Mixed Messaging: Is the US Talking to China? + US Weather

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0:00 Mixed Messaging
3:13 Japan and South Korea Talks
4:06 US Weather and Rains
8:06 Fund Positions
9:21 Panama Canal
10:44 Another Screwworm/Cattle Headline
11:54 Flash Sale

🇺🇸🌎 Trade Talks...or No Talks? 🇨🇳❓

Big moves (and some big confusion) on the global trade front! President Trump says China wants a deal, but Beijing denies any talks 🤔. Treasury Secretary Scott Bessent isn't sure if Trump spoke to Xi Jinping directly, though USDA's Brooke Rollins says daily tariff conversations are happening 📞. Meanwhile, soybean futures are feeling the pressure early this morning 🌱📉.

🗺️ Weekend Trade Updates:
✅ Productive talks with Japan and South Korea
✅ New focus on currency policy with South Korea
✅ More rain on the way for the US Corn Belt ☔—see maps below!

📊 Fund Tracker Highlights:

Funds net buyers of soybeans for a 4th week! 🚀
Largest net-long soybean position since February!
Funds sold corn but bought some SRW wheat 🌽🌾.

🚢 Trump's Shipping Push:

Demanding free US passage through the Panama and Suez Canals! 🌍
Reviving US shipbuilding as China tensions rise 🔥.

🐂 Border Watch:

USDA threatens new cattle import restrictions from Mexico. 🐄🚫
Screwworm outbreak grows—action deadline looms April 30!

🌽 Flash Corn Sale:

235,000mt sold to Mexico! 🇲🇽
US remains the top corn supplier with Brazil out of the game (for now). ⚡

👇 Stay tuned, like & subscribe for the latest on trade, markets, and agriculture!
Let's talk about it in the comments! 💬👇