Wiesemeyer's Perspectives | Trump Tweets Markets Crash

AG Bull

• 36 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> 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 and options trading involves risk and is not suited for everyone.   Washington stalls while markets swing, and we map how a shutdown, China tensions, and a stronger dollar hit soybeans, sorghum, and cotton. We outline SDRP Stage Two, likely top-ups, funding routes, and why APH-based aid makes more sense than production-based payments. • USDA reports paused and payments delayed under the shutdown • SDRP Stage Two timing, potential top-ups beyond 35 percent • RFS and 45Z delays and what that means for crush and SAF demand • China’s zero U.S. soybean buys and Brazil’s expanding share • Sorghum export losses, cotton price pressure, acreage shifts ahead • Dollar strength as a headwind for U.S. exports • Why APH-based aid would avoid double penalties for producers • Long game: diversify markets, expand domestic crush capacity • Market tape: oil on peace headlines, equities correcting, gold bid on de-dollarization USDA farmer aid coming, but what and when? Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.