www.agbull.com We sprint through a year where metals spiked, bonds bristled, and policy moved markets as much as weather. We map the big shifts in grains, cattle, inputs, biofuels, trade, and the politics of food prices, then lay out what could drive demand in 2026. • stocks rising while bonds flag risk • silver surge and China’s export controls • corn buoyed by exports despite big crops • soybeans pressured by Brazil and timing • wheat capped by global stocks • cotton weakened on China dema...
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www.agbull.com We sprint through a year where metals spiked, bonds bristled, and policy moved markets as much as weather. We map the big shifts in grains, cattle, inputs, biofuels, trade, and the politics of food prices, then lay out what could drive demand in 2026. • stocks rising while bonds flag risk • silver surge and China’s export controls • corn buoyed by exports despite big crops • soybeans pressured by Brazil and timing • wheat capped by global stocks • cotton weakened on China dema...
Don Wick | When Courts, Policy, And Commodity Volatility Collide
AG Bull
14 minutes
1 month ago
Don Wick | When Courts, Policy, And Commodity Volatility Collide
www.agbull.com We unpack fresh market data after the government reopens, weigh China’s year-end purchase promises against a looming Supreme Court tariff decision, and pressure-test farm margins as input costs stay stubborn. We also dig into right to repair, sugar beet payment cuts, and what aid might realistically look like. • government data returning and confidence gaps • China purchase commitments and trade timing • emergency tariff authority risk at the Supreme Court • aid posture versus...
AG Bull
www.agbull.com We sprint through a year where metals spiked, bonds bristled, and policy moved markets as much as weather. We map the big shifts in grains, cattle, inputs, biofuels, trade, and the politics of food prices, then lay out what could drive demand in 2026. • stocks rising while bonds flag risk • silver surge and China’s export controls • corn buoyed by exports despite big crops • soybeans pressured by Brazil and timing • wheat capped by global stocks • cotton weakened on China dema...
