Episode Details
Back to EpisodesWiesemeyer's Perspectives | China Tariffs, Diesel Shock, And The Next Big USDA Reports
Description
Markets swing on headlines, but we focus on the numbers and the policy details that decide whether Friday’s rebound is real demand or just a bounce. We connect China trade timing, diesel price shocks, geopolitics, USDA reports, and election pressure into a single risk map for grains and livestock.
• weekly movers across feeder cattle, cotton, live cattle, soybeans, corn, hogs, and wheat
• corn and soybean chart levels that define support, resistance, and harvest pressure
• what Jamison Greer signals on China purchases, the extended truce, and why tariff timing matters
• why soybean tariffs shape competition with Brazil and private sector Chinese buying
• diesel prices as the top farm belt issue and the risks of an export ban
• red diesel supply ideas and potential fallout for renewable diesel and soybean oil
• Iran, the Strait of Hormuz, and how energy disruption hits freight and fertilizer costs
• feeder cattle flow from Mexico after the Santa Teresa port opening
• ICE-related fears and workforce disruptions in cattle and packing regions
• Russia-Ukraine energy attacks, Black Sea grain logistics, and wheat volatility
• Rising interest rates, a stronger dollar, and what that does to exports and gold
• USDA food price inflation outlook and why beef stays expensive
• The Quarterly Grain Stocks wild card and the week’s key USDA data calendar
• Cook Political Report outlook for House and Senate and the “doubly disenchanted” voters
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