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Markets Now with Michelle Rook

Michelle Rook
Corn
Soybeans
Wheat
China
Crude Oil
Cattle Market
Cattle
Beef
Grains
Hogs
Hog Market
Inflation
USDA
Weather
Argentina
Iran
Brazil
Beef Demand
Beef Cattle Market
Fertilizer

Michelle Rook talks daily with industry analysts to break down agricultural and commodity markets.

PublishesDailyEpisodes101Founded4 years ago
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Latest Episodes

Don says wheat fades a big early rally on Black Sea export disruptions, corn and soybeans fall with favorable weather. Cattle saw additional strength and bottoming action? Hogs plummeted.

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Darin Newsom, Barchart, Inc.

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Jamie says grains fall with soybeans leading the plunge on weather and China concerns. Is the rally over? Crude oil rallies, while the FOMC leaves rates unchanged. Cattle continue to recover.

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Mike Minor, Professional Ag Marketing says corn and soybeans fall on more favorable weather. Cattle continue to recover, hogs take a break.

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Recent Guests

Joe Kooima
Partner at Kooima Kooima Varilek
Kooima Kooima Varilek
Episode: Markets Now Early - 7-27-26 Joe Kooima, Kooima Kooima Varilek
Bryan Doherty
Total Farm Marketing advisor and market analyst
Total Farm Marketing
Episode: Markets Now Early - 7-23-26 Bryan Doherty, Total Farm Marketing
Ted Seifried
Analyst at Zaner Ag Hedge
Zaner Ag Hedge
Episode: Markets Now Closes - 7-21-26 Ted Seifried, Zaner Ag Hedge
Greg McBride
Analyst at Allendale
Allendale
Episode: Markets Now Early 7/21 Greg McBride, Allendale, Inc.
Garrett Toay
Garrett Toay, AgTraderTalk
Episode: Markets Now Closes - 7-16-26 Garrett Toay, AgTraderTalk
DuWayne Bosse
Representative from Bolt Marketing
Bolt Marketing
Episode: Markets Now Closes - 6-26-26 DuWayne Bosse, Bolt Marketing
Mike Minor
Professional with Professional Ag Marketing
Professional Ag Marketing
Episode: Markets Now Early 6-23-26 Mike Minor, Professional Ag Marketing
Mike North
Analyst at EverAg, agriculture market expert
EverAg
Episode: Markets Now Early - 6-22-26 Mike North, Ever.Ag
Brad Kooima
Partner at Kooima Kooima Varilek, market analyst
Kooima Kooima Varilek
Episode: Markets Now Early - 6-9-26 Brad Kooima, Kooima Kooima Varilek

Host

Michelle Rook
Host of Markets Now with Michelle Rook

Chart Rankings

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Talking Points

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Markets Now Closes 7-28-26 John Heinberg, Total Farm Marketing
Q: How are geopolitical and demand factors affecting soybeans and corn?
China's demand and open auctions for soybeans can provide some optimism, while forward-looking factors like the relative profitability of Chinese crushers and the cost comparison between US and Brazilian beans influence how strong the rally remains, suggesting demand could waver if margins deteriorate.
Markets Now Closes 7-28-26 John Heinberg, Total Farm Marketing
Q: What is driving the initial market reaction to crop ratings and yield expectations?
The initial reaction is tied to crop ratings deterioration and the anticipation that yield models, influenced by current weather and heat, may adjust down or up through the August reports as data is collected, with traders watching USDA revisions and private analyst expectations.
Markets Now Closes - 6-30-26 Arlan Suderman, StoneX
Q: And Arlan, let's talk about the wheat, first of all, because acreage down to 42.7 million acres. And of course, these were some of the lowest levels in history, weren't they?
The drop in winter wheat acres is historically large, tightening the balance sheet but not enough to suggest we'll run out before next year's harvest; export demand support from Black Sea prices and potential European crop reductions could provide some upside, though the overall risk remains balanced as of the report.
Markets Now Closes - 7-17-26 Shawn Hackett, Hackett Financial Advisors
Q: Did the market get concerned at all here about what the president said about China election tampering and the possibility of unwinding this deal that we have with them or these soybean and ag purchases?
The market reaction appears limited; the host believes the administration's stance is more about posturing ahead of elections rather than an imminent policy shift, and current soybean purchases from China are expected to continue in an orderly fashion unless domestic weather shock changes the dynamics.
Markets Now Closes - 7-17-26 Shawn Hackett, Hackett Financial Advisors
Q: And Shawn, let's talk about the grain markets. Wheat, the price leader, not only Friday, but for the week. We were putting in war premium. How much war premium do we need to add?
The premium has to reflect the duration and potential China and European supply disruptions; if the conflict persists into August or longer, prices may need to be rerated higher beyond current expectations, especially if key export routes remain constrained and weather develops unfavorably.

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Frequently Asked Questions About Markets Now

What is Markets Now about and what kind of topics does it cover?

A market-focused show centered on agricultural commodities, livestock, and energy-driven price dynamics. Episodes typically feature a host-led dialogue with a guest analyst or market expert to unpack near-term price drivers, supply-demand signals, and the interplay of headlines, weather, and policy developments on crops like corn, soybeans, and wheat, as well as cattle and hogs. Technicals, fundamental context, and practical implications for traders, producers, and Ag retailers are common through-lines, with recurring threads around fund positioning, export demand, and macro factors such as energy prices and geopolitical developments. A standout aspect is the consistent emphasis on actionable takeaways for the coming week, backed by data-dr... more

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These podcasts share a similar audience with Markets Now:

1. AgriTalk PM
2. Grain Markets and Other Stuff
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4. Market Talk
5. The Final Bell

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Markets Now launched 4 years ago and published 101 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Markets Now?

Recent guests on Markets Now include:

1. Joe Kooima
2. Bryan Doherty
3. Ted Seifried
4. Greg McBride
5. Garrett Toay
6. DuWayne Bosse
7. Mike Minor
8. Mike North

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