Ag Bull Intel

U.S./China Tensions Set Stage for Ag Market Squeeze Escalation before diplomacy points to weaker exports, rising input costs, and a policy-driven recovery path Market signals increasingly support the view that U.S./China tensions are likely to intensify before any meaningful diplomatic reset, reinforcing a near-term environment defined by trade friction, cost inflation, Mideast issues and margin pressure across…

Trump & Iran Trade War Threats With Hormuz Crisis Building Trump to send ICE agents to assist TSA at airports amid shutdown | Several key ag/energy meetings this week as EPA RFS decisions near LINKS  Link:  Macroeconomic Watch: March 21, 2026Link: Trump/Xi Summit Reset Sharpens Focus on Ag Deliverables          Beyond Soybeans Link: Video: Wiesemeyer’s Perspectives, March 21 Link:…

Macroeconomic Watch: March 21, 2026 Inflation risks re-emerge as war, oil, and policy stimulus collide with a still-resilient U.S. economy Macro overview — policy regime shift underway The macro backdrop is transitioning from disinflation → stagflation riskmanagement: Result: The Federal Reserve now faces a two-sided policy risk, with rate hikes no longer off the table. Commodity…

Update on March 27 White House Ag Confab  USDA as of March 19 has distributed $8.3 billion of the $11 billion authorized under the Farmer Bridge Assistance (FBA) program  LINKS  Link: Trump/Xi Summit Reset Sharpens Focus on Ag Deliverables          Beyond Soybeans Link: Video: Wiesemeyer’s Perspectives, March 21 Link: Audio: Wiesemeyer’s Perspectives, March 21Topics discussed on podcast:Markets: Friday closes and…

Trump/Xi Summit Reset Sharpens Focus on Ag Deliverables Beyond Soybeans Mid-May timeline increases odds of a structured, multi-commodity deal as negotiators pivot toward feed grains, protein, and biofuels alongside limited soybean upside The reset of President Donald Trump’s summit with Chinese President Xi Jinping into a mid-May window is increasingly being viewed not as a…

Trump/Xi Summit Reset for Mid-May as Iran War Forces Delay; China Comments  Farm groups push for more aid | China steps up fentanyl crackdown | Court dismisses DOJ challenge to California egg standards | RFS update LINKS  Link: Cook Political Report Webinar: Wasserman Sees Democratic          Enthusiasm Surge — But Structural Limits Still Shape 2026 Map Link: Video: Wiesemeyer’s…

Cook Political Report Webinar: Wasserman Sees Democratic Enthusiasm Surge — But Structural Limits Still Shape 2026 Map Early primary signals, redistricting constraints, and candidate dynamics point to a favorable — but not limitless — Democratic midterm environment In a subscriber webinar, Cook Political Report’s David Wasserman fielded a wide range of audience questions, offering a detailed, data-driven…

Trump Calls for De-escalation as Brent Oil Surges White House rolls out “pro-farmer” agenda ahead of National Agriculture Day | Urea surge — not a broad fertilizer spike — drives spring market risk LINKS  Link: Video: Wiesemeyer’s Perspectives, March 15  Link: Audio: Wiesemeyer’s Perspectives, March 15 Updates: Policy/News/Markets, March 19, 2026 UP FRONT Top Stories — White House…

Trump/Xi Summit Postponed Five to Six Weeks; Both Sides Downplay Tensions FOMC decision day, presser and projections | E15 | Iran update | Fertilizer | False disease rumors debunked — NCBA urges reliance on verified animal health information | U.S. producer prices surge in February LINKS  Link: Mexico Pivots to Meat Exports as U.S. Border Closure         …