Wiesemeyer's Perspectives | Why A Government Reopening Could Spark Ag And Trade

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. We track a likely end to the shutdown, the return of critical USDA data, and fresh China commitments that pushed soybeans out of a grinding range. Rates, tariffs, and biofuel policy collide with export flows to shape a fragile but improving demand story.• shutdown pressure from elections and program timing• partial USDA reopenings and FSA payment backlogs• NASS crop production and WASDE returning mid November• Fed uncertainty keeps dollar firm and bonds soft• soybean rally on China purchase floors and port relief• tariff tweaks, rare earth delay, and export logistics• $13bn CCC shift toward trade aid and formula impacts• biofuels, RFS volumes, and 45Z as domestic demand engine• cattle volatility, Argentine beef optics, and sticky retail prices• FMC slide as a warning for inputs and LATAM credit• basis improvements at PNW and NOLA as demand signalSubscribe at www.agbull.com for alerts, morning emails, and Wiesemeyer Intel. “Drop a comment: What can we do better? What would you like to see more of?” Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.