9/8/2026 Market Commentary

Live Cattle: Live Cattle futures started the holiday-shortened week with good gains after last week’s better-than-expected cash market. Cattle traded in the South at $223 late in the day Friday, and that carried over into Saturday morning. The North traded mostly at $218 early in the week, but there were cattle that traded at $220 toward the end of the week. The futures market saw a good recovery late in the trading session on Friday, and that strength spilled over into this week. Optimism that the cash market can hold at these levels and work higher, along with futures contracts that were oversold, brought managed money back to the complex today. Last Friday’s CFTC report showed managed money as sellers of 9,527 contracts, reducing their net-long position to 47,914 contracts as of last Tuesday. This is the first time their net-long position has been below 50,000 contracts since September 2024. Boxed beef was slightly higher this morning, with Choice up $1.30 to $377.47 and Select $1.07 higher at $356.94. Choice is just slightly lower than a week ago, while Select has lost $3.72. Last week’s estimated slaughter was 526,000 head, down 16,000 on the week, as packers try to find the sweet spot on bigger kills while trying to keep the boxed beef market elevated. Today’s move higher pushed futures through the 20-day MA and settled above that line for the first time since August 11. Another settlement above the 20-day MA tomorrow would help bring managed money back to the complex as buyers.

Feeder Cattle: Feeder Cattle futures started the day slightly higher but quickly picked up steam and traded to the highest levels in over two weeks. The Feeder Cattle complex found support from a slightly lower Corn market, but most of the strength stemmed from sharply higher Live Cattle futures. Cash Feeder Cattle continue to sell well given the current market environment. The CME Feeder Cattle Index was only quoted higher five times throughout the month of August, but it lost only $16.52 for the month, while Feeder Cattle futures lost over $22.00/cwt. Today, the index was quoted $1.22 lower at $327.58, which is a new low for this move lower. Friday’s CFTC report showed managed money as buyers of 1,794 contracts, raising their net-long position to 7,508 contracts. This is still the smallest long position that funds have held since September 2024 and well below the record position of 37,806 set just over a year ago.

Hogs: Lean Hog futures gained back their losses from late last week in today’s session. October closed $1.95 higher, settling at $84.25, the highest close since August 4. Today’s price action led the market to close above the 50-day MA, a level the market hasn’t been able to break and hold in a long time. With little to no positive news surrounding the pork sector, the strong positive day can most likely be attributed to agricultural commodity buying or marginal repositioning. July pork exports showed exports down 4% compared to July of 2025, as Mexico (down 2% YOY) and most other destinations have slowed down their buying. The indexes aren’t helping much either, as the Cutout continues to move lower, led by seasonal bellies, and the Lean Hog Index lost $0.54 today, settling at $90.54. Traders will need to see a confirmational change in product to hold this rally into the fall. One thing to watch on the charts is whether we can continue to trade above the 50-day MA. A close below, with no positive fundamental news, could cause more selling to come into the market.

Corn: Corn futures started higher during the overnight session but spent the majority of the day session trading in negative territory. The futures have stalled out over the past week, and although they have not seen big losses, they have now finished lower four days in a row. The December contract tried to trade through the 550 level twice last Wednesday and failed, quickly losing over 23 cents in the next 24 hours. The futures had rebounded some of those losses by the end of the week but remain nearly 17 cents off the highs. The market traded many bullish news stories in the final weeks of August and the first few days of September, and while those stories still remain intact, there has not been any additional bullish news to drive the market higher. Concerns over production within the U.S., along with good demand for Corn within the country, remain the key headlines, while concerns over global supply and logistical issues have helped support the market. Friday’s CFTC report showed managed money establishing a new record net-long position as of last Tuesday at 431,062 contracts after buying 54,549 contracts for the week. They remain with the largest long position in history, along with the new record net-long position.

Closing Prices

Market Month Last Change
Corn Dec 533.50 3.25
CHI Wheat Dec 747.00 13.00
KC Wheat Dec 819.00 16.75
Soybeans Nov 1316.25 6.50
Soy Oil Oct 70.22 1.33
Soy Meal Oct 343.30 4.9
Live Cattle Oct 217.025 4.075
Feeder Cattle Sept 328.875 4.050
Lean Hogs Oct 84.250 1.950
Crude Oil Oct 92.25 0.77
Ch Cutout 377.47 1.30
Sel Cutout 356.94 1.07
Feeder Index 327.58 1.22
Pork Cutout 92.86 1.74
Dollar Index 98.869 0.3070
DOW 52,905 509
National Corn Basis -44.52 0.05
National Bean Basis -50.73 1.36

Dates to Remember

September 11- WASDE Report

September 18- Cattle on Feed Report

September 24 – September Feeders Expiration

Hog Fundamentals

Current One Week Ago Change One Year Ago Change
Lead Month Future 84.250 83.650 0.600 95.150 0.900
National Cash 88.03 88.73 0.70 103.83 15.80
Index 90.54 90.86 0.32 105.87 15.33
Cutout 92.86 97.67 4.81 116.38 23.52
IA/SMN Cash 89.33 89.86 0.53 104.36 16.03
IA/SMN Weights 286.20 284.10 2.10 282.50 3.70
Slaughter 2,315,000 2,377,000 62,000 2,317,429 2,429

Cattle Fundamentals

Current One Week Ago Change One Year Ago Change
North Cash 219.44 244.83
South Cash 223.00 241.78
North Steer Basis 5.00 6.43
Choice Boxes 377.47 378.02 0.55 409.69 32.22
Select Boxes 356.94 360.66 3.72 385.34 28.44
Spread 20.53 17.36 3.17 24.35 3.82
Carcass Weights 889 887 2 872 17
Slaughter 526,000 542,000 16,000 493,830 32,170
FC Index 327.58 329.14 1.56 367.03 39.45

Cash Cattle Markets

Region This Week Last Week Last Year
TX/OK/NM N/A $241.92
KS N/A $244.83
NE $219.44 $241.78
IA/MN $218.80 $244.91

CFTC Disaggregated COT Report

As of: 9/1/2026
Commodity Current Managed Money Change Current Producer/Commercial Change Total OI Total OI Change
Live Cattle 47,914 9,527 -96,645 8,825 299,894 67
Feeder Cattle 7,508 1,794 -1,847 1,479 61,699 1,573
Lean Hogs -28,323 2,812 -38,102 33,094 289,146 1,752
Corn 431,062 54,549 -764,734 87,570 1,793,163 715
Soybeans 241,183 42,929 -323,860 48,363 1,048,724 8,381

Live Cattle Markets

October Live Cattle have traded and closed above the 20-day MA. Support is at 216.00 and then 212.525. Resistance is at 220 followed by the 50-day MA of 222.95.

Feeder Cattle Markets

October Feeders traded and settled above the 20-MA average for first time in 3-weeks. Support is at 321.75 and then 316.850. Resistance is at 330.00 followed by the 50-day MA of 333.375.

Lean Hogs Markets

October Lean Hogs gained back losses suffered the end of last week with that contract closing above the 50-Day MA. Support is at 83.80 and then 82.50. Resistance is at 85.00 followed by the 100-day MA of 85.275.

Corn Markets

December corn broke lower during mid trading session and held lower throughout the day, closing below the 10-day MA. Next level of support would be 513.50 followed by 500. Resistance continues to be in the 545 – 550 range, a breakout above would likely signal further buying.

This material should be construed as the solicitation of an account, order, and/or services provided by Producers Commodities LLC, NFA ID: 0355787 and represents the opinions and viewpoints of the author. It does not constitute an individualized recommendation or take into account the particular trading objectives, financial situations, or needs of individual customers.  Additionally, this material should not be construed as research material. The trading of derivatives such as futures and futures options may not be suitable for all investors. Derivatives trading involves substantial risk of loss, and you should fully understand the risks prior to trading. Past results are not necessarily indicative of future results. Producers Commodities LLC is not responsible for any redistribution of this material by third parties, or any trading decisions taken by persons not intended to view this material. Information contained herein was obtained from sources believed to be reliable, but its accuracy, timeliness, and/or completeness cannot be guaranteed. Contact designated personnel from Producers Commodities LLC for specific trading advice to meet your trading preferences or goals.

Let's Talk

Producers Livestock offers livestock sourcing and marketing, commodities trading and hedging and loans and credit facilities to farmers and processors in the Midwestern US and Central Plains.

Nebraska Location

4809 S 114th St
Omaha, NE 68137

Iowa Location

4280 Sergeant Rd, Ste 240
Sioux City, IA 51106

General Contact

PO Box 45978
Omaha, NE 68145

Business Hours

Monday – Friday

8:00 A.M. – 4:00 P.M.