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Markets Now with Michelle Rook

Michelle Rook
Corn
Soybeans
Wheat
China
Cattle Market
Cattle
Crude Oil
Grains
Beef
Hogs
Hog Market
USDA
Weather
Inflation
Argentina
Beef Demand
Beef Market
Corn Market
Bravant Seeds
Beef Cattle Market

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

PublishesDailyEpisodes101Founded4 years ago
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Business NewsNews

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Brad Kooima, Kooima Kooima Varilek

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Lane Akre, Pro Farmer economist provides their shocking yield estimates for corn and soybeans.

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Scott says cattle tank on Trump's plan to lower beef prices, hogs follow. Corn is higher with soybeans lower on profit taking but working in big export sales.

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Recent Guests

Kyle Bumsted
Analyst at Allendale
Allendale, Inc.
Episode: Markets Now Early - 8-13-26 Kyle Bumsted, Allendale, Inc.
Rich Nelson
Analyst with Allendale
Allendale
Episode: Markets Now Closes - 8-11-26 Rich Nelson, Allendale
Mike Castle
Representative from StoneX
StoneX
Episode: Markets Now Closes - 8-6-26 Mike Castle, StoneX
Allison Thompson
Analyst from The Money Farm
The Money Farm
Episode: Markets Now Early 8-6-26 Allison Thompson, The Money Farm
Mark Knight
Farmer's Keeper Financial
Farmer's Keeper Financial
Episode: Markets Now Early - 8-4-26 Mark Knight, Farmer's Keeper Financial
John Heinberg
John Heinberg of Total Farm Marketing
Total Farm Marketing
Episode: Markets Now Closes 7-28-26 John Heinberg, Total Farm Marketing
Joe Kooima
Partner at Kooima Kooima Varilek
Kooima Kooima Varilek
Episode: Markets Now Early - 7-27-26 Joe Kooima, Kooima Kooima Varilek
Naomi Blohm
Naomi Blohm of Total Farm Marketing
Total Farm Marketing
Episode: Markets Now Closes 7-7-26 Naomi Blohm, Total Farm Marketing
Darin Newsom
Senior Market Analyst with Barchart
Barchart
Episode: Markets Now Early - 7-7-26 Darin Newsom, Barchart

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 - 8-10-26 Arlan Suderman, StoneX
Q: What about the corn market?
Corn has not followed wheat higher due to Black Sea disruptions being less supportive for corn, though demand signals from feed usage and exports remain important; traders are watching WASDE and USDA pace data for clues, while yield expectations and acreage revisions could swing prices going forward.
Markets Now Early 8-6-26 Allison Thompson, The Money Farm
Q: What are you watching for in August in terms of production versus demand?
The big question remains production and its effect on yields as harvest approaches; weather and regional dryness could pull yields down from trend line, while demand—especially export sales—remains a key counterbalance.
Markets Now Early 8-6-26 Allison Thompson, The Money Farm
Q: Do we have a lot of this worked into the market already, do you think or not?
Yes, we are getting closer to market-adjusted expectations, with private estimates indicating trend line yields on soybeans but above trend on corn, suggesting some yield optimism but also recognition of dry areas.
Markets Now Closes - 8-5-26 Kevin Duling, KD Investors
Q: What do you think about the private yield estimates versus trendlines, and how might that influence the August WASDE?
Private estimates are likely optimistic for some regions but not broadly achievable given current crop conditions; the market will likely reconcile these with USDA methodologies, potentially keeping prices range-bound until clear shifts in demand or supply emerge.
Markets Now Closes - 8-5-26 Kevin Duling, KD Investors
Q: Kevin, let's start off talking about corn and soybean futures. How much is weather driving the headlines ahead of WASDE?
Weather has been a dominant influence, with heat and moisture variability shaping yield expectations; markets are navigating between private estimates and USDA projections as August targets the WASDE release.

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

How many episodes of Markets Now are there?

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. Kyle Bumsted
2. Rich Nelson
3. Mike Castle
4. Allison Thompson
5. Mark Knight
6. John Heinberg
7. Joe Kooima
8. Naomi Blohm

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