Wiesemeyer's Perspectives | War UpDate
AG Bull
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<p>We catch up on a wild week where commodities react to shifting weather, tight livestock supplies, and nonstop geopolitical noise. We also lay out a surprisingly bullish cotton roadmap, then zoom out to the policy and rate decisions that shape what farmers and traders do next. <br>• Weekly moves across grains, livestock, and softs are viewed through fundamentals <br>• Bullish cotton balance sheet driven by polyester disruption, tighter stocks, and policy support <br>• JBS plant closure as a signal of a historic cattle shortage and lower slaughter capacity <br>• Iran uncertainty and why oil markets struggle to trust timelines and headlines <br>• New World screwworm case count, monitoring challenges, and the USDA response <br>• 45Z GREET model update and what it could mean for corn, soybean oil, and biofuel investment <br>• US ag trade deficit improving on lower imports, exports still the challenge <br>• FOMC setup and why higher rates raise the cost of storing grain <br>• USMCA leverage talk, what the US, Canada, and Mexico each want <br>• Midterm election forecast and how control of Congress could shake out <br>Tell the boys at Trade the News the Agbull boys sent you, and you want a free trial <br><br>Tommy's Premium Subscription: <a href="http://www.agbull.com/" rel="nofollow">www.agbull.com</a></p>
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<p>Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. </p>
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