Traders are warning that the markets have had a different feel lately. They say it is no surprise, given the action out of our nation’s Capitol recently, but they warn you need to stay vigilant.
“So now that we’ve flipped the calendar into 2025, it started with the January report,” said Brian Splitt. “It really changed the perception of the balance sheet for corn specifically, but also for soybeans. And now we’ve got a new Administration in office. And so with all of the things going on, with tariffs, who are we putting tariffs on? Are the tariffs off? Are they getting delayed? So the frequency of what you would say market-impacting information is really ramping up.”
Splitt says it is important to tackle any issues now. The number one thing you want to avoid is making decisions under duress.
USMEF President and CEO Dan Halstrom shares how recent trade talks are influencing U.S. red meat global sales and the importance of key trade agreements like the USMCA.
November 12, 2025 03:07 PM
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Friday’s release will be the first WASDE report in about two months, and early estimates indicate a corn surplus is still on the way.
November 12, 2025 12:16 PM
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A Reuters report shows China has a soybean “glut,” finding stockpiles at Chinese ports are at record levels, with crushers there holding the most supplies since 2017.
November 12, 2025 10:55 AM
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Tyson expects another year of beef-segment losses due to tight cattle supplies, even as chicken, pork, and prepared foods strengthen overall margins.
November 11, 2025 01:26 PM
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Export strength is concentrated in corn and wheat, while soybeans and sorghum lag, keeping basis and logistics dynamics highly commodity-specific into late fall.
November 11, 2025 11:21 AM
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If the House concurs and the President signs, USDA services and farm-bill programs resume at full speed with authorities extended for another year.
November 11, 2025 10:46 AM
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