Spectrum Commodities Wheat & Cattle Markets Analysis

Louise Gartner

Wheat and Cattle Markets Analysis.

Commodities trading involves risk. Past performance is not indicative of future performance.

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72 episodes
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English

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#4839
Yesterday · 14 min
November 13, 2026 - Grains and Cattle
Grain space under pressure yesterday but higher in the night session; Baltic countries resisting Russian grain movement through their ports; cattle futures mixed; cash cattle lower again; boxed beef mixed and cash feeders higher.
#4838
Thursday · 9 min
November 12, 2026 - Grains and Cattle
Wheat higher on lack of agreement for Black Sea export corridor; Algeria buys option-origin wheat; requests for waivers from bio-fuel blend obligation starting up again; cattle futures mixed; cash trade still quiet; boxed beef lower on light volume; cash feeders higher.
#4837
Wednesday · 12 min
November 11, 2026 - Grains and Cattle
Soybeans and corn sharply higher following Supply/Demand report; report summary; no word on export corridor for Black Sea; cattle futures higher; no cash reports; boxed beef mixed; cash feeders lower; beef supply/demand summary.
#4836
Tuesday · 15 min
November 10, 2026 - Grains and Cattle
Grains mixed as they wait for today's Supply/Demand report and results from tri-lateral talks between Ukraine/Russia/US; USDA issues early baseline projections for '27/28; crop progress and conditions; cattle futures gap higher; cash declines further; boxed beef firm on light volume; cash feeders higher; weekly cash beef summary.
#4835
Monday · 14 min
November 9, 2026 - Grains and Cattle
Wheat continues to slip on increasing likelihood of re-opening the Black Sea corridor; Supply/Demand report Tuesday; more rains headed for US southwest/plains; large traders continue aggressive selling into commercial hands; cattle futures had a rough week; cash markets stay under pressure; boxed beef mixed and cash feeders weaker; significant uptick in New World Screwworm cases.
#4834
November 6 · 17 min
November 6, 2026 - Grains and Cattle
Grain space continues under pressure, wheat sensing potential truce between Ukraine and Russia, corn and beans bracing for bearish data from USDA; grains saw solid export sales; cattle futures weaker again; cash stays lower for the week; boxed beef lower; cash feeders lower; export sales steady with last week.
#4833
November 5 · 15 min
November 5, 2026 - Grains and Cattle
Grains struggle to get traction as yield estimates increase and energy markets decline; wheat lower on hopes of Ukraine/Russia war resolution; China confirms trade agreements; weather improves for northern Brazil; eastern Australian rains hamper wheat harvest and threaten quality; cattle futures lower despite sharply higher stock market; cash under pressure; boxed beef and cash feeders also lower.
#4832
November 4 · 18 min
November 4, 2026 - Grains and Cattle
Grain complex continues lower despite private sales; Democratic sweep of elections poses questions for agriculture; wheat under pressure on hopes for some kind of resolution to Ukraine/Russia war; private yield estimates coming in before Nov. 10 Supply/Demand report; rains to slow Midwest harvest but forecasts look for warmer and drier conditions next week; cattle futures lower while cash stays quiet; choice boxed beef continues to lose to select; cash feeders lower; Indiana dairy herd tests positive for H5N1.
#4831
November 3 · 14 min
November 3, 2026 - Grains and Cattle
Wheat and corn slightly higher despite weaker soybeans; export inspections; harvest and winter wheat planting progress; wars ramping up again; Russia increasing Baltic port wheat exports; cattle futures mixed; cash steady; boxed beef higher; cash feeders lower; weekly cash update.
#4830
November 2 · 16 min
November 2, 2026 - Grains and Cattle
Grains markets have a rough month; selling in stocks spills over to ag markets; rumors of China shopping US soft red winter help stabilize wheat; Europe updates grain production estimates; Black Sea war not slowing down; weather updates; cattle futures under pressure as cash slips lower; boxed beef mixed; cash feeders lower.
#4829
October 30 · 13 min
October 30, 2026 - Grains and Cattle
Wheat leads higher on China interest and strong export sales; wet weather heading to central plains and Midwest; forecasts looking at dryness returning to northern Brazil's soybean region; ERS releases Farm Expenses report; cattle futures continue their slide; new cash reporting system sees wide price variations; boxed beef lower; cash feeders higher; beef export sales decline.
#4828
October 29 · 16 min
October 29, 2026 - Grains and Cattle
Wheat and soybeans continue lower while corn finds buying; reports Russia is sending a grain vessel through Kerch Strait with a military escort; more rain headed to US southern plains; northern Brazil forecast brings dryness back; cattle futures under pressure while the cash market moves higher; boxed beef lower; cash feeders slightly higher; disruptions to normal placements and marketing expected to create market opportunities.
#4827
October 28 · 13 min
October 28, 2026 - Grains and Cattle
Soybeans continue to drag grains lower; EU, Ukraine and Russia export updates; Argentina production and export updates; cattle futures mostly higher; cash lower; boxed beef higher; cash feeders higher; another port of entry opens on the Mexican border.
#4826
October 27 · 15 min
October 27, 2026 - Grains and Cattle
Grains weaker on soybean selling; corn harvest lagging in western Midwest; update on Russian wheat exports; cattle futures struggle to hold gains after bullish Cattle-on-Feed report; cash markets higher; boxed beef higher; cash feeders lower; weekly cash update.
#4825
October 26 · 19 min
October 26, 2026 - Grains and Cattle
Grain space under pressure from active harvest and hopeful progress in Black Sea war; Southern Hemisphere wheat harvest underway; Commitment-of-Traders reports shows long liquidation; world FOB update; cattle futures hold strong; cash reporting quiet; boxed beef mixed; cash feeders firm; Cattle-on-Feed report shows large drop in placements and more evidence of heifer retention.
#4824
October 23 · 12 min
October 23, 2026 - Grains and Cattle
Lower wheat drags corn down, soybeans find buyers; export sales light for wheat but solid for corn and soybeans; active harvest weekend ahead; South American weather mostly good for row crop seeding; Southern Hemisphere winter wheat harvest underway; USDA announces grants for domestic fertilizer production; cattle futures mostly lower; cash quiet; boxed beef lower with cash feeders higher; solid export sales; Cattle-on-Feed today.
#4823
October 22 · 18 min
October 22, 2026 - Grain and Cattle
Wheat continues under pressure while corn and soybeans hold support; FOB basis gets a bump; Egypt buys non-Russian wheat; more rain headed to southern plains; cattle futures higher; cash quiet; boxed beef lower; USDA to re-open two more ports of entry on Mexican border; UDSA announcement to aggregate cash prices from 5 states to restore price transparency met with mixed reviews.
#4822
October 21 · 16 min
October 21, 2026 - Grains and Cattle
Grain space continued lower; China buys more US soybeans; USDA announces diesel fuel subsidy; NATO increases security on the eastern flank after Russia attacks vessels, US envoy again in Russia for peace talks; France updates corn production estimate; cattle futures higher while cash stays quiet; boxed beef higher; cash feeders higher.
#4821
October 20 · 19 min
October 20, 2026 - Grains and Cattle
Grain space sees more selling, stalling at support levels; good weather looks to advance harvest; seasonal outlook; cattle mixed for the day; cash firm; boxed beef mixed; cash feeders lower; weekly cash summary; holiday wholesale beef buying underway.
#4820
October 19 · 23 min
October 19, 2026 - Grains and Cattle
Grains space struggling to hold positive outlook; wars continue to add uncertainty, Russia and Ukraine exports about half of normal; markets expecting increase in US winter wheat plantings; Southern Hemisphere winter wheat harvest begins - El Nino had less impact on Australia than expected; export sales update; world FOB update; cattle markets continue higher; cash firm; boxed beef mixed; cash feeders higher; longer term outlook for cattle.

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