China is Buying Overpriced US Soybeans + New "Inverted" Food Pyramid

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.🌱 Grain MarketsSoybean futures rallied on Wednesday, with the Mar26 contract jumping nearly 11 cents to settle around $10.67. The move was driven by renewed Chinese demand, including reports that Sinograin purchased multiple U.S. soybean cargoes, plus a confirmed flash sale to China earlier this week. Corn and wheat futures also closed higher.🥩 New U.S. Dietary GuidelinesUpdated U.S. dietary guidelines place a stronger emphasis on protein intake and full-fat dairy, while discouraging ultra-processed foods, added sugars, and refined carbs. The new guidance calls for protein at every meal and higher daily intake levels than previously recommended. Unlike past guidelines, there’s less focus on plant-based proteins or whole grains. The American Heart Association pushed back, warning of potential cardiovascular risks tied to higher consumption of red meat, salt, and full-fat dairy.🌽 Ethanol UpdateU.S. ethanol production declined modestly last week, while ethanol stocks increased. Despite the production dip, margins remain solid across much of the Corn Belt, with many plants still running comfortably in positive territory based on current corn, DDG, and input prices.🏠 Housing & Interest RatesMortgage rates dropped to their lowest level in more than a year. Lower borrowing costs have boosted both home purchase activity and refinancing interest, with buyers responding quickly to improved affordability.🏘️ Institutional Home Buying DebatePresident Trump proposed banning institutional investors from purchasing single-family homes as part of a broader housing affordability push. Markets reacted negatively, though economists note institutional investors own only a small share of the total housing stock. Critics warn the policy could reduce housing supply and potentially worsen affordability rather than improve it.