5 Minutes on the Markets – 10/02/25

Jeff FosseGeneral Commentary

I post these videos every trading day, shortly after 8 AM CT. Check back here tomorrow for another update! **I’m changing the way I do these videos! They’ll still be posted here on WalshTrading.com, but from now on, they’ll also be Live Streamed through YouTube. Those of you that have subscribed for notifications will have to do that again, as …

Soybeans Rally on Wednesday

Hans SchmitGrains

Soybeans– Soybean stocks came in lower than analyst estimates on yesterday’s report. Stocks came in at 316 mb, compared to the average estimate 323 mb. Harvested acres were raised by 100,00. Yesterday, it was reported that China won’t be buying any US Ag products anytime soon. However, a farmer aid package is expected to be announced over the next few …

5 Minutes on the Markets – 10/01/25

Jeff FosseGeneral Commentary

I post these videos every trading day, shortly after 8 AM CT. Check back here tomorrow for another update! **I’m changing the way I do these videos! They’ll still be posted here on WalshTrading.com, but from now on, they’ll also be Live Streamed through YouTube. Those of you that have subscribed for notifications will have to do that again, as …

5 Minutes on the Markets 09/30/25

Jeff FosseGeneral Commentary

I post these videos every trading day, shortly after 8 AM CT. Check back here tomorrow for another update! Both Live and Feeder Cattle closed a touch lower on Monday. Live Cattle appear to be testing 50-day moving average support with a weaker tone on Monday. Feeders posted higher highs and higher lows, but were unable to sustain a positive …

News & Estimates Ahead of Tomorrow’s Grain Stocks Report

Hans SchmitGrains

Soybeans– Soybeans traded 4 1/2 cents lower today, after trading 3 3/4 cents lower in the overnight. Managed money in now heavily short the grains, after switching their net long position in soybeans to a net shirt position. It’s the first time in 4 months managed money is net short soybeans, soybean meal, and soybean oil at the same time. …

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 …

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 …