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Wiesemeyer's Perspectives | Shutdown, Soybeans, And Shifting Power
Manage episode 518228132 series 3004060
We track a cascading week where a grinding shutdown hits flights and the economy, China’s soybean pledges collide with tariff math, and a Justice Department probe into meat packers meets a looming border reopening that could reshape beef supply. Markets swing on headlines as EPA biofuel exemptions, fertilizer policy shifts, and fresh crop data set the next moves while affordability becomes the political keyword.
• shutdown stalemate, filibuster pressure, and GDP risk
• FAA cuts to flights and airline delays
• market rebound into the close despite chaos
• China soybean commitments versus Brazil’s tariff edge
• waiver paths and competitiveness for U.S. beans
• pork’s 47 percent China tariff and lost share
• DOJ probe talk on meat packers and pricing
• screwworm, border closure, and phased reopening plans
• cattle futures at key moving averages and gaps
• EPA small refinery exemptions and soybean oil impact
• phosphate and potash added to critical minerals list
• upcoming WASDE, crop production, and Brazil old-crop estimates
• election takeaways and affordability as the core message
• food stamp payment updates and court actions
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Thank you, Tommy G
Chapters
1. Cold Open And Breaking News Tease (00:00:00)
2. Government Shutdown Standoff And Filibuster Fight (00:01:17)
3. Flight Disruptions And Economic Hit (00:04:37)
4. Markets Whipsaw And China Trade Hopes (00:06:44)
5. Soybean Commitments, Tariffs, And Competitiveness (00:08:05)
6. Futures Positioning And Pork Tariff Hurdles (00:12:45)
7. November Policy Trigger And China Purchases (00:15:18)
8. Breaking: Trump Targets Meat Packers (00:17:47)
9. Screwworm, Border Closure, And Beef Supply (00:19:46)
10. Cattle Charts, Gaps, And Price Levels (00:21:48)
11. EPA SRE Decisions And Biofuel Signals (00:24:21)
12. Fertilizer Minerals List And Farm Impact (00:26:55)
13. Election Results, Affordability, And Messaging (00:28:53)
14. Pelosi’s Retirement And Policy Positives (00:32:26)
15. Food Stamps Update And Court Actions (00:34:18)
16. Closing Outlook On Crops, China, And Markets (00:36:08)
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