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Trump Tariff Delay + Euro vs. GFS Battle

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Manage episode 485223255 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-
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Futures and options trading involves risk of loss and is not suitable for everyone.

0:00 Trump Tariff Delay
3:05 US Weather
6:21 The Funds
9:36 Cattle on Feed
12:48 Deere and Drone Tech
📢 Trump Extends EU Tariff Deadline + Market Reactions, Weather, & Ag Tech News! 🌽📈
🚨 Tariff Talk Heats Up
President Trump has extended the EU tariff deadline to July 9 following a call with EU Commission President Ursula von der Leyen. The move delays a proposed 50% tariff on EU goods 😳 — part of Trump’s reciprocal tariff strategy. Markets are breathing a sigh of relief today after a volatile Friday 📉➡️📈. The S&P 500 is up 1.6%!
📱 Meanwhile, Trump also proposed a 25% tariff on foreign-made smartphones, including Apple and Samsung devices. 📲💸
🌦️ Weekend Weather Update
Rain favored the Plains & Mid-South, hitting NE, KS, OK, TX, AR, & the Gulf 🌧️. The Corn Belt stayed mostly dry, though scattered showers are seen in SD, MN, NE, & IA this morning. Divergence between the Euro & GFS models creates some forecast uncertainty this week. 🤔🌀
📊 Money Moves in the Corn Market
"The Funds" are getting bearish! 🐻 Last week, money managers increased their net short corn position to 95k contracts — the biggest since Oct ‘24. Also:
• Soybeans: net sellers of 24k
• SRW Wheat: net buyers of 20k
🐮 Cattle on Feed Report = Bullish?
• On Feed: 11.4M head (⬇️ 2%)
• April Placements: Lowest since 2020
• Beef in Cold Storage: Lowest for April since 2014
This tight supply setup could fuel further gains in cattle prices. 🚀🥩
🚁 John Deere Goes Airborne!
Big green is making moves! 💚 John Deere just acquired Sentera, a drone and ag tech firm helping farmers spot weeds and monitor crops from the sky. This supports Deere’s automation push in response to labor shortages and adds to their strong 2025 — the stock is up 22% YTD 📈🌾
👇 Drop your thoughts below and don’t forget to like & subscribe for more ag market insights! 👇
#Tariffs #CornMarket #AgTech #JohnDeere #CattlePrices #GrainMarkets #WeatherWatch #TrumpTariffs #FarmNews 🌽📊🐄💼

  continue reading

1472 episodes

Artwork
iconShare
 
Manage episode 485223255 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 Trump Tariff Delay
3:05 US Weather
6:21 The Funds
9:36 Cattle on Feed
12:48 Deere and Drone Tech
📢 Trump Extends EU Tariff Deadline + Market Reactions, Weather, & Ag Tech News! 🌽📈
🚨 Tariff Talk Heats Up
President Trump has extended the EU tariff deadline to July 9 following a call with EU Commission President Ursula von der Leyen. The move delays a proposed 50% tariff on EU goods 😳 — part of Trump’s reciprocal tariff strategy. Markets are breathing a sigh of relief today after a volatile Friday 📉➡️📈. The S&P 500 is up 1.6%!
📱 Meanwhile, Trump also proposed a 25% tariff on foreign-made smartphones, including Apple and Samsung devices. 📲💸
🌦️ Weekend Weather Update
Rain favored the Plains & Mid-South, hitting NE, KS, OK, TX, AR, & the Gulf 🌧️. The Corn Belt stayed mostly dry, though scattered showers are seen in SD, MN, NE, & IA this morning. Divergence between the Euro & GFS models creates some forecast uncertainty this week. 🤔🌀
📊 Money Moves in the Corn Market
"The Funds" are getting bearish! 🐻 Last week, money managers increased their net short corn position to 95k contracts — the biggest since Oct ‘24. Also:
• Soybeans: net sellers of 24k
• SRW Wheat: net buyers of 20k
🐮 Cattle on Feed Report = Bullish?
• On Feed: 11.4M head (⬇️ 2%)
• April Placements: Lowest since 2020
• Beef in Cold Storage: Lowest for April since 2014
This tight supply setup could fuel further gains in cattle prices. 🚀🥩
🚁 John Deere Goes Airborne!
Big green is making moves! 💚 John Deere just acquired Sentera, a drone and ag tech firm helping farmers spot weeds and monitor crops from the sky. This supports Deere’s automation push in response to labor shortages and adds to their strong 2025 — the stock is up 22% YTD 📈🌾
👇 Drop your thoughts below and don’t forget to like & subscribe for more ag market insights! 👇
#Tariffs #CornMarket #AgTech #JohnDeere #CattlePrices #GrainMarkets #WeatherWatch #TrumpTariffs #FarmNews 🌽📊🐄💼

  continue reading

1472 episodes

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