Wiesemeyer's Perspectives | Trump Tweets  Markets Crash episode artwork

EPISODE · Oct 10, 2025 · 35 MIN

Wiesemeyer's Perspectives | Trump Tweets Markets Crash

from AG Bull · host Tommy Grisafi

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.Tommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTok Futures and options trading involves risk and is not suited for everyone. Washington stalls while markets swing, and we map how a shutdown, China tensions, and a stronger dollar hit soybeans, sorghum, and cotton. We outline SDRP Stage Two, likely top-ups, funding routes, and why APH-based aid makes more sense than production-based payments.• USDA reports paused and payments delayed under the shutdown• SDRP Stage Two timing, potential top-ups beyond 35 percent• RFS and 45Z delays and what that means for crush and SAF demand• China’s zero U.S. soybean buys and Brazil’s expanding share• Sorghum export losses, cotton price pressure, acreage shifts ahead• Dollar strength as a headwind for U.S. exports• Why APH-based aid would avoid double penalties for producers• Long game: diversify markets, expand domestic crush capacity• Market tape: oil on peace headlines, equities correcting, gold bid on de-dollarizationUSDA farmer aid coming, but what and when? Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. 

Episode metadata supplied by the publisher feed · Published Oct 10, 2025

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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. Tommy's Premium Subscription: www.agbull.com AgBull Audio and Video Links Apple Music Spotify YouTube TikTok Futures and options trading involves risk and is not suited for everyone. Washington stalls while markets swing, and we map how a shutdown, China tensions, and a stronger dollar hit soybeans, sorghum, and cotton. We outline SDRP St...

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Wiesemeyer's Perspectives | Trump Tweets Markets Crash

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