Wiesemeyer's Perspectives | The Bull needs to be Fed

Friday Futures Report | Tom Leffler

www.agbull.com [https://www.buzzsprout.com/1848225/fan_mail/new] We’re in Nashville on a bare-bones setup, but the markets are anything but simple as nearly every major ag commodity closes down and sets up a weekend of headline risk. We walk through Tom Leffler’s slides to put the week’s damage in context, then zoom out to seasonals, cattle volatility, and what we’re watching next month.  • weekly futures scoreboard across cattle, hogs, corn, soybeans, wheat and cotton  • year-over-year context to judge whether prices are still historically strong  • USDA monthly average cash prices and how basis changes what you actually receive  • seasonal patterns for Kansas City wheat highs after January 1  • seasonal timing for new-crop soybean highs and why early-year highs are unusual  • seasonal timing for December corn highs and how to use it in a marketing plan  • feeder cattle technical levels and why they matter right now  • algorithms and managed money driving futures beyond cash signals  • expanded daily limits in live cattle and feeder cattle plus the trade-offs  • what we’re watching next month in managed money, soy crush, and cattle cash trade  If you can come back in for lunch or in the evenings and watch these videos, they'll help out a lot. Tommy's Premium Subscription: www.agbull.com [http://www.agbull.com/] AgBull Audio and Video Links Apple Music [https://podcasts.apple.com/us/podcast/ag-bull/id1596548171] Spotify [https://open.spotify.com/show/2BXdVJVVm2H7tUwCA9MzZK?si=Zt2H4s24QYKf7mFMsXrMoQ&nd=1&dlsi=01601a77d2ab4f3f] YouTube [https://www.youtube.com/@agbullmedia] TikTok [https://www.tiktok.com/@agbullmedia] Futures and options trading involve risk and are not suited for everyone. Support the show [https://www.agbull.com/intel-subscription/]

Wiesemeyer's Perspectives | Memorial Day 2026

www.agbull.com [https://www.buzzsprout.com/1848225/fan_mail/new] Tommy's Premium Subscription: www.agbull.com [http://www.agbull.com/] AgBull Audio and Video Links Apple Music [https://podcasts.apple.com/us/podcast/ag-bull/id1596548171] Spotify [https://open.spotify.com/show/2BXdVJVVm2H7tUwCA9MzZK?si=Zt2H4s24QYKf7mFMsXrMoQ&nd=1&dlsi=01601a77d2ab4f3f] YouTube [https://www.youtube.com/@agbullmedia] TikTok [https://www.tiktok.com/@agbullmedia] Futures and options trading involve risk and are not suited for everyone. We run through a fast, heavy week across grains, livestock, and macro policy, then zoom in on why cattle volatility and sticky food inflation are getting political. We connect fertilizer strategy, trade fights, court risk, and shipping rules to what you pay at the store and what you hedge on the board.  • weekly moves across corn, soybeans, wheat, cotton, cattle, feeders, and hogs  • demand still solid, but early signs of trade-down buying in meat  • cattle on feed takeaways, including heavy placements and lower marketings  • feeder cattle limit-style action and why exits matter  • USDA fertilizer strategy and the “national security” framing  • Moroccan phosphate countervailing duties and the cost to farmers  • China ag trade uncertainty and why USDA flash sales are the real signal  • Cargill labor dispute risk and how it could tighten beef supplies  • Supreme Court pesticide labeling case and implications for glyphosate  • beef TRQ import debate and the split between inflation and rancher policy  • Senate farm bill timeline pressures, including SNAP cost sharing and E15 gaps  • USDA food inflation forecast with beef projected sharply higher  • Fed leadership change talk and what it could mean for rates and volatility  • Jones Act waiver impacts on diesel shipping, freight, and fertilizer flows  • crude oil and local gas price check heading into the holiday  “Do me a favor, if you could, please, don't just go to YouTube, subscribe to YouTube.” “Move over to the premium side, www.agbull.com,$25 a month,$250 annually.” “Tell them the Agbull Boy's sent you to trade the news, get a free trial over there, check that out.” “Drop a comment. What did you pay for gas locally when you traveled this weekend?”  Support the show [https://www.agbull.com/intel-subscription/]

Wiesemeyer's Perspectives | The Bull needs to be Fed

www.agbull.com [https://www.buzzsprout.com/1848225/fan_mail/new] Tommy's Premium Subscription: www.agbull.com [http://www.agbull.com/] AgBull Audio and Video Links Apple Music [https://podcasts.apple.com/us/podcast/ag-bull/id1596548171] Spotify [https://open.spotify.com/show/2BXdVJVVm2H7tUwCA9MzZK?si=Zt2H4s24QYKf7mFMsXrMoQ&nd=1&dlsi=01601a77d2ab4f3f] YouTube [https://www.youtube.com/@agbullmedia] TikTok [https://www.tiktok.com/@agbullmedia] Futures and options trading involve risk and are not suited for everyone. We break down why markets feel whippy right now, from wheat supply shocks and trade headlines to fertilizer costs that keep sneaking back into every margin conversation. We keep coming back to one driver we can’t ignore: rising interest rates and Treasury yields that set the tone for everything from hedging to farm finances.  • cotton, soybeans, corn, and wheat reacting to summit expectations and profit taking  • why markets can peak on bullish news and bottom on bearish news  • USDA NASS winter wheat estimates surprising the trade and tightening stocks  • North Dakota dust storm and wind damage risk for spring wheat and replant decisions  • Trump-China summit takeaways including tariff frameworks, shipping costs, and beef plant registrations  • year-round E15 clearing the House and the Senate path staying uncertain  • the RFS waiver fight and why assumptions matter for ethanol and biodiesel demand  • Mexico pork restrictions focused on specific products and what it means for packer margins  • USMEF export study showing how beef and pork exports add value to corn and soybeans  • fertilizer hearing highlights, domestic production timelines, and oil price pressure  • beef import tariff plan delayed after backlash  • Kevin Warsh taking the Fed as CPI, PPI, and Treasury yields push “higher for longer”  • Iran conflict risk feeding energy inflation and spilling into ag inputs  • Corteva outlook on gene editing and hybrid wheat as a real productivity lever  Please click like and subscribe  www.agbull.com, $25 a month, $250 annually  If you'd like a free trial of trade the news, go over, Google Trade the News, tell them the Ag Bull Boys sent you  You can follow at Agbullmedia  Media on TikTok  Support the show [https://www.agbull.com/intel-subscription/]

Wiesemeyer's Perspectives | Trump's Trip to China

www.agbull.com [https://www.buzzsprout.com/1848225/fan_mail/new] Tommy's Premium Subscription: www.agbull.com [http://www.agbull.com/] AgBull Audio and Video Links Apple Music [https://podcasts.apple.com/us/podcast/ag-bull/id1596548171] Spotify [https://open.spotify.com/show/2BXdVJVVm2H7tUwCA9MzZK?si=Zt2H4s24QYKf7mFMsXrMoQ&nd=1&dlsi=01601a77d2ab4f3f] YouTube [https://www.youtube.com/@agbullmedia] TikTok [https://www.tiktok.com/@agbullmedia] Futures and options trading involve risk and are not suited for everyone. We walk through the market and policy drivers that could swing agriculture next week, from USDA May data and the wheat tour to a Trump Xi summit that may reshape demand for key commodities. We also connect geopolitics, drought, energy, and Washington decisions to the real-world risk farmers and traders manage every day.  • cotton rally context and what could extend it  • grain pullback after a strong run and why crude oil matters  • cattle and feeder cattle trend amid drought and slow herd rebuilding  • soybean oil spread dynamics tied to renewable fuels policy and 45Z expectations  • winter wheat tour focus on HRW production and abandonment risk  • Iran ceasefire uncertainty and why geopolitics now drives market volatility  • drought map takeaways for planting progress and yield psychology  • year-round E15 prospects in Congress and the infrastructure lag  • Trump Xi summit deliverables and potential ag purchase commitments  • tariff court ruling, Section 301 path, and timing risks  • tariff refunds and liquidity implications for companies  • interest rates, sticky inflation, and debt pressure  • farm aid and ag disaster package timeline and legislative vehicle questions  • DOJ action on AgriStats and what it signals for the meat sector  • fertilizer price constraints now and possible long-term domestic supply strategy  Drop us a note. Where'd you subscribe? Did you subscribe to Apple Podcasts, Spotify Podcast, YouTube?  AgBull Premium, www.agbull.com. AgBull Premium, $25 a month, $250 annually. But if you are, cancel and we'll give you back your money and away you go.  If you'd like a free trial, trade the news, go to trade the news tom the Ag Bull Boy sent you. Support the show [https://www.agbull.com/intel-subscription/]

Jesse Allen | Broadcaster's Report from Washington DC

www.agbull.com [https://www.buzzsprout.com/1848225/fan_mail/new] We get a ground-level read on Washington, DC as Jesse Allen returns from the NAFB Washington Watch fly-in after meeting with USDA leaders and a long list of senators and House ag lawmakers. We talk through the farm bill chaos, the fertilizer and diesel cost squeeze, and why farmers feel pressure from both policy delays and public backlash. • what the NAFB Washington Watch fly-in looks like and why it matters • who Jesse meets across USDA and Capitol Hill, including one-on-one conversations • why the House farm bill vote turns chaotic around E15 and amendments • talk of more farmer aid and the reality of high input costs • consumers losing touch with food production and vilifying farmers • diesel shock and war-driven supply chain strain hitting rural America • long-term fertilizer production plans versus the short-term cash crunch • the simple goal most farmers share, fair markets and stable livelihoods Tommy's Premium Subscription: www.agbull.com [http://www.agbull.com/] AgBull Audio and Video Links Apple Music [https://podcasts.apple.com/us/podcast/ag-bull/id1596548171] Spotify [https://open.spotify.com/show/2BXdVJVVm2H7tUwCA9MzZK?si=Zt2H4s24QYKf7mFMsXrMoQ&nd=1&dlsi=01601a77d2ab4f3f] YouTube [https://www.youtube.com/@agbullmedia] TikTok [https://www.tiktok.com/@agbullmedia] Futures and options trading involve risk and are not suited for everyone. Support the show [https://www.agbull.com/intel-subscription/]