AG Squawk with Davis Michaelsen | Mike Castle Stone X | When Politics Moves Prices More Than Supply
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We sort through a headline-heavy day where corn rallies on surprising yield signals while soybeans and cattle react to politics and policy risk. We walk through what the beef tariff pause could actually change, then dig into “Economic D Day” and why China sits at the center of the soybean demand story.
• ProFarmer Crop Tour yield estimate reshaping corn supply expectations
• Fund positioning and technical levels influencing the corn rally and pullback…
The skinny
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