Episode Details
Back to EpisodesWiesemeyer's Perspectives | Trump-China-Ukraine-Russia
Description
We run through a brutal week on the quote screen and then zoom in on the stories that can flip prices fast: a surprise cattle on-feed report, record diesel costs, and geopolitics that keeps crude and freight on edge. We also map out what to watch from Trump-Xi trade talks, the Fed’s latest rate hike, and the messy timeline for a new farm bill.
• weekly commodity futures recap, including soymeal strength and soybean oil weakness
• cattle on feed placements shock, what it signals for feeder cattle and 2027 supplies
• how late-day rumors can move livestock markets and distort sentiment
• diesel at record levels, export ban talk, and why policy fixes have consequences
• what Trump-Xi deliverables could mean for soybeans, sorghum, corn, and wheat demand
• Fed hike impact on farm operating loans and refinancing costs
• Senate Farm Bill 2.0 outlook, SNAP as the central hurdle, and lame duck timing
• Russia-Ukraine attacks on energy and logistics, higher Black Sea shipping risk premiums
• US-Iran escalation risk and the knock-on effects for fuel and ag freight
• Phased reopening of the Mexico livestock border and screwworm constraints
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