World Perspectives

Market Commentary: Equity Market Selloff Weighs on Agricultural Commodities

What You Need to Know Today: U.S. equities declined sharply Thursday, reversing Wednesday’s post-election rally as investors continued selling technology stocks amid concerns that Democratic gains in the midterm elections could slow investment in artificial intelligence and data center d...

Today’s Top insights
feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.4/bushel, down $0.0425 from yesterday's close.  Dec 26 Wheat closed at $5.9925/bushel, up $0.0075 from yesterday's close.  Jan 27 Soybeans closed at $11.8825/bushel, down $0.14 from yesterday's close.  Dec 26 Soymeal closed at $317.2/short ton, down $1.4...

feed-grains soy-oilseeds livestock

Milk Pricing with The Calf in the Ledger

What dairy breakeven looks like with and without the beef-on-dairy boom To put a dollar value on that question, this analysis removes the calf check from the USDA ledger and examines how many of the last five years would have reached breakeven without it. Key Takeaways: Milk and other income a...

Transportation Perspectives - 5 November

Key Takeaways: Fresh North Atlantic cargoes lifted Capesize hire even as iron ore voyage assessments eased, giving owners the most leverage on transatlantic business. Australian coal helped turn Panamax rates higher, but a sustained Atlantic recovery will require more grain bookings from the A...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.4/bushel, down $0.0425 from yesterday's close.  Dec 26 Wheat closed at $5.9925/bushel, up $0.0075 from yesterday's close.  Jan 27 Soybeans closed at $11.8825/bushel, down $0.14 from yesterday's close.  Dec 26 Soymeal closed at $317.2/short ton, down $1.4...

feed-grains soy-oilseeds livestock

Milk Pricing with The Calf in the Ledger

What dairy breakeven looks like with and without the beef-on-dairy boom To put a dollar value on that question, this analysis removes the calf check from the USDA ledger and examines how many of the last five years would have reached breakeven without it. Key Takeaways: Milk and other income a...

Transportation Perspectives - 5 November

Key Takeaways: Fresh North Atlantic cargoes lifted Capesize hire even as iron ore voyage assessments eased, giving owners the most leverage on transatlantic business. Australian coal helped turn Panamax rates higher, but a sustained Atlantic recovery will require more grain bookings from the A...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.4425/bushel, up $0.0175 from yesterday's close.  Dec 26 Wheat closed at $5.985/bushel, down $0.0125 from yesterday's close.  Jan 27 Soybeans closed at $12.0225/bushel, down $0.1175 from yesterday's close.  Dec 26 Soymeal closed at $318.6/short ton, up $0...

Livestock Roundup: Meat State Shake Up on Senate Agriculture Committee

The Senate Agriculture Committee will undergo significant changes in the new Congress beginning in January 2027, including several major shifts in meat-producing states. The Democratic Party’s tsunami swept Senator Roger Marshall (R-Kansas) out of office, and out of the seat once held by...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.4425/bushel, up $0.0175 from yesterday's close.  Dec 26 Wheat closed at $5.985/bushel, down $0.0125 from yesterday's close.  Jan 27 Soybeans closed at $12.0225/bushel, down $0.1175 from yesterday's close.  Dec 26 Soymeal closed at $318.6/short ton, up $0...

feed-grains soy-oilseeds wheat

Market Commentary: The Votes Are In. The Market’s Still Deciding.

The US election is over, but the market’s debate is just beginning. A shift in Washington’s balance of power is changing policy expectations, while developments involving Iran and an early decline in the dollar are adding to the uncertainty. Now traders must decide how much of that...

feed-grains soy-oilseeds livestock

Blue Wave Crashes on Ag Policy

Key Takeaways: The 2026 U.S. Midterm elections surprised many pundits and have created significant changes in how agriculture and major agricultural production states will be represented in Congress. Details on how candidates expect to address agricultural issues are still limited, and no offi...

feed-grains soy-oilseeds livestock

Japan’s Agricultural Import Dependence Supports Consistent Demand

Key Takeaways: Japan’s mountainous geography and limited farmland constrain domestic agricultural production, while its highly developed economy and substantial purchasing power make it one of the world’s most important agricultural import markets. Japan’s calorie-based food...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 26–30 October 2026 During the week in review Russian grain market remained quite volatile where feed wheat was appreciating and During the week in review, the Russian grain market remained volatile. Feed wheat prices appreciated while milling wheat prices declined...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.425/bushel, down $0.0575 from yesterday's close.  Dec 26 Wheat closed at $5.9975/bushel, down $0.0675 from yesterday's close.  Jan 27 Soybeans closed at $12.14/bushel, down $0.0275 from yesterday's close.  Dec 26 Soymeal closed at $318/short ton, down $1...

feed-grains soy-oilseeds wheat

Market Commentary: Ags Turn Red as Election Map Blinks Blue

What You Need to Know Today: Corn broke sharply lower after overnight headlines that U.S., Ukrainian, and Russian officials would meet for peace talks on 10 and 11 November. Mexico made its second large purchase of U.S. corn in as many days, bringing total purchases this week to just over 2 MM...

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