Episode Details
Back to EpisodesWiesemeyer's Perspectives | Cattle Under Pressure As Grains Rebound
Description
We connect the biggest shifts in ag markets, from a sharp cattle break and rising beef imports to a grain rebound powered by fund flow, export demand, and tighter global supply signals. We also tie war risk and trade policy to real-world input costs, then map what Washington and USDA reports could change next.
• weekly market performance across corn, soybeans, wheat, cotton, cattle, and hogs
• Why wheat leads on Black Sea disruption and European crop concerns
• cattle futures down hard with cash strength creating a gap to watch
• beef import trends and supplier shifts are adding pressure to cattle
• managed funds rotating back into grains as seasonal lows get tested
• China demand signals and what trade commitments may mean through 2028
• soybean oil rally linked to tariffs, tallow flows, and biofuel demand
• key USDA cattle inventory and cattle on feed data as a near-term catalyst
• US-Iran conflict risk flowing into crude oil, diesel, and fertilizer costs
• Congress focuses on the USMCA, Farm Bill, E15, additional farmer aid, and CCC limits
• Bayer pulling the glyphosate petition after farm group pushback
• Fed independence, interest rates, and what credit means for farm risk
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