Grain Markets and Other Stuff
@grainmarketsandotherstuff·35K subscribers·1.5K videos
Grain Bears are FRUSTRATED - Are "The Funds" Defending their Long Positions?
Posted
April 9, 2026
Views
14,111
Likes
647
Comments
149
April 9, 2026
14,111
647
149
5.64%
Every word spoken in this episode is indexed. Type any phrase to jump straight to the moment it was said.
Type any word or phrase that may have been spoken. Click a result to seek the player to that exact moment.
Try a name, a topic, or a quoted line
12:11Now PlayingJoe's Premium Subscription
Apple Podcasts
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-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. 👇
Sentinel Indexing in Progress
Metadata and chapters are available. Claim extraction for this episode is pending.
All video content is delivered via YouTube embedded players in accordance with the YouTube Terms of Service. Sentinel provides research tools that promote discovery and accountability across political media.
