Author: Ivan

  • Morning Update

    Grain prices continue to retreat after yesterday’s stocks data and government closure. Corn, soybeans, and wheat futures were under pressure throughout the overnight session, extending the weakness into this morning’s night session close. The lack of follow-through buying interest has kept a bearish tone in place, and the overnight shutdown of the U.S. government only…

  • Market Quick Take

    Stocks & Small Grains Fallout Presented by Heartland Investor Capital Management Inc. CTA https://vimeo.com/1123344037 Corn: USDA raised old crop carryout by 195 million bushels Corn surprisingly held support despite bearish numbers Technical setups point toward potential head and shoulders bottom near 407 Recovery above 50-day moving average would be bullish signal Soybeans: Old crop stocks…

  • USDA Report

    USDA WASDE Grain Stocks Report 9/30/25 Soybeans were friendly to pre report estimates as opposed to corn/wheat stocks both being negative. All classes of wheat productions were increased creating the bearish carryout.

  • Morning Update

    Grain Stocks at 11:00 a.m. CT today. This morning, the marketplace has a universal risk off tone touching nearly every sector. The pressure is driven by a combination of factors, including the final day of the month and quarter, which often brings increased positioning and portfolio adjustments. However, the dominant concern across the market today…

  • Morning Update

    Grains soften to start the week. A softer trade greets the start of the week with active harvest taking place, along with a USDA stocks report due Tuesday morning at 11:00 a.m. Expectations on the estimates are looking for a neutral quarterly stocks report but there’s always a prospect the USDA could increase last year’s…

  • Morning Update

    Corn and wheat are looking to close higher than last Friday. Grain futures are fractionally softer on corn and beans this morning, while wheat retreats a few pennies. As of this writing, corn and wheat are still slightly higher on the week than last Friday, while soybeans are off $0.14. Note that soybeans produced a…

  • Market Quick Take

    Tuesday’s Stocks Report & Cattle Stories Presented by Heartland Investor Capital Management Inc. CTA https://vimeo.com/1122002390 CornExport sales strong for this time of year with one third of annual target already bookedUSDA likely underestimating demand by about 100 million bushelsHarvest pressure possible but key technical support remains Soybeans Prices holding inside key retracement box after sharp…

  • Morning Update

    Argentina re-institutes export taxes. Moderate gains were seen for much of the overnight session as short covering developed. Corn, soybeans, and wheat were becoming undervalued in the global market, and support is starting to be provided. Support also came as news surfaced that Argentina will be reinstating its export taxes on the sales of grains,…

  • Morning Update

    Grains maintained Tuesday’s gains while soybeans joined the lift. After a strong performance by wheat and corn on Tuesday, the strength maintained overnight carries through the morning session. Meanwhile, soybeans rechallenged early week lows and found demand in soybean oil and the bean product, creating a sharp recovery rally in the early morning hours. Comments…