Wiesemeyer's Perspectives | Trump's Trip to China
AG Bull
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<p>We walk through the market and policy drivers that could swing agriculture next week, from USDA May data and the wheat tour to a Trump Xi summit that may reshape demand for key commodities. We also connect geopolitics, drought, energy, and Washington decisions to the real-world risk farmers and traders manage every day. <br>• cotton rally context and what could extend it <br>• grain pullback after a strong run and why crude oil matters <br>• cattle and feeder cattle trend amid drought and slow herd rebuilding <br>• soybean oil spread dynamics tied to renewable fuels policy and 45Z expectations <br>• winter wheat tour focus on HRW production and abandonment risk <br>• Iran ceasefire uncertainty and why geopolitics now drives market volatility <br>• drought map takeaways for planting progress and yield psychology <br>• year-round E15 prospects in Congress and the infrastructure lag <br>• Trump Xi summit deliverables and potential ag purchase commitments <br>• tariff court ruling, Section 301 path, and timing risks <br>• tariff refunds and liquidity implications for companies <br>• interest rates, sticky inflation, and debt pressure <br>• farm aid and ag disaster package timeline and legislative vehicle questions <br>• DOJ action on AgriStats and what it signals for the meat sector <br>• fertilizer price constraints now and possible long-term domestic supply strategy <br>Drop us a note. Where'd you subscribe? Did you subscribe to Apple Podcasts, Spotify Podcast, YouTube? <br>AgBull Premium, www.agbull.com. AgBull Premium, $25 a month, $250 annually. But if you are, cancel and we'll give you back your money and away you go. <br>If you'd like a free trial, trade the news, go to trade the news tom the Ag Bull Boy sent you.</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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