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 …
The Grains Trade Lower After the Quarterly Grain Stocks Report This Morning
Soybeans– The Quarterly Grain Stocks report was released this morning from the USDA. Soybeans stocks came in at 316 mb, compared to the trade estimate at 323 mb. Last year’s September Grain Stocks report had soybean stocks at 342 mb. On September 12, old crop ending stocks were estimated at 330 mb. Soybeans were the second biggest mover on the …
5 Minutes on the Markets 09/30/25
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
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
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
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
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 …
5 Minutes on the Markets – 09/26/25
I post these videos every trading day, shortly after 8 AM CT. Check back here tomorrow for another update! Both Live Cattle and Feeder Cattle markets posted lower highs and lower lows yesterday. The trends are still up, but keep a close eye on the respective 50-day moving averages as support. Fat Cattle closed below the 5 and 10 day …
Wheat Leads the Grains Again on Thursday
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 …
5 Minutes on the Markets – 09/25/25
I post these videos every trading day, shortly after 8 AM CT. Check back here tomorrow for another update! Live Cattle and Feeder Cattle both closed lower on Wednesday. To my eye, the fundamentals are still bullish in cattle and dips in price are offering buying opportunities. Lean Hogs dropped somewhat aggressively yesterday, as traders took profits following Tuesday’s new …