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Futures and options trading involve risk and are not suited for everyone.

We’re back from a new Nashville studio, and we connect the dots between USDA reports, fund positioning, and why markets can barely move even when headlines feel huge. We also dig into rice acres, energy-driven volatility from the Iran conflict, and policy moves that could reshape cattle, biofuels, and fertilizer costs.

• weekly moves in corn, soybeans, wheat, cotton, cattle, and crude oil
• why stretched fund length can turn into downside risk fast
• Prospective Plantings as a snapshot and why low farmer response matters
• state-level acreage shifts and what they hint about corn vs soybeans
• Grain Stocks takeaways for corn supply, soybean demand, and wheat structure
• rice acreage down sharply, and what that means for rice prices
• Iran conflict timeline risk and Strait of Hormuz impact on energy flows
• phased US-Mexico cattle border reopening and beef price implications
• mandatory country of origin labeling, politics and trade retaliation risk
• EPA renewable fuel standard timing and the import RIN reduction issue
• fertilizer supply constraints now and why 2027 matters
• Nonfarm payrolls signal for the Fed and rate-cut expectations
• White House staffing shuffle and what markets watch next

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