Traders are warning that the markets have had a different feel lately. They say it is no surprise, given the action out of our nation’s Capitol recently, but they warn you need to stay vigilant.
“So now that we’ve flipped the calendar into 2025, it started with the January report,” said Brian Splitt. “It really changed the perception of the balance sheet for corn specifically, but also for soybeans. And now we’ve got a new Administration in office. And so with all of the things going on, with tariffs, who are we putting tariffs on? Are the tariffs off? Are they getting delayed? So the frequency of what you would say market-impacting information is really ramping up.”
Splitt says it is important to tackle any issues now. The number one thing you want to avoid is making decisions under duress.
USDA’s report shows wheat strength overall, with winter wheat yields setting records, while spring wheat and rye saw declines. Oats and barley remain constrained by record-low acreage despite stable or rising yields.
October 01, 2025 04:24 PM
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Together, these markets highlight the diverse forces shaping industrial inputs and safe-haven assets.
October 01, 2025 04:15 PM
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Bigger-than-expected corn and wheat stocks are bearish for prices, while soybean figures were neutral. Farmers may face additional price pressure as harvest accelerates.
October 01, 2025 04:02 PM
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Jeramy Stephens, with National Land Realty, says that despite today’s economic headwinds, farmland remains a resilient asset — and understanding local conditions is key to making sound decisions.
October 01, 2025 03:42 PM
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Higher domestic rail tariffs and mixed capacity shifts will influence grain movement this harvest. Strong corn exports provide momentum, but logistics costs remain a critical factor.
September 30, 2025 04:12 PM
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The Final Grain Stocks Report may be the last key figures we see if a government shutdown halts future updates.
September 30, 2025 12:25 PM
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