Skip to content
AG Squawk AM 7/17/2026 | Smoke, Heat, And Wheat Markets Under Stress

AG Squawk AM 7/17/2026 | Smoke, Heat, And Wheat Markets Under Stress

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 track a smoky Midwest morning and what heat and limited rainfall could mean for stressed wheat areas, especially spring wheat. We also break down a Kansas City wheat surge tied to Russia Ukraine conflict risk, then zoom out to beef demand strength and a NASDAQ slide driven by AI and chip fears.&nbsp;<br>• Lean hogs holding near $100 with limited movement across months&nbsp;<br>• Smoke and air quality concerns plus hot, dry weather risk for wheat regions&nbsp;<br>• Kansas City wheat limit-up move tied to Black Sea export disruption risk&nbsp;<br>• Retail beef prices staying high while demand indicators remain resilient&nbsp;<br>• NASDAQ 100 sell-off and why outside markets still matter for agriculture&nbsp;<br>&nbsp;I encourage you to join us on the premium side. 25 bucks a month or 250 annually. You can join the AgBull team.</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></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>