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Markets open after a CME outage as we track the odds of a December rate cut, soybean sales to China without a signed deal, and the shape of USDA’s bridge aid into 2026. We lay out the stakes on tariffs at the Supreme Court, biofuel rules, E15 delays, and Farm Bill 2.0 politics while cattle find a surprising bounce.

• Fed cut odds and leadership signals
• China soybean buys, enforcement, and price gaps
• USDA aid timing, scope, and funding risks
• Cotton and sorghum outlook with margin stress
• Deere guidance and machinery bottom watch
• India and Canada trade snags
• Food security reporting pause and SNAP recertification talk
• Supreme Court tariff case scenarios
• RFS, RINs, 45Z delays, and year-round E15
• Farm Bill 2.0 vote math and timelines
• Cattle border reopening, packer capacity, and price recovery
• Why Congress must codify to reduce court whiplash

All that for $25 a month. We’re up watching the markets 24 hours a day, so you don’t have to.

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Thank you, Tommy G