AG Bull
AG Bull
Tommy Grisafi
Ag Squawk | Davis Michaelsen | Jim Wiesemeyer
56 minutes Posted Jul 31, 2026 at 9:00 pm.
Cold Open And Friday Setup
Market Recap Corn Beans Wheat
Wheat Sells Off Despite War Risks
Rain Talk And Equity Volatility
Iran War Premium And Diesel Squeeze
EPA RFS Rumors RINs At Stake
Bonds Warn On Debt And Rates
China Clears Space For Soybeans
Chinese Robots AI And Security Dilemmas
Midterm Politics And Voter Math
Weather Notes Fun Facts And Wrap
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Show notes
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. We break down why wheat sells off even with war risk still on the map, and we explain what “prove it” markets look like when traders stop paying for headlines. We also connect the dots from diesel and refinery constraints to the Renewable Fuel Standard, bond yields, China’s soybean inventory moves, and the politics that could shape the next few months....