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Back to EpisodesWiesemeyer's Perspectives | Beef, Tariffs, And A Wrecking Ball Walk Into Washington
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Futures and options trading involves risk and is not suited for everyone.
We walk through a volatile week where shutdown politics, CPI relief, and global trade headlines moved cattle limit down while grains firmed. From Argentina beef optics to a possible Trump–Xi meeting, we connect DC decisions to cash flow, price risk, and the week ahead.
• shutdown timing linked to ACA premium hikes and party leverage
• partial FSA reopening and roughly 3bn dollars in payments to producers
• CPI at 3 percent yoy, equities rally, odds of another Fed cut rise
• beef inflation stubborn, cattle limit-down driven by optics and fear
• Argentina imports small in scale versus US consumption
• screwworm controls, Mexico cattle border reopening scenarios
• trade cards: 301 probe on China, soy and sorghum deliverables
• Canada talks pause, Japan signals added US commodity buys
• Brazil tariffs, coffee prices, and hamburger flows
• API withdraws support for year-round E15 and seeks reforms
• Senate hearing on seed and fertilizer market power and history
• market highs, debt surge, and risks from congressional dysfunction
Trading futures and options involves the risk of loss and is not suitable for all investors.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.