It was another red day across the boards despite some overnight strength. On today’s Final Bell, Arlan Suderman of StoneX joins to sort through the market drivers.
Key topics include:
China talks: Rumors of a Trump trip to Beijing stir overnight optimism, but rare earth minerals—not soybeans—may be the real bargaining chip.
Grains: Corn stalls at chart resistance, soybeans pressured by biofuel uncertainty, and wheat weighed down by Black Sea competition.
Fed rate cut: Why a 25-basis-point move could still ripple into commodities through the dollar and export competitiveness.
Harvest update: Early yield reports are highly mixed—strong in the west, disappointing in the east.
Livestock: Cattle trade softens despite surprising firmness in cash.
Suderman explains what’s really moving the markets and what to watch as trade, policy, and harvest collide.