AG Squawk with Mike Castle of Stone X | Report Day Whiplash In The Grain Markets episode artwork

EPISODE · Jun 30, 2026 · 41 MIN

AG Squawk with Mike Castle of Stone X | Report Day Whiplash In The Grain Markets

from AG Bull · host Tommy Grisafi

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.Report day brings a fast burst of green in corn and soybeans, then the market cools off as we sort short covering from real fundamentals. We talk through the USDA June acreage and stocks numbers with StoneX economist Mike Castle and map what could still change the summer trade. • managed money rotation between commodities and equities and why it matters for grain volatility • corn acres holding near 95.3 million and the bullish tilt from lower June 1 stocks • export competitiveness for US corn and what Europe’s heat risk could shift • soybean acres near expectations and why crush and biofuels reshape the demand story • China buying rumors versus confirmed flash sales and what the math allows • wheat strength tied to smaller North American acres and high abandonment • fertilizer pricing, retail lag, and the potential suspension of duties on Moroccan phosphate • cattle and hog softness during peak grilling season as a consumer stress signal • July and August weather risk, yield potential, and why the market is never “locked in” If you're watching on YouTube, don't forget to like, subscribe, share this bad boy around. Visit Agbull.com or call 855-737 Farm. 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. 

Episode metadata supplied by the publisher feed · Published Jun 30, 2026

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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. Report day brings a fast burst of green in corn and soybeans, then the market cools off as we sort short covering from real fundamentals. We talk through the USDA June acreage and stocks numbers with StoneX economist Mike Castle and map what could still change the summer trade. • managed money rotation between commodities and equities and why it ...

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AG Squawk with Mike Castle of Stone X | Report Day Whiplash In The Grain Markets

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