Skip to content
AG Squawk AM 7/1/2026 | Grain Markets and Midwest Weather Update

AG Squawk AM 7/1/2026 | Grain Markets and Midwest Weather Update

AG Bull
7 min
Play episode
<p><a href="https://www.buzzsprout.com/1848225/fan_mail/new" rel="nofollow">Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.</a></p> <p>We run through the morning board and connect the dots between a bullish-leaning grain setup and a Midwest weather pattern that keeps adding uncertainty. We also dig into what changing cattle quality grades could mean for beef pricing, then zoom out with a quick lesson on supply chains and competition using Nike’s stock slide.&nbsp;<br>• Current grain and livestock futures levels and what’s moving&nbsp;<br>• Midwest forecast details including heavy rain in the northwest Corn Belt and warm overnight lows&nbsp;<br>• USDA acreage and grain stocks takeaways, including lower-than-expected corn and wheat stocks&nbsp;<br>• Why wheat acreage down supports the rally&nbsp;<br>• USDA Select grading share hitting new lows and what that signals for discount beef supply&nbsp;<br>• Chart of the day on Nike’s multi-year drop and the role of competition and tariffs&nbsp;<br>• Economic calendar highlights including grain crushings timing&nbsp;<br>We’d love to have you on the premium side.&nbsp;</p> <p>Tommy's Premium Subscription: <a href="http://www.agbull.com/" rel="nofollow">www.agbull.com</a></p> <p>AgBull Audio and Video Links</p> <p><a href="https://podcasts.apple.com/us/podcast/ag-bull/id1596548171" rel="nofollow">Apple Music</a></p> <p><a href="https://open.spotify.com/show/2BXdVJVVm2H7tUwCA9MzZK?si=Zt2H4s24QYKf7mFMsXrMoQ&amp;nd=1&amp;dlsi=01601a77d2ab4f3f" rel="nofollow">Spotify</a></p> <p><a href="https://www.youtube.com/@agbullmedia" rel="nofollow">YouTube</a></p> <p><a href="https://www.tiktok.com/@agbullmedia" rel="nofollow">TikTok</a></p> <p><br><br></p> <p><br></p> <p><br></p> <p>Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.&nbsp;</p> <p><br><br></p>