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Soybean Outlook: China Demand, Brazil Weather and Signs of a Harvest Low

Nov 04, 2026

Video: Soybean Outlook: China Demand, Brazil Weather and Signs of a Harvest Low

Funds are leaning short in wheat and closer to neutral in corn, says Brad Matthews. In this Market Plus, he explains who the commercials are, why he expects China to buy all 25 million metric tons of soybeans, how a super El Niño could heat up prices, whether USDA’s corn yield is too high after last week’s correction, and what persistent inflation means for grain prices.