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.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTok Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.