Recent trade action likely isn’t priced into the markets yet, analysts say

The markets have responded in recent weeks to the rollout of President Trump’s trade policy. Analysts are closely watching the action in recent days but warn that the events of the last couple of weeks likely have not been accounted for yet.

“I don’t think they’ve priced it fully in, and I will circle back around to the soy complex. We’ve had a very weak product market. The biofuel, sustainable aviation fuel bulls in soybean oil have been very disappointed. They have probably been pushed out of the market. There’s probably a sense that they’re going to come back in,” said Mike Zuzolo.

Zuzolo says any future action in the soy complex will largely depend on what the EPA decides with blending in the coming months.

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Ag Secretary Brooke Rollins told RFD-TV’s Kirbe Schnoor that trade is unpredictable, and that President Trump is committed to making America’s producers part of that conversation.
Here are the top agriculture news headlines from RFD-TV News today (Thursday, Feb. 27, 2025) and the top trending stories on RFD-TV News.

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The U.S. Department of Agriculture (USDA) is investing now to make markets less volatile for ranchers over the long term and more affordable for consumers, according to a press release.
Elizabeth Strom with the American Society of Farm Managers & Rural Appraisers (ASFMRA) joined us to share the latest on harvest progress and market activity in her area.
Lyndsey Smith with RealAg Radio discusses how global trade dynamics could shape the future of Canada’s pulse exports.
Brooks York with Agri-Sompo joined us to discuss this year’s harvest price calculations and what they could mean for producers nationwide.
Dr. Jeffrey Gold, President of the University of Nebraska, joined Rural Health Matters to discuss dental care access and improvement efforts across rural America.
“Farmers for Free Trade” warns that disaster is brewing as President Trump’s trade policy is causing farm input costs to rise even more.