09/19/25 Afternoon CommStock Report – Trader Sentiment Shifting Along with the Season?

The Autumnal Equinox will occur on Monday to finish out the transition into fall. It will feel like fall this weekend with all the harvesting going on, but the weather will still be more like summer with chances of isolated thunderstorms to interrupt otherwise sunny skies and temperatures in the 80’s. This next prospect for rain comes to possibly provide parts of the Eastern Corn Belt with their first meaningful doses of moisture since early August. Precipitation rankings since then show several climate districts in the Midwest suffering their driest stretches in 133 years of records.   Most places that are dry now were abundantly saturated with moisture earlier in the season, some to the extreme end of being too wet, which is part of the weather set up that was conducive to diseases like Southern Rust and tar spot. The widespread incidence of crop disease and expectations for the related yield hit have been well debated. There is also active discussion about possible test weight deficiencies for corn and the elevated likelihood of phantom loss, while soybean shatter issues will be monitored as well.  There is a lot of conversation continuing about how the dry weather shift will have…