Wiesemeyer's Perspectives | Cattle Under Pressure As Grains Rebound

AG Bull

• 65 min

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<a href="https://www.buzzsprout.com/1848225/fan_mail/new" rel="nofollow">Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.</a> We connect the biggest shifts in ag markets, from a sharp cattle break and rising beef imports to a grain rebound powered by fund flow, export demand, and tighter global supply signals. We also tie war risk and trade policy to real-world input costs, then map what Washington and USDA reports could change next.  • weekly market performance across corn, soybeans, wheat, cotton, cattle, and hogs  • Why wheat leads on Black Sea disruption and European crop concerns  • cattle futures down hard with cash strength creating a gap to watch  • beef import trends and supplier shifts are adding pressure to cattle  • managed funds rotating back into grains as seasonal lows get tested  • China demand signals and what trade commitments may mean through 2028  • soybean oil rally linked to tariffs, tallow flows, and biofuel demand  • key USDA cattle inventory and cattle on feed data as a near-term catalyst  • US-Iran conflict risk flowing into crude oil, diesel, and fertilizer costs  • Congress focuses on the USMCA, Farm Bill, E15, additional farmer aid, and CCC limits  • Bayer pulling the glyphosate petition after farm group pushback  • Fed independence, interest rates, and what credit means for farm risk  If you want to get on Jim's newsletter, www.agbull.com  Tommy's Premium Subscription: <a href="http://www.agbull.com/" rel="nofollow">www.agbull.com</a> AgBull Audio and Video Links <a href="https://podcasts.apple.com/us/podcast/ag-bull/id1596548171" rel="nofollow">Apple Music</a> <a href="https://open.spotify.com/show/2BXdVJVVm2H7tUwCA9MzZK?si=Zt2H4s24QYKf7mFMsXrMoQ&nd=1&dlsi=01601a77d2ab4f3f" rel="nofollow">Spotify</a> <a href="https://www.youtube.com/@agbullmedia" rel="nofollow">YouTube</a> <a href="https://www.tiktok.com/@agbullmedia" rel="nofollow">TikTok</a> Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.