Skip to content
Wiesemeyer's Perspectives | Beef, Tariffs, And A Wrecking Ball Walk Into Washington

Wiesemeyer's Perspectives | Beef, Tariffs, And A Wrecking Ball Walk Into Washington

AG Bull
42 min
Play episode
<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&amp;nd=1&amp;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>&nbsp;</p> <p>Futures and options trading involves risk and is not suited for everyone.</p> <p>&nbsp;</p> <p>We walk through a volatile week where shutdown politics, CPI relief, and global trade headlines moved cattle limit down while grains firmed. From Argentina beef optics to a possible Trump–Xi meeting, we connect DC decisions to cash flow, price risk, and the week ahead.<br><br>• shutdown timing linked to ACA premium hikes and party leverage<br>• partial FSA reopening and roughly 3bn dollars in payments to producers<br>• CPI at 3 percent yoy, equities rally, odds of another Fed cut rise<br>• beef inflation stubborn, cattle limit-down driven by optics and fear<br>• Argentina imports small in scale versus US consumption<br>• screwworm controls, Mexico cattle border reopening scenarios<br>• trade cards: 301 probe on China, soy and sorghum deliverables<br>• Canada talks pause, Japan signals added US commodity buys<br>• Brazil tariffs, coffee prices, and hamburger flows<br>• API withdraws support for year-round E15 and seeks reforms<br>• Senate hearing on seed and fertilizer market power and history<br>• market highs, debt surge, and risks from congressional dysfunction<br><br>Trading futures and options involves the risk of loss and is not suitable for all investors.<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.&nbsp;</p> <p><br><br></p>