Wiesemeyer's Perspectives | Silver Fell Down The Staircase While The Dollar Took The Elevator
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Wiesemeyer's Perspectives | Silver Fell Down The Staircase While The Dollar Took The Elevator
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We unpack how year-round E15, RFS mandates, and the pending 45Z rules could finally tilt U.S. agriculture toward stronger domestic demand, while a hawkish-leaning Fed pick and a surging dollar ripple through grains, metals, and exports. We also track USMCA maneuvering, right-to-repair momentum, and a practical path to manage risk into spring.
• Year-round E15 path in Congress and what it means for corn demand
• Treasury’s 45Z guidance prospects and crush-for-oil economics
• FOMC hold, Kevin Warsh nomination, and rate-cut odds
• Dollar strength, metals shock, and spillovers into grains
• USDA trade deficit trends and why domestic use matters
• USMCA timelines, EV workarounds, and North American leverage
• Right-to-repair signals on DEF systems and downtime risk
• ECO and SCO insurance math for spring acreage battles
• Ten near-term positives for farm cash flow and demand
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