This month’s WASDE report showed a bullish outlook on soybeans. USDA made cuts to both soybean and corn numbers and left the South American crop unchanged.
An economist says both marketplaces are uncertain with the news about the South American crop and the potential for trade wars with the incoming Administration. It is something that traders are watching, but they warn there are several other factors at play moving forward.
“This is something that we’ve got to keep an eye on, but the big questions remain, as I said with the corn, it’s the South American production. And then we do have to concern ourselves with risk to prices based off of any tariffs coming in with the new Presidency and potential trade wars,” said Greg McBride.
Also on everyone’s radar in the coming weeks is Brooke Rollins, President-elect Trump’s pick to lead USDA. Cabinet nominees have begun their confirmation hearings this week. So far, Rollins’ hearing has not been scheduled.
Meat stocks rose seasonally but remain below last year overall, while tighter butter inventories could support dairy prices, and belly stocks warrant close watch for pork markets.
January 26, 2026 03:00 PM
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Payment totals alone do not show financial stress — production costs and net losses complete the picture.
January 26, 2026 02:30 PM
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Heavier weights and strong late-year slaughter supported December production, but lower annual totals highlight ongoing supply tightness heading into 2026.
January 26, 2026 11:19 AM
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Rising import pressure and tougher export competition are likely to persist into 2026, supporting domestic supplies while capping export growth.
January 26, 2026 09:56 AM
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Without additional support, many soybean operations will continue to face financial stress as they prepare for the 2026 crop.
January 26, 2026 09:41 AM
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Placements and marketings beat expectations, but declining on-feed totals and feeder constraints keep the supply story supportive for cattle prices into 2026. Dr. Derrell Peel, with Oklahoma State University, joined us to break down cattle-on-feed numbers and provide his broader market outlook.
January 23, 2026 04:40 PM
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