China Trade Rumors, Fed Rate Cut, and Early Harvest Yields | Arlan Suderman
Update: 2025-09-17
Description
It was another red day across the boards despite some overnight strength. On today’s Final Bell, Arlan Suderman of StoneX joins to sort through the market drivers.
Key topics include:
China talks: Rumors of a Trump trip to Beijing stir overnight optimism, but rare earth minerals—not soybeans—may be the real bargaining chip.
Grains: Corn stalls at chart resistance, soybeans pressured by biofuel uncertainty, and wheat weighed down by Black Sea competition.
Fed rate cut: Why a 25-basis-point move could still ripple into commodities through the dollar and export competitiveness.
Harvest update: Early yield reports are highly mixed—strong in the west, disappointing in the east.
Livestock: Cattle trade softens despite surprising firmness in cash.
Suderman explains what’s really moving the markets and what to watch as trade, policy, and harvest collide.
Key topics include:
China talks: Rumors of a Trump trip to Beijing stir overnight optimism, but rare earth minerals—not soybeans—may be the real bargaining chip.
Grains: Corn stalls at chart resistance, soybeans pressured by biofuel uncertainty, and wheat weighed down by Black Sea competition.
Fed rate cut: Why a 25-basis-point move could still ripple into commodities through the dollar and export competitiveness.
Harvest update: Early yield reports are highly mixed—strong in the west, disappointing in the east.
Livestock: Cattle trade softens despite surprising firmness in cash.
Suderman explains what’s really moving the markets and what to watch as trade, policy, and harvest collide.
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