Trump Tariff Delay + Euro vs. GFS Battle - podcast episode cover

Trump Tariff Delay + Euro vs. GFS Battle

May 27, 2025โ€ข15 min
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

Joe's Premium Subscription: www.standardgrain.com

Grain Markets and Other Stuff Links-

Apple Podcasts
Spotify
TikTok
YouTube

Futures and options trading involves risk of loss and is not suitable for everyone.

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

For the best experience, listen in Metacast app for iOS or Android