The markets are still working to digest all the trade action we have seen over the last month. Analysts say grain reports are still lagging behind that data, but economists with USDA say their livestock reports are starting to take that information into account.
“We assume ‘policy in place.’ So, tariffs that China has placed on us in retaliation, and the tariffs we have placed on them, are assumed to continue throughout the remainder of this marketing year and into next marketing year,” said Seth Meyer.
Corn is another area Meyer is watching. Last week’s WASDE report showed little changes, largely because exports to China have dropped, and the marketing year is nearly over.
Related Stories
Big oils-and-fats volumes can support crush demand, but fuel markets can quickly tighten supplies.
Mexican livestock officials are emphasizing surveillance and inspection systems to preserve access to the U.S. cattle export market. Texas’ Bovina Feeders explains the rising stakes as the border stays closed.
Nutrition policy shifts may influence retail demand across agriculture.
Farm Bureau Economist Dr. Faith Parum explains the role farm safety net programs play in supporting farm finances as growers head into the 2026 planting season.
Bipartisan momentum builds, but final farm policy remains unsettled.
Jeramy Stephens with National Land Realty explains how the Supreme Court’s tariff ruling and ongoing ‘America First’ trade policy raise new questions about U.S. farmland values and agricultural market stability.
