Wiesemeyer's Perspectives | War UpDate

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We catch up on a wild week where commodities react to shifting weather, tight livestock supplies, and nonstop geopolitical noise. We also lay out a surprisingly bullish cotton roadmap, then zoom out to the policy and rate decisions that shape what farmers and traders do next. • Weekly moves across grains, livestock, and softs are viewed through fundamentals • Bullish cotton balance sheet driven by polyester disruption, tighter stocks, and policy support • JBS plant closure as a signal of a historic cattle shortage and lower slaughter capacity • Iran uncertainty and why oil markets struggle to trust timelines and headlines • New World screwworm case count, monitoring challenges, and the USDA response • 45Z GREET model update and what it could mean for corn, soybean oil, and biofuel investment • US ag trade deficit improving on lower imports, exports still the challenge • FOMC setup and why higher rates raise the cost of storing grain • USMCA leverage talk, what the US, Canada, and Mexico each want • Midterm election forecast and how control of Congress could shake out Tell the boys at Trade the News the Agbull boys sent you, and you want a free trial 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.