U.S. CPI headline inflation rose to 3.7% year-over-year in September, up from 3.4% in August and above expectations for an increase to 3.6%. Core inflation rose to 2.6%, up from 2.4% and above expectations for an increase to 2.5%. Probabilities for a Federal Reserve rate hike on October 28th increased to 42%, up from 22% yesterday.

Same calendar, different balance sheet: Seasonals have reflection points that can change course. ontariofarmer.pressreader.co… My perspectives in this week’s Ontario Farmer, on Page 5. Written prior to Friday’s USDA report. @OntFarmerNews

U.S. 2026/27 Ending Stocks and trade ranges for #corn, #soybeans and #wheat.

What is your current sentiment on the #corn market into this fall?

The Bank of Canada kept the target rate unchanged at 2.25%, as expected. The Federal Reserve will make their next announcement on September 16th.

This seems important.

Need some understanding on the corn balance sheet? In this week's @OntFarmerNews "Less Room for Error: Corn Enters a Demand Market". Some of these stocks to use numbers being thrown out can be/are misleading. Can't change supply without changing demand. The 10% pivotal number in stocks to use signals more volatility ahead.

What is your current bias on the #corn market heading into the fall (a month from now):

A strong day for the grain markets. #corn #soybeans #wheat

USDA Report U.S. Ending Stocks Estimates: - #corn below trade estimate for old and new - #soybeans above trade estimates for new crop - #wheat at trade estimates.

Updated historical U.S. drought evolution by growing season.

Historical December corn futures highs by month since 2000.

Writing an article on the the impacts of AI in grain markets (long term). Do you ever talk to an AI about grain markets? RT's appreciated.

Grains start the week stronger.

This seems important.

December #corn futures high since 2000.

U.S. #corn export sales continue to be consistent.

Below is a look at the changes in the FedWatch probabilities by the end of 2026. The market is now pricing in more potential for hikes than cuts.

Today's closing prices within the ranges over the past 30-days. #corn #soybeans #wheat