The Friday Fontanelle Final Bell Darren Frye with Water Street Advisors

2-17-23 • Increase talk of new crop beans • When will we see export pace pick up for Brazil? • Complacency for ’23 crop • Increase in input costs from labor, seed for example • Strong spreads • Are we going to stay on pace for exports from the U.S.? • Cattle usually top during February • Highest price for cattle in 8 years • Hogs should be going higher-can’t seem to move