Grain Markets and Other Stuff

Trump Tariff Delay + Euro vs. GFS Battle


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0:00 Trump Tariff Delay
3:05 US Weather
6:21 The Funds
9:36 Cattle on Feed
12:48 Deere and Drone Tech

๐Ÿ“ข Trump Extends EU Tariff Deadline + Market Reactions, Weather, & Ag Tech News! ๐ŸŒฝ๐Ÿ“ˆ

๐Ÿšจ 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 ๐Ÿ˜ณ โ€” part of Trumpโ€™s reciprocal tariff strategy. Markets are breathing a sigh of relief today after a volatile Friday ๐Ÿ“‰โžก๏ธ๐Ÿ“ˆ. The S&P 500 is up 1.6%!
๐Ÿ“ฑ Meanwhile, Trump also proposed a 25% tariff on foreign-made smartphones, including Apple and Samsung devices. ๐Ÿ“ฒ๐Ÿ’ธ

๐ŸŒฆ๏ธ Weekend Weather Update
Rain favored the Plains & Mid-South, hitting NE, KS, OK, TX, AR, & the Gulf ๐ŸŒง๏ธ. 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. ๐Ÿค”๐ŸŒ€

๐Ÿ“Š Money Moves in the Corn Market
"The Funds" are getting bearish! ๐Ÿป Last week, money managers increased their net short corn position to 95k contracts โ€” the biggest since Oct โ€˜24. Also:
โ€ข Soybeans: net sellers of 24k
โ€ข SRW Wheat: net buyers of 20k

๐Ÿฎ Cattle on Feed Report = Bullish?
โ€ข On Feed: 11.4M head (โฌ‡๏ธ 2%)
โ€ข April Placements: Lowest since 2020
โ€ข Beef in Cold Storage: Lowest for April since 2014
This tight supply setup could fuel further gains in cattle prices. ๐Ÿš€๐Ÿฅฉ

๐Ÿš John Deere Goes Airborne!
Big green is making moves! ๐Ÿ’š John Deere just acquired Sentera, a drone and ag tech firm helping farmers spot weeds and monitor crops from the sky. This supports Deereโ€™s automation push in response to labor shortages and adds to their strong 2025 โ€” the stock is up 22% YTD ๐Ÿ“ˆ๐ŸŒพ

๐Ÿ‘‡ Drop your thoughts below and donโ€™t forget to like & subscribe for more ag market insights! ๐Ÿ‘‡
#Tariffs #CornMarket #AgTech #JohnDeere #CattlePrices #GrainMarkets #WeatherWatch #TrumpTariffs #FarmNews ๐ŸŒฝ๐Ÿ“Š๐Ÿ„๐Ÿ’ผ

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Grain Markets and Other StuffBy Joe Vaclavik

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