US/Japan Trade Deal, Corn Sweat, Coca-Cola Update
US/Japan Trade Deal, Corn Sweat, Coca-Cola Update  
Podcast: Grain Markets and Other Stuff
Published On: Wed Jul 23 2025
Description: Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 US/Japan Deal3:00 Heat Wave, Corn Sweat5:37 Wheat Sucks7:52 Coca-Cola Update8:53 US/China Update11:12 Meme Stocks / M2🎥 BIG TRADE DEALS, CORN SWEAT & MEME STOCKS! 🌽📈🇯🇵🚨 President Trump just dropped a massive trade bombshell — TWO new international deals in one day!🇯🇵 Japan Deal Highlights:– 15% tariff on imports– $550B Japanese investment in the US (Trump decides where it goes!)– Big wins for US agriculture: 🚜 +75% rice purchases, +$8B in ag imports– Expanded access for American cars, corn, soybeans, wheat, beef, pork & dairy!🇵🇭 Philippines Deal:– 19% export tariff to the US– Details still emerging…🔥 Meanwhile, it’s HOT out there—and “🌽 Corn Sweat” is making it worse!A massive heat dome is punishing the eastern U.S., with humidity spiking in the Corn Belt right during pollination. Luckily, forecasts now show a drastic cooldown coming soon. 🌡️🌽📊 Wheat rallies on smaller harvest expectations from Russia 🇷🇺, Ukraine 🇺🇦, and drought in Canada 🇨🇦.– SRW & HRW wheat futures up– Spring wheat climbs near $6.12/bu🥤 Coca-Cola’s Cane Sugar Comeback?– Trump praised Coke for ditching HFCS– A new, premium cane sugar line may launch. 🍬– But don’t expect big changes to corn demand just yet🌏 China Trade Truce Extended?– Treasury Sec. Scott Bessent heading to Sweden for talks– 90-day tariff pause expires Aug. 12– Topics: trade balance, oil imports from Russia/Iran, China’s economic reforms💥 Meme Stocks Return!– Opendoor & Kohl’s are the new GameStop & AMC– Retail frenzy is back despite higher rates and no stimulus– Many asset classes (stocks, real estate, farmland, BTC, gold) hovering near all-time highs 🚀💰– Is it FOMO… or a bubble? 🫧