January 29, 2026
Fed on hold; Bessent embraces ‘strong dollar’ policy; ethanol production resilient; ADM settles SEC case; potential Singapore SAF project
Trump reiterates E15 support; dollar at 4-year low; tariff threat; China buys more Canadian canola
Argentine weather; Trump in Iowa; Xi’s military purge; shutdown redux; tariff ruling wait
Triple-digit silver; dumping the dollar; tight cattle supplies continue
December placements down slightly less than expected
Farm and ethanol groups blast Congress; USDA portal; Greenland thaw continues; strong GDP, sticky inflation; EU-South America trade pact timing
Farm leaders press for more aid in spending bills; soybeans erase post-WASDE fall
Japan shakes up bond market; Big Oil, ethanol groups strike a deal; Brazil early-harvest weather
Domestic importers and farmers ‘bore the tariff burden substantially, says new research from North Dakota State University.

Bill Watts