CHINA HEADLINE HITS MARKET

AUDIO COMMENTARY

  • Corn bounced well off lows again

  • China cuts tariffs on ags but not soybeans

  • Is soybeans being excluded from tariff cut bearish?

  • China concerned about world supply?

  • Does this China decision make sense?

  • The tariff cuts make us more competitive

  • Funds record long and selling some

  • I expect the funds to come back and buy the dip

  • Is this a re-ownership opportunity?

  • Want to hold today & Friday’s lows

  • Corn is now cheaper for China

  • Funds haven’t puked out of those positions

  • USDA report on Wednesday

  • Some areas have basis on fire

  • Harvest progress came in on pace

  • Have to move stuff in a few weeks?

  • Want to see beans back above $13.00

  • Are the crops really there?

  • China meeting didn’t give us a super bullish headline, but it should result in more demand

  • This year still feels somewhat similar to 2010

  • What to do based on your situation?

Listen today’s audio below

9-28-2026

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GRAINS SURGE BACK. CHINA DETAILS MONDAY