Wiesemeyer's Perspectives | Cattle Under Pressure As Grains Rebound
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We connect the biggest shifts in ag markets, from a sharp cattle break and rising beef imports to a grain rebound powered by fund flow, export demand, and tighter global supply signals. We also tie war risk and trade policy to real-world input costs, then map what Washington and USDA reports could change next.
• weekly market performance across corn, soybeans, wheat, cotton, cattle, and hogs
• Why wheat leads on Black Sea disruption and European crop concerns
• cattle futures down hard with cash strength creating a gap to watch
• beef import trends and supplier shifts are adding pressure to cattle
• managed funds rotating back into grains as seasonal lows get tested
• China demand signals and what trade commitments may mean through 2028
• soybean oil rally linked to tariffs, tallow flows, and biofuel demand
• key USDA cattle inventory and cattle on feed data as a near-term catalyst
• US-Iran conflict risk flowing into crude oil, diesel, and fertilizer costs
• Congress focuses on the USMCA, Farm Bill, E15, additional farmer aid, and CCC limits
• Bayer pulling the glyphosate petition after farm group pushback
• Fed independence, interest rates, and what credit means for farm risk
If you want to get on Jim's newsletter, www.agbull.com
Tommy's Premium Subscription: www.agbull.com
AgBull Audio and Video Links
Apple Music
Spotify
YouTube
TikTok
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We connect the biggest shifts in ag markets, from a sharp cattle break and rising beef imports to a grain rebound powered by fund flow, export demand, and tighter global supply signals. We also tie war risk and trade policy to real-world input costs, then map what Washington and USDA reports could change next.
• weekly market performance across corn, soybeans, wheat, cotton, cattle, and hogs
• Why wheat leads on Black Sea disruption and European crop concerns
• cattle futures down hard with cash strength creating a gap to watch
• beef import trends and supplier shifts are adding pressure to cattle
• managed funds rotating back into grains as seasonal lows get tested
• China demand signals and what trade commitments may mean through 2028
• soybean oil rally linked to tariffs, tallow flows, and biofuel demand
• key USDA cattle inventory and cattle on feed data as a near-term catalyst
• US-Iran conflict risk flowing into crude oil, diesel, and fertilizer costs
• Congress focuses on the USMCA, Farm Bill, E15, additional farmer aid, and CCC limits
• Bayer pulling the glyphosate petition after farm group pushback
• Fed independence, interest rates, and what credit means for farm risk
If you want to get on Jim's newsletter, www.agbull.com
Tommy's Premium Subscription: www.agbull.com
AgBull Audio and Video Links
Apple Music
Spotify
YouTube
TikTok
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
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