AG Squawk AM 7/14/2026 | Weather Shifts, Grain Sell-off, And A Record Hog Short

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.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. • Live cattle and feeder cattle pricing snapshot across contracts • Lean hogs selling pressure and what it signals • Warming and drying outlook with 100+ degree heat in the Northern Plains • Ongoing dryness in the hard red wheat belt and the timing of possible relief • Sharp overnight drop in corn and soybeans with wheat less affected • Managed money positioning in lean hogs near the largest gross short since 2006 • Tight supply narrative with a small US sow herd and higher productivity • Apple suing OpenAI over alleged trade secret theft and why AI still matters to traders • Key economic calendar items including NFIB, ADP, CONAB and CPI 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.