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 Quarterly Grain Stocks report shows increased supplies across all major commodities, with corn, soybeans, and wheat stocks all rising compared to a year ago.
March 31, 2026 12:17 PM
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USDA’s annual Prospective Plantings report from the shows a shift in acreage for 2026, with farmers planning to cut back on corn and wheat while increasing soybean and cotton acres.
March 31, 2026 12:15 PM
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Strong Easter demand supports protein and crop markets.
March 31, 2026 10:00 AM
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The USDA’s upcoming reports will drop on Tuesday afternoon, giving the trade real results on acreage shifts, drought concerns, and ongoing trade tensions, adding uncertainty for U.S. farmers.
March 30, 2026 01:59 PM
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Processing disruptions could impact cattle markets if the strike continues.
March 30, 2026 01:08 PM
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Margins shift across the chain based on timing.
March 30, 2026 11:04 AM
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