Episode Details
Back to EpisodesWiesemeyer's Perspectives | Soybeans Fall Even When China Buys
Description
We run through a fast, packed market check that explains why grains slide despite big China soybean buying, and why harvest pace still sets the near-term tone. We also zoom out to policy and macro pressure points, from RINs to diesel to inflation, and we say plainly where the data does not add up.
• weekly markets mostly lower with spring wheat leading losses and meal under pressure
• crop progress focus on Iowa soy harvest pace and what it means for crush and logistics
• China soybean cargoes and the tug of war between demand support and harvest supply
• US beef access to China still restricted for some plants and why timing matters
• South America planting and Brazilian weather risk with El Niño in the background
• shifting midterm outlook and what turnout could change in tight Senate races
• EPA RIN reallocation details still unclear and key dates for comments and hearings
• inflation running hot and what upcoming Fed meetings could mean for rates
• dyed diesel enforcement suspension limits and why diesel prices may stay elevated
• transparency push on USDA Nebraska corn estimates and missing trade purchase detail
Text it, email it, subscribe. Do whatever you gotta do to tell people about what we’re doing.
AgBull Audio and Video Links:
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.