Wiesemeyer's Perspectives | Tyson Shuts Plant | Policy Whiplash Hits The Heartland
AG Bull
<p><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></p>
<p>Tommy's Premium Subscription: <a href="http://www.agbull.com" rel="nofollow">www.agbull.com</a></p>
<p>AgBull Audio and Video Links</p>
<p><a href="https://podcasts.apple.com/us/podcast/ag-bull/id1596548171" rel="nofollow">Apple Music</a></p>
<p><a href="https://open.spotify.com/show/2BXdVJVVm2H7tUwCA9MzZK?si=Zt2H4s24QYKf7mFMsXrMoQ&nd=1&dlsi=01601a77d2ab4f3f" rel="nofollow">Spotify</a></p>
<p><a href="https://www.youtube.com/@agbullmedia" rel="nofollow">YouTube</a></p>
<p><a href="https://www.tiktok.com/@agbullmedia" rel="nofollow">TikTok</a></p>
<p> </p>
<p>Futures and options trading involves risk and is not suited for everyone.</p>
<p> </p>
<p>We sprint through a volatile week in ag policy: Brazil tariff rollbacks, EU tariff rumors, labor and H‑2A shifts, aid program timing, RFS delays, border reopening signals, a bullish cattle-on-feed report, and breaking news on a Tyson beef plant closure.<br><br>• USDA and CFTC reporting cadence returning<br>• Brazil coffee and beef tariffs lifted to fight food prices<br>• Potential easing of EU food tariffs and NCBA concerns<br>• ICE de-emphasizing raids and H‑2A expansion, dairy left out<br>• Farm losses per acre and aid package design uncertainty<br>• Disaster program stage two and expected top-up payments<br>• RFS and RINs timing delays, 45Z uncertainty<br>• USDA communications balance and need for field listening<br>• US–Mexico border phased reopening and realistic cattle flows<br>• Fed cut odds falling and financing risks<br>• China soy commitments vs competitiveness and history<br>• Whole milk back to schools boosting dairy sentiment<br>• New WOTUS proposal reducing federal permitting burdens<br>• Cattle-on-feed bullish read overshadowed by Tyson closure<br><br>If you're enjoying the show, tell a friend about it<br><br><br></p>
<p><br></p>
<p><br></p>
<p>Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. </p>
<p><br><br></p>