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0:00 US/Japan Deal
3:00 Heat Wave, Corn Sweat
5:37 Wheat Sucks
7:52 Coca-Cola Update
8:53 US/China Update
11:12 Meme Stocks / M2

🎥 BIG TRADE DEALS, CORN SWEAT & MEME STOCKS! 🌽📈🇯🇵

🚨 President Trump just dropped a massive trade bombshell — TWO new international deals in one day!
🇯🇵 Japan Deal Highlights:
– 15% tariff on imports
– $550B Japanese investment in the US (Trump decides where it goes!)
– Big wins for US agriculture: 🚜 +75% rice purchases, +$8B in ag imports
– Expanded access for American cars, corn, soybeans, wheat, beef, pork & dairy!
🇵🇭 Philippines Deal:
– 19% export tariff to the US
– Details still emerging…

🔥 Meanwhile, it’s HOT out there—and “🌽 Corn Sweat” is making it worse!
A massive heat dome is punishing the eastern U.S., with humidity spiking in the Corn Belt right during pollination. Luckily, forecasts now show a drastic cooldown coming soon. 🌡️🌽

📊 Wheat rallies on smaller harvest expectations from Russia 🇷🇺, Ukraine 🇺🇦, and drought in Canada 🇨🇦.
– SRW & HRW wheat futures up
– Spring wheat climbs near $6.12/bu

🥤 Coca-Cola’s Cane Sugar Comeback?
– Trump praised Coke for ditching HFCS
– A new, premium cane sugar line may launch. 🍬
– But don’t expect big changes to corn demand just yet

🌏 China Trade Truce Extended?
– Treasury Sec. Scott Bessent heading to Sweden for talks
– 90-day tariff pause expires Aug. 12
– Topics: trade balance, oil imports from Russia/Iran, China’s economic reforms

💥 Meme Stocks Return!
– Opendoor & Kohl’s are the new GameStop & AMC
– Retail frenzy is back despite higher rates and no stimulus
– Many asset classes (stocks, real estate, farmland, BTC, gold) hovering near all-time highs 🚀💰
– Is it FOMO… or a bubble? 🫧