www.agbull.com

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.

Please like and subscribe @agbullmedia

The Ag Bull website is Live www.agbull.com

Watch Us on U-Tube AG Bull Podcast
(105) AG Bull Podcast - YouTube

www.agbull.com
AG BULL Media


E-Mail tg@agbull.com

Thank you, Tommy G

www.agbull.com

We break down why cash rent outperforms in booms but lags in lean years, and how flex and share contracts shift risk when margins tighten. We map the corn–soybean tilt across regions, unpack China’s stockpiles, and set a practical plan for selling into strength amid missing reports.

• cash rent versus flex and share in lean and boom years
• why averages mislead when planning risk
• regional yield and price ratios steering corn or soybeans
• $150-per-acre swing from local assumptions
• China’s grain stockpiles and trade war shifts
• rallying beans, weaker export signals, tighter basis
• navigating uncertainty without key reports
• AEI’s data-led strategies for 2025–2026
• long-run demand from income growth and energy uses

For the charts mentioned, email: tg@agbull.com or contact AEI at AEI.ag

Please like and subscribe @agbullmedia

Watch Us on U-Tube AG Bull Podcast
(105) AG Bull Podcast - YouTube

www.agbull.com
AG BULL Media


E-Mail tg@agbull.com

Thank you, Tommy G

www.agbull.com

We unpack Trump’s push to cool beef prices, the market’s limit-down reaction in feeder cattle, and how policy headlines are whipsawing cash and futures. We track ripple effects from talk of banning Chinese used cooking oil, Argentina’s reemergence in trade flows, and the cash-first logic behind ADM’s free DP on soybeans.

• options floated to temper beef prices and why cattle producers resist
• volatility from policy signaling, tweets, and import adjustments
• used cooking oil import talk and renewable diesel feedstock shifts
• Argentina currency backstops and meat quota implications
• soybean crush strategy in South America and delayed 45Z clarity
• basis strength, convergence mechanics, and cash flow priorities
• free DP as a signal of physical tightness, not a trick
• rate outlook into 2026 and potential China soybean “deliverables”
• shutdown impact on reports, CPI priority, and USDA timing
• land values supported by investors and solar leases
• bridge aid, reciprocity in trade, and farmer margins under pressure

Subscribe for updates and premium alerts at Ag Bull Media. Contact: 1-855-737-FARM. “Wiesemeyer’s Perspectives is always free.”

Please like and subscribe @agbullmedia

Watch Us on U-Tube AG Bull Podcast
(105) AG Bull Podcast - YouTube

www.agbull.com
AG BULL Media


E-Mail tg@agbull.com

Thank you, Tommy G