EPISODE · Apr 9, 2026 · 12 MIN
Grain Bears are FRUSTRATED - Are "The Funds" Defending their Long Positions??
from Grain Markets and Other Stuff
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.Markets on edge as the US-Iran ceasefire hangs by a thread 🚨Iran is already alleging violations before talks have formally begun. Peace negotiations are tentatively set for Pakistan this Saturday, but the Strait of Hormuz remains largely closed. Crude cratered 16% to settle near $94 🛢️—and Goldman says don't expect the low $80s until the strait fully reopens.The dollar had its worst day since January, dropping 0.8% as investors fled safe havens 💵📉. Markets are now pricing in ~25% odds of a Fed rate cut by year's end.Wheat got slammed—Chicago May down ~18 cents, KC May off ~12—hit by falling crude and rain forecasts across the Plains 🌾☔. Corn closed lower; beans bucked the trend and finished higher. Watch the western HRW areas — they may miss the forecasted rains.Super El Niño on the horizon ☀️🌧️ — models show it developing July/August, peaking in November, and lasting into 2027. Generally favorable for the Corn Belt, but watch for planting delays and disease pressure.USDA WASDE drops at 11am CST today 📊 — expectations are quiet, corn/soy stocks largely unchanged, wheat slightly lower. Post-report breakdown video coming shortly after!Ethanol production hit a seasonal high at 1.12M bpd, up 5% YoY 🌽⚡. Margins remain solid across the Corn Belt at 15–40 cents positive.Lots moving today—stay locked in. 👇
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Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links — Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. Markets on edge as the US-Iran ceasefire hangs by a thread 🚨 Iran is already alleging violations before talks have formally begun. Peace negotiations are tentatively set for Pakistan this Saturday, but the Strait of Hormuz remains largely closed. Crude cratered 16% to settle near $94 ...
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Grain Bears are FRUSTRATED - Are "The Funds" Defending their Long Positions??
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