USDA Pulls the Rug Underneath Farmers! + Chaos in Cattle

Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#USDA #Rug #farmers #November #WASDE #bearish #Chinese #soybeans #corn #data #cattle #feeder #defensive #stocks #Trump #Argentina #Brazil #Switzerland #Ecuador #Guatemala #ElSalvador #beef #coffee #bananas #AI #AMD #NVDA #bubble #India #drought #Iran The highly anticipated USDA November crop report was one big disappointment after the longest USDA government shutdown at 43 days! The USDA noted that “Due to lapse in government funding from October 1 through November 12, some U.S. data sources that are typically used were not available for the November 2025 WASDE.” It may never be available. What happened to the October plot data that was to be harvested where they weigh corn ears and soybean pods? The report was bearish vs. expectations, and we lost the short-term bullish technical momentum. We now have to buy more time. The USDA data dump on daily flash sales since 10-01-25 was no better showing very little Chinese buying of U.S. soybeans although we did have 3.3 mmt of corn bought not a surprise! Live and feeder cattle futures remained on the defensive again as headline news that Trump was going to do a trade deal and lower tariffs with Argentina, Brazil and Ecuador, Guatemala and El Salvador to try and reduce prices on U.S. beef, bananas and coffee. Stocks were also playing defensive by the end of the week on AI valuation concerns after hitting record highs early in the week with AMD at a financial analyst day forecasting a 1 trillion AI datacenter spend by 2030 up from $500 billion just a few years ago. Michael Burry famous for shorting stocks and picking on some AI names including NVDA and that the AI bubble was going to burst did not help investor AI sentiment. NVDA reports 3rd quarter earnings next Wednesday 11-19-25. Despite a bogus USDA report forecasting a NE corn yield at 191 unchanged, DTN was reporting more evidence that cloudy/humid conditions lowered solar radiation in NE resulting in corn yields down as much as 25%????The Trump administration announced a Switzerland trade framework and that India will buy more U.S. wheat not seen in 3 years. The drought in IRAN after 6 consecutive years is taking its toll and may force millions to evacuate!