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A Report They'll Talk About for Years

Report Shock, Soybean Setup, and Corn's New Reality


This week’s market wasn’t just eventful—it was historic.

In the latest Hedge Heads Insider, Jon and Ryan unpack what may be one of the most disruptive reports in decades. A surprise acreage switch sent shockwaves through the corn and soybean markets, while volatility in cattle and hints of weakness in the stock market round out a week that feels like a turning point.


The Big Picture: What Changed?

  • A massive shift in acreage moved millions of acres from soybeans into corn, flipping the entire grain market narrative

  • Corn yields came in at levels above even the most aggressive estimates

  • Feed usage and export projections appear wildly optimistic

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