The Biggest Report of the Year... and the Bullet Grain Markets Dodged

The June 30 USDA report had all the ingredients for another major setback in the grain markets. Instead, it may have marked an important turning point.

This week, Jon Prischmann and Ryan Tungseth break down why the report was far more constructive than many expected, what the surprising demand numbers could mean for corn, and why weather is now firmly back in the driver's seat.

They also discuss why this could represent peak bearishness for acreage, why producers should already be thinking about 2027 marketing plans instead of dwelling on old crop, and what opportunities may emerge if weather or demand shifts over the rest of the summer.

Plus:

• Why wheat acreage continues its historic decline
• What the latest demand numbers say about corn and soybeans
• Why now is a weather market
• Warning signs beginning to appear in cattle
• Jon's thoughts on the stock market, Japan, and why he's still waiting for a major correction

The biggest report of the year is finally behind us. Now the market has a chance to trade the story that's actually developing instead of the one everyone feared.