US/China meeting gives us no confirmed big US ag buys, macros on the move in a bad way, ags down again overnight and row crops now at/below 50 day ma lines.
Morning Wire

US/China meeting gives us no confirmed big US ag buys, macros on the move in a bad way, ags down again overnight and row crops now at/below 50 day ma lines.

Friday May 15th, 2026   Our humble opinion, Trump came home with a stern warning from Xi regarding Taiwan, a halfass deal for Boeing jets (200 vs market expecting 500), and otherwise a fairly empty bag.  The “double digit billions” ag deal statement is just 25 MMT of beans at…

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