Walsh Gamma Trader

Bill AllenGeneral Commentary

9/29/25 . . 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 …

WRT World Agricultural Supply and Demand September 28

Hans SchmitGrains, Softs

    SOYBEANS SOYBEANS ’23/’24 Est USDA ’24/’25 Est ’25/’26 Proj September   Million Acres Area Planted 83.6 87.1 81.1 Area Harvested 82.3 86.1 80.3   Bushels Yield per Harvested Acre 50.6 50.7 53.5   Million Bushels Beginning Stock 264 342 330 Production 4,162 4,366 4,301 Imports 21 27 20 Supply, Total 4,447 4,736 4,651 Crushings 2,285 2,430 2,555 Exports …

5 Minutes on the Markets – 09/29/25

Jeff FosseGeneral Commentary

I post these videos every trading day, shortly after 8 AM CT. Check back here tomorrow for another update! Live Cattle closed unchanged to slightly higher on Friday, as the market tested and bounced off of 50-day moving average support. Feeder Cattle posted a strong day up, but that may have been profit taking on a Friday, following 2 strong …

Cattle Markets Bounce Back into the Weekend

Ben DiCostanzoGeneral Commentary

For those interested I hold a weekly livestock webinar on Tuesdays, and my next webinar will be Tuesday, September 30, 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. …

WALSH PURE SPREADER

Richard MoranGeneral Commentary

Pure Hedge Division Richard Moran September 26, 2025 Rich Moran                                                                                                                             9/26/2026 Hello and Happy Friday! We currently have nine trades we are watching.  Instead of forcing another suggestion, we are going to summarize our active positions and alerts …. On Wednesday (9/24/25) ZWZ25-KEZ25 settled +12¾.   I suggested placing an offer to sell ZWZ25-KEZ25 at +14½ on Thursday (9/25/25).  The …

The Grain Markets Are Quiet Ahead of Tuesday’s Grain Stocks Report

Hans SchmitGrains

Soybeans– Soybeans traded slightly higher, after trading 2 cents lower in the overnight session. China is making large purchases in soybeans from Argentina, along with purchases in soybean oil. In short order, Argentina exported 2.7 mt of soybeans and 905k tons of soybean oil. India also bought 300k tons of Argentina’s soybean oil. Due to large purchases of soybeans from …

Pure Hedge – Livestock and Grain

Bill AllenGeneral Commentary

9/25/25 . .   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 easy and so is opening a new account. Sign Up Now . . If you would like to receive more information on the commodity markets, …

Chart of the Day – November Soybeans

Jeff FosseGeneral Commentary

Soybeans need a bullish story. The information and opinions expressed below are based on my analysis of price behavior and chart activity Thursday, September 25, 2025 If you like this article and would like to receive more information on the commodity markets from Walsh Trading, please use the link to join our email list –Click here  Every morning, at about 8 …

Wheat Leads the Grains Again on Thursday

Hans SchmitGrains

Soybeans– Argentina went ahead and ended their export tax holiday after hitting the $7B limit. Argentina making so many sales during the US export window is bearish, however soybeans have held up relatively well. There’s a farmer aid package in the works, which is will reportedly be funded from tariffs revenues. The China trade deal will likely not be agreed …