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

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.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. • Current grain and livestock futures levels and what’s moving • Midwest forecast details including heavy rain in the northwest Corn Belt and warm overnight lows • USDA acreage and grain stocks takeaways, including lower-than-expected corn and wheat stocks • Why wheat acreage down supports the rally • USDA Select grading share hitting new lows and what that signals for discount beef supply • Chart of the day on Nike’s multi-year drop and the role of competition and tariffs • Economic calendar highlights including grain crushings timing We’d love to have you on the premium side. Tommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTok Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.