EPISODE · May 9, 2026 · 54 MIN
Wiesemeyer's Perspectives | Trump's Trip to China
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.We walk through the market and policy drivers that could swing agriculture next week, from USDA May data and the wheat tour to a Trump Xi summit that may reshape demand for key commodities. We also connect geopolitics, drought, energy, and Washington decisions to the real-world risk farmers and traders manage every day. • cotton rally context and what could extend it • grain pullback after a strong run and why crude oil matters • cattle and feeder cattle trend amid drought and slow herd rebuilding • soybean oil spread dynamics tied to renewable fuels policy and 45Z expectations • winter wheat tour focus on HRW production and abandonment risk • Iran ceasefire uncertainty and why geopolitics now drives market volatility • drought map takeaways for planting progress and yield psychology • year-round E15 prospects in Congress and the infrastructure lag • Trump Xi summit deliverables and potential ag purchase commitments • tariff court ruling, Section 301 path, and timing risks • tariff refunds and liquidity implications for companies • interest rates, sticky inflation, and debt pressure • farm aid and ag disaster package timeline and legislative vehicle questions • DOJ action on AgriStats and what it signals for the meat sector • fertilizer price constraints now and possible long-term domestic supply strategy Drop us a note. Where'd you subscribe? Did you subscribe to Apple Podcasts, Spotify Podcast, YouTube? AgBull Premium, www.agbull.com. AgBull Premium, $25 a month, $250 annually. But if you are, cancel and we'll give you back your money and away you go. If you'd like a free trial, trade the news, go to trade the news tom the Ag Bull Boy sent you.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.
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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. We walk through the market and policy drivers that could swing agriculture next week, from USDA May data and the wheat tour to a Trump Xi summit that may reshape demand for key commodities. We also connect geopolitics, drought, energy, and Washington decisions to the real-world risk farmers and traders manage every day. • cotton rally context and...
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Wiesemeyer's Perspectives | Trump's Trip to China
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