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A podcast episode discussed the July 2025 WASDE, which followed USDA's June 30 acreage and stocks updates and sparked market moves in soybeans. The discussion covered wheat harvest expectations and corn demand changes that put ending stocks in record-range territory.
The episode offers commentary on the July WASDE drivers but reports no new supply or demand fact that would move prices on its own.
castro.fmJul 18, 2025After 3,207 past report events, CORN moved a median +0.2% over 5 sessions (54% higher; middle half -1.3% to +1.7%), and +0.5% over 20.
After 2,389 past report events, SOY moved a median 0.0% over 5 sessions (50% higher; middle half -1.6% to +1.9%), and +0.1% over 20.
After 2,447 past report events, WHEAT moved a median +0.0% over 5 sessions (51% higher; middle half -1.5% to +1.8%), and +0.2% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
