Wiesemeyer's Perspectives | Why A Government Reopening Could Spark Ag And Trade
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<p>We track a likely end to the shutdown, the return of critical USDA data, and fresh China commitments that pushed soybeans out of a grinding range. Rates, tariffs, and biofuel policy collide with export flows to shape a fragile but improving demand story.<br><br>• shutdown pressure from elections and program timing<br>• partial USDA reopenings and FSA payment backlogs<br>• NASS crop production and WASDE returning mid November<br>• Fed uncertainty keeps dollar firm and bonds soft<br>• soybean rally on China purchase floors and port relief<br>• tariff tweaks, rare earth delay, and export logistics<br>• $13bn CCC shift toward trade aid and formula impacts<br>• biofuels, RFS volumes, and 45Z as domestic demand engine<br>• cattle volatility, Argentine beef optics, and sticky retail prices<br>• FMC slide as a warning for inputs and LATAM credit<br>• basis improvements at PNW and NOLA as demand signal<br><br>Subscribe at www.agbull.com for alerts, morning emails, and Wiesemeyer Intel. “Drop a comment: What can we do better? What would you like to see more of?”<br><br><br></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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