AGS Week Ahead: Market Brace for USDA Stocks, U.S. Jobs Report

Dow Jones09-29
 

By Giulia Petroni

 

A roundup of key agricultural commodity markets for the week Sept. 22-26 by Dow Jones Newswires in Barcelona.

 

GRAINS & OILSEEDS: A likely government shutdown is looming over markets at the start of the week, weighing on the U.S. dollar and Treasury yields. Traders are also waiting for some big macro catalysts, including Tuesday's USDA stocks report and Friday's U.S. nonfarm payrolls data.

Meanwhile, "seasonals are still broadly bearish ahead of the Oct. 1 low for the agriculture complex," analysts at Peak Trading Research say. This is usually driven by the effects of the harvest, where increased supply pressures prices downward before seasonal demand picks up again.

Chicago wheat futures are up 0.2% to $5.21 a bushel on Monday, while corn is down 0.1% to $4.22 a bushel. Soybean prices fall 0.4% to $10.09 a bushel, weighed down by a bearish USDA export inspections report and Argentina's temporary suspension of agricultural export taxes, Rabobank analysts say.

 

SOFT COMMODITIES: On Monday, cocoa climbs 2% to $7,044 a metric ton as hedge funds turn more bearish, but is still down more than 8% this month.

Coffee instead falls 1.1% to $3.74 a pound. Robusta coffee futures on ICE dropped 13.9% week-over-week, pressured by rainfall in Brazil, a possible delay in the EU's Deforestation Regulation, and the potential for a carve-out from U.S. tariffs on coffee, according to Rabobank. Managed money sold 3,480 net lots, reducing their position to 8,762 contracts, marking the largest net sell-off since May.

Sugar ticks 0.4% higher to $0.16 a pound.

 

Write to Giulia Petroni at giulia.petroni@wsj.com

 

(END) Dow Jones Newswires

September 29, 2025 11:56 ET (15:56 GMT)

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