Jake Walker (@walksquawk) 's Twitter Profile
Jake Walker

@walksquawk

📈 Market commentary on agriculture 🌾 and equity markets 📊
🌍 Macro news. Timely insights. Actionable analysis. Started in the pits and now I'm here.

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linkhttps://open.substack.com/pub/walksquawk/p/walk-squawk-email-newsletter?r=4qbg3b&utm_campaign=post&u calendar_today12-09-2023 13:52:56

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Monday Morning Grain Highlights: 🌽 Mostly weaker corn this AM — early pollination looks good, big surprise needed in today’s USDA Stocks & Acreage report to shake it up. Pre-report: corn acres ~95.35M, stocks ~4.64B bu. 🌱 Beans firming slightly — same story: mild bounce but

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🌾 Morning Grain Rundown: • 🇧🇷 Brazil corn estimates keep rising — Celeres pegs output at 147.6 MMT, way above USDA. • No major US pollination threats = bear fuel for corn. • Ethanol grind steady at 449M bu in May; DDGs down YoY. • Bean oil firm on Senate bio bill; US beans

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🚨 Trump’s playbook: ‘Go for broke.’ Can’t cut spending, can’t cut debt — so pump the bubble. Hartnett warns: One Big Beautiful Bill = One Big Beautiful Bubble. US debt on track for $50T+ by 2032. Tap stays open — until it doesn’t. #Debt #Bubble #WalkSquawk