Trump's Promises: What Are They Really Worth?

Ah, the sweet nectar of political promises! Donald Trump, the brash billionaire turned commander-in-chief, has made waves with his declarations of support for the American farmer. But let's cut through the bullshit: it's complicated, folks. Farmers are caught in a web of political rhetoric and harsh realities, and the stakes have never been higher.

The Reality Check: Farmers Want More Than Just Words

While Trump throws around words like 'support' and 'aid,' many farmers are rolling their eyes harder than a teenager at a family dinner. The truth is, when it comes down to it, these hardworking folks are craving trade relations, particularly with China, more than they are desperate for handouts from the government. For them, a check from Uncle Sam might feel nice, but a stable market for their crops is what they really need to survive.

Trade Wars and Crop Prices: A Bad Romance

Picture this: farmers standing in their fields, watching their future wither away as trade wars escalate. The tariffs imposed during Trump's presidency have created a rollercoaster of uncertainty for agricultural prices. Farmers are left wondering if they should plant soybeans or just throw in the towel. Spoiler alert: they’d rather have a trade deal that works than a bailout that feels like a consolation prize.

The Market's Reaction: Stocks and Agricultural Futures

Speaking of uncertainty, have you seen how agricultural stocks react to Trump's tweets? It's like watching a soap opera where the plot twists keep coming. Bunge Global and Archer Daniels Midland have seen their stocks rise and fall with the whims of trade policies. Investors are sitting on the edge of their seats, and so are farmers—everyone's nervously biting their nails while waiting for the next big announcement.

What’s Next? The Future of American Agriculture

As we look ahead, it's clear that the relationship between farmers and Trump isn't just a simple one-night stand; it's a complicated affair with plenty of baggage. Farmers are hoping for more than just empty promises—they want tangible solutions that stabilize their livelihoods. So, will Trump deliver, or is it all just smoke and mirrors? Only time will tell.

Read More

• Trump promised farmers help. It’s complicated.
• Trump's new China threat, bank earnings, Boeing deliveries and more in Morning Squawk
• Why Trump Is Eying Cooking Oil as Leverage in US-China Trade War
• Bunge Global Stock and Archer Daniels Rise as Trump Takes Aim at China in Cooking Oil Dispute