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.
Tyson’s closure reflects deep supply shortages in the U.S. cattle industry, tightening packing capacity, weakening competition, and signaling more volatility ahead for cow-calf producers and feedyards.
November 21, 2025 07:02 PM
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Lower tariff rates and new rail-service proposals may improve corn movement efficiency during early-season marketing.
November 21, 2025 12:01 PM
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Crop producers face tightening credit and lower incomes, while strong cattle markets continue to stabilize finances in livestock-heavy regions.
November 21, 2025 11:58 AM
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Early Cattle-on-Feed estimates point to slightly tighter cattle supplies, reinforcing the need to monitor prices and timing for winter marketing.
November 21, 2025 10:45 AM
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Removing the 40% duty sharply lowers U.S. beef import costs on beef, coffee, fertilizer and fruit, and restores Brazil’s competitiveness during a period of tight domestic supply.
November 21, 2025 10:30 AM
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Farmland values remain stable, but weakened credit conditions and lower expected farm income signal tighter financial margins heading into 2026.
November 20, 2025 01:04 PM
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