Bare Knuckles Ag ™

trade spat

Market reaction understated because China trade deal is underrated.

Background: Markets had nearly grown immune to reports of “progress” on ending the trade war with China because Beijing so regularly either denied any agreements had been reached or insisted what they had agreed to was “lost in translation” (overstated)…
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Here is what China’s “bait” for a trade deal could be worth to soybean farmers

The ongoing trade spat with China has soybean prices in a coma. They have dangled tempting “bait” for a deal with a promise to buy 5 million tons of U.S. beans if resolution on trade can be reached. What would…
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Why Trump Won’t Back Down on Trade Sanctions with China

Farmers are still looking at prices substantially lower than they would otherwise be if China hadn’t responded to the President’s tariffs where they knew it would hurt him most, politically: Imports of farm goods; especially soybeans. But by responding with…
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WASDE Wizard® Perspective on September WASDE Numbers

WASDE WIZARD ® Perspective on September WASDE Numbers: Why a second MFP payment to soybean producers will depend more on political calculations than actual economic impact of lost exports. For soybeans, WASDE changes make 2nd USDA grower payment unlikely. The…
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