpa, compared to the USDA at 53.6 bpa. China imported a record number of soybeans in August at 12.279 mt. The northwest Plains and central Kansas are expected to see rains this week, while the central and …
Walsh Gamma Trader
9/8/25 . . If you would like to receive more information on the commodity markets, please use the link to join my email list Sign Up Now . . If you don’t like the customer service or lack of personal attention you are receiving from your broker, you have options, and you don’t have to stay there. Account transfers are …
5 Minutes on the Markets – 09/08/25
I post these videos every trading day, shortly after 8 AM CT. Check back here tomorrow for another update! Live Cattle and Feeder Cattle markets had a down week, breaking 10 and 6 week “winning” streaks, respectively. Fundamentally, conditions are still bullish, but the technical is Cattle futures are weakening. Lean Hogs posted a new contract high close on Friday …
Cattle Markets End Week on a Sour Note
For those interested I hold a weekly livestock webinar on Tuesdays, and my next webinar will be Tuesday, September 09, 2025, at 3:15 pm. It is free for anyone who wants to sign up and the link for sign up is below. If you cannot attend live a recording will be sent to your email upon completion of the webinar. …
WASLH PURE SPREADER – Pure Hedge Division
WALSH PURE SPREADER Pure Hedge Division Rich Moran 9/5/2025 Oct Live Cattle-Oct Lean Hogs Spread (LEV25-HEV25) Since August 1st, I have had us keeping an eye on selling the Oct Live Cattle versus buying the Oct Lean Hogs (LEV25-HEV25) spread. This spread has been on a steady uptrend since the end of June, but it started to slightly fall …
Grain Spreads: Unknown Destinations Part 2
lease join me for a free grain webinar every Thursday at 3pm Central. We discuss supply, demand, weather, and the charts. Sign Up Now Commentary Private exporters reported the following sales activities this week with our old friend Unknown Destinations the headliner. Per USDA, 123,000 metric tons of soybeans were sold for delivery to unknown destinations during the 2025/2026 marketing year. …