Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

Commodities

<ul>
<li>Chinese purchases of US agricultural products are expected to increase gradually but may take time due to seasonality and price competitiveness</li>
<li>US farmers may see more optimism in the 2026-2027 season as trade discussions with China improve and market participation increases</li>
<li>The complex nature of US-China trade relations and the continued volatility in the agricultural markets make for a clouded outlook, but there is potential for growth and market shifts in the near future.</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Chinese purchases of US agricultural products are expected to increase gradually but may take time due to seasonality and price competitiveness
US farmers may see more optimism in the 2026-2027 season as trade discussions with China improve and market participation increases
The complex nature of US-China trade relations and the continued volatility in the agricultural markets make for a clouded outlook, but there is potential for growth and market shifts in the near future.

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Agri Outlook for 2026/27: Volatility to Return off Compressed Levels in 2026

<ul><li>China holding large soybean inventories and US soybean exports to China at zero for the 2025-26 marketing year</li><li>President Trump late in addressing trade issues with China, leaving US farmers and exporters struggling to recapture market share</li><li>US seeing strong exports of corn and wheat due to competitive prices, with potential exemptions for certain agri products from tariff rates in trade deals</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

China holding large soybean inventories and US soybean exports to China at zero for the 2025-26 marketing yearPresident Trump late in addressing trade issues with China, leaving US farmers and exporters struggling to recapture market shareUS seeing strong exports of corn and wheat due to competitive prices, with potential exemptions for certain agri products from tariff rates in trade dealsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: Agri trade returns to President Trumps Agenda

<ul><li>Geopolitical risks are resurfacing in grain and oilseed markets</li><li>Weather-related risks are impacting agricultural markets, particularly in the US and South America</li><li>US grain export demand is strong, but dry conditions may lower yield potential and delay planting in South America, causing prices to rise</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Geopolitical risks are resurfacing in grain and oilseed marketsWeather-related risks are impacting agricultural markets, particularly in the US and South AmericaUS grain export demand is strong, but dry conditions may lower yield potential and delay planting in South America, causing prices to riseThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: Agricultural Markets Update – set for a seasonal recovery ahead

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Soybean Active Contract (S A COMDTY)

Agri Outlook for 2026/27: Volatility to Return off Compressed Levels in 2026

Trade levels with China remain steady, US agricultural product sales not expected to increase significantly in the short term, South American...

At Any Rate

Global Commodities: Agri trade returns to President Trumps Agenda

China's record soybean inventories and limited imports from the US prompt President Trump to discuss trade with President Xi, while the US benefits...

At Any Rate

Global Commodities: Agricultural Markets Update – set for a seasonal recovery ahead

Geopolitical and weather-related risks are impacting agricultural markets, with dry conditions in Brazil affecting sugarcane harvest and delaying...

At Any Rate

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