Arlan Suderman, Chief Commodities Economist at StoneX, breaks down the latest White House announcement on U.S.-China trade negotiations — and why grain and oilseed markets reacted sharply higher to start the week.

In this May 18 update, Arlan covers:

• What the alleged new China ag purchase agreement includes

• Why soybean markets rallied overnight

• The significance of the proposed $17B in additional U.S. ag purchases

• What this could mean for corn, wheat, beef, ethanol, and other commodities

• Why traders remain reluctant to build large short positions

• How China’s weaker economic data may influence future buying

• What to watch next for crop progress, weather, and export demand

• Why biofuels and fertilizer concerns continue supporting the Ag markets

Stay ahead of the markets with Arlan’s Market Intelligence Plan:

https://shop.stonex.com/products/us-ag-analyst-insights?selling_plan=4455759972&variant=45955325001828&utm_medium=organicsocial&utm_campaign=stonexsocial_USaginsights_yt&utm_content=organic_USaginsight_v1_20250821

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