Wiesemeyer's Perspectives | Beef, Tariffs, And A Wrecking Ball Walk Into Washington AG Bull podcast

Wiesemeyer's Perspectives | Beef, Tariffs, And A Wrecking Ball Walk Into Washington

3d ago 41:41

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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
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Chapters

1. Opening And Guest Intro (00:00:00)

2. Government Shutdown Timeline And Politics (00:01:11)

3. FSA Payments And Farm Cash Flow (00:03:58)

4. CPI Surprise, Fed Odds, And Food Inflation (00:07:01)

5. Argentina Beef Optics And Cattle Selloff (00:10:58)

6. Geopolitics: BRICS, Consumers First, And Policy (00:16:28)

7. Screwworm, Mexico Border, And Cattle Flows (00:22:08)

8. China Meeting, Deliverables, And Soy Trade (00:27:33)

9. 301 Probe, Canada Pause, Japan Openings (00:31:48)

10. Brazil Tariffs, Coffee, And Hamburger Trade (00:36:03)

11. E15 Setback And Fertilizer Hearings (00:40:28)

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