🐄 August Cattle on Feed — Bearish for near-term beef supply, bullish longer term Item July 2026 vs. July 2025 Market implication Cattle on feed Aug. 1 11.117 million +2% Slightly bearish July placements 1.422 million -11% Bullish July marketings 1.620 million -7% Bullish Other disappearance 55,000 +8% Minor USDA says July placements and July marketings were both the lowest July levels …
Cattle on Feed 08/21/2026 Cattle Markets Crash and Bounce Back As News Alert Roils Markets
For those interested I hold a weekly livestock webinar on Tuesdays. My next webinar will be Tuesday, August 25, 2026, at 3:15 pm. If you cannot attend live a recording will be sent to your email upon completion of the webinar. Sign Up Now The Cattle futures markets gap opened lower on Friday as news from the White House sent …
Grain Spreads: Case for Meal
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 Bullish case for soymeal comes on a few fronts and I will make this quick. Heading into winter, end users in my view extend feed coverage. That comes in many forms with meal being one. …
New Crop Soybean Flash Sales Continue
SOYBEANS– November beans ended the week without any major profit taking going on. The next resistance for November beans is the previous high at 1256 ½. There were some larger flash sales reported this morning from the USDA. One sale 712k mt sale for delivery to China, in addition to a 720k mt sale to an unknown country. …
Pure Hedge – Livestock and Grain
8/20/26 Estimates for the Cattle on Feed Report look like a Bearish Report is ahead. If tomorrows Report is Bearish, I cannot think of a better time for the US Government to announce some new plan to make beef cheaper, with the aim of crushing the Cattle Markets. The Government tried last month after the Cattle on Feed Report to …
DEC-MAR CORN SPREAD (ZCZ26-ZCH27)
WALSH PURE SPREADER Pure Hedge Division RICH MORAN 8/20/2026 DEC-MAR CORN SPREAD (ZCZ26-ZCH27) The corn market has been on a tear lately. As a matter of fact, the March ’27 contract (ZCH27) made a new 52-week high today of 520 ¾. Corn is not alone as the grain market as a whole has been very strong. Corn, in particular, may …
Cattle Markets Bounce Back after Weak Open
For those interested I hold a weekly livestock webinar on Tuesdays. My next webinar will be Tuesday, August 25, 2026, at 3:15 pm. If you cannot attend live a recording will be sent to your email upon completion of the webinar. Sign Up Now The Cattle futures markets broke down at the open to their respective lows of the …
Corn Makes Its Move Over $5
SOYBEANS– November beans made a high at 1244 ½ in the overnight session and faded lower during today’s session. There was another flash sale this morning for 150k mt of soybeans for delivery to an unknown country. Soybean oil had another strong rally today, while meal reversed lower after 4 consecutive days of moving higher. November’26 Soybeans (ZSX26) settled …
Grain Spreads: Lock in 12.00 Soybeans
Commentary Please join me for a free grain webinar every Thursday at 3pm Central. We discuss supply, demand, weather, and the charts. Sign Up Now Yesterday, we discussed hedging $5.00 corn. Today $12.00 beans are discussed for hedge purposes using March 27 options for both crops. Today soybeans were the leader of the market, taking support from building demand and …
The Grains Rally on Wednesday
SOYBEANS– Soybeans were sharply higher today, while soybeans meal had a near $7 gain. November beans are coming up against resistance at 1250. There were no flash sales of soybeans this morning. November’26 Soybeans (ZSX26) settled at 1237.25 (+19.25), high of 1239.5, low of 1214. January ‘27 Soybeans (ZSF27) settled at 1250.75 (+19.25), high of 1253.5, low of 1228.75. …