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Mixed Messaging: Is the US Talking to China? + US Weather

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Manage episode 479561814 series 2864038
Content provided by Joe Vaclavik. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Vaclavik or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Joe's Premium Subscription: www.standardgrain.com
Grain Markets and Other Stuff Links-
Apple Podcasts
Spotify
TikTok
YouTube
Futures and options trading involves risk of loss and is not suitable for everyone.

0:00 Mixed Messaging
3:13 Japan and South Korea Talks
4:06 US Weather and Rains
8:06 Fund Positions
9:21 Panama Canal
10:44 Another Screwworm/Cattle Headline
11:54 Flash Sale
🇺🇸🌎 Trade Talks...or No Talks? 🇨🇳❓
Big moves (and some big confusion) on the global trade front! President Trump says China wants a deal, but Beijing denies any talks 🤔. Treasury Secretary Scott Bessent isn't sure if Trump spoke to Xi Jinping directly, though USDA's Brooke Rollins says daily tariff conversations are happening 📞. Meanwhile, soybean futures are feeling the pressure early this morning 🌱📉.
🗺️ Weekend Trade Updates:
✅ Productive talks with Japan and South Korea
✅ New focus on currency policy with South Korea
✅ More rain on the way for the US Corn Belt ☔—see maps below!
📊 Fund Tracker Highlights:
Funds net buyers of soybeans for a 4th week! 🚀
Largest net-long soybean position since February!
Funds sold corn but bought some SRW wheat 🌽🌾.
🚢 Trump's Shipping Push:
Demanding free US passage through the Panama and Suez Canals! 🌍
Reviving US shipbuilding as China tensions rise 🔥.
🐂 Border Watch:
USDA threatens new cattle import restrictions from Mexico. 🐄🚫
Screwworm outbreak grows—action deadline looms April 30!
🌽 Flash Corn Sale:
235,000mt sold to Mexico! 🇲🇽
US remains the top corn supplier with Brazil out of the game (for now). ⚡
👇 Stay tuned, like & subscribe for the latest on trade, markets, and agriculture!
Let's talk about it in the comments! 💬👇

  continue reading

1437 episodes

Artwork
iconShare
 
Manage episode 479561814 series 2864038
Content provided by Joe Vaclavik. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Vaclavik or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Joe's Premium Subscription: www.standardgrain.com
Grain Markets and Other Stuff Links-
Apple Podcasts
Spotify
TikTok
YouTube
Futures and options trading involves risk of loss and is not suitable for everyone.

0:00 Mixed Messaging
3:13 Japan and South Korea Talks
4:06 US Weather and Rains
8:06 Fund Positions
9:21 Panama Canal
10:44 Another Screwworm/Cattle Headline
11:54 Flash Sale
🇺🇸🌎 Trade Talks...or No Talks? 🇨🇳❓
Big moves (and some big confusion) on the global trade front! President Trump says China wants a deal, but Beijing denies any talks 🤔. Treasury Secretary Scott Bessent isn't sure if Trump spoke to Xi Jinping directly, though USDA's Brooke Rollins says daily tariff conversations are happening 📞. Meanwhile, soybean futures are feeling the pressure early this morning 🌱📉.
🗺️ Weekend Trade Updates:
✅ Productive talks with Japan and South Korea
✅ New focus on currency policy with South Korea
✅ More rain on the way for the US Corn Belt ☔—see maps below!
📊 Fund Tracker Highlights:
Funds net buyers of soybeans for a 4th week! 🚀
Largest net-long soybean position since February!
Funds sold corn but bought some SRW wheat 🌽🌾.
🚢 Trump's Shipping Push:
Demanding free US passage through the Panama and Suez Canals! 🌍
Reviving US shipbuilding as China tensions rise 🔥.
🐂 Border Watch:
USDA threatens new cattle import restrictions from Mexico. 🐄🚫
Screwworm outbreak grows—action deadline looms April 30!
🌽 Flash Corn Sale:
235,000mt sold to Mexico! 🇲🇽
US remains the top corn supplier with Brazil out of the game (for now). ⚡
👇 Stay tuned, like & subscribe for the latest on trade, markets, and agriculture!
Let's talk about it in the comments! 💬👇

  continue reading

1437 episodes

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