
AG Squawk AM 7/14/2026 | Weather Shifts, Grain Sell-off, And A Record Hog Short
AG Bull
• 8 min
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<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 the morning checklist that moves ag markets, from cattle and hog futures to weather risk and an overnight grain slide. We also dig into a record-large managed money short in lean hogs and a surprising Apple lawsuit tied to OpenAI and the broader AI trade story. <br>• Live cattle and feeder cattle pricing snapshot across contracts <br>• Lean hogs selling pressure and what it signals <br>• Warming and drying outlook with 100+ degree heat in the Northern Plains <br>• Ongoing dryness in the hard red wheat belt and the timing of possible relief <br>• Sharp overnight drop in corn and soybeans with wheat less affected <br>• Managed money positioning in lean hogs near the largest gross short since 2006 <br>• Tight supply narrative with a small US sow herd and higher productivity <br>• Apple suing OpenAI over alleged trade secret theft and why AI still matters to traders <br>• Key economic calendar items including NFIB, ADP, CONAB and CPI </p>
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<p>Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. </p>
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