Скачать или смотреть 📉 U.S.–EU Tariff Deal, Fed Rate Pressure & Grain Market Risks | July 29 Rundown

In today’s Morning Grain Rundown, we break down the biggest stories moving global markets:

🌍 Trade Flashpoint Eased: U.S. and EU strike a last-minute deal to cap tariffs at 15%, avoiding Trump’s threatened 50% hike. But ag? Still on the sidelines—for now.

🇮🇩 Indonesia’s Biofuel Pivot at Risk: A $19.5B trade deal with the U.S. could derail Indonesia’s B50 biodiesel plans as palm oil exports ramp up to fund energy imports.

🇦🇷 Argentina Cuts Tariffs: Milei slashes export taxes on soybeans, corn, and beef—aiming to regain ground lost to Brazil in global ag markets.

🌤️ U.S. Weather Relief: Cooler temps offer near-term crop relief, but August dryness looms. Soybeans remain the wildcard.

📉 COT Watch: Corn still short 177K, soybeans just under 11K. If China trade talks disappoint this week, managed money could reload bearish bets—especially in beans and meal.

💥 White House Presses Fed: As Wednesday’s FOMC meeting nears, the Biden admin is leaning hard on the Fed to slash rates. Will Powell cave?

👉 Don’t miss this essential breakdown of macro risk, fund flows, and grain market positioning.

#GrainMarkets #Tariffs #FedRateCut #Soybeans #Corn #Agriculture #Commodities #TrumpTradeDeal #WeatherRisk #Futures #MorningRundown #WalkSquawk