Trump-Xi Meeting in the Cards: ETFs Currently in Focus

U.S.-China trade talks are putting tariff cuts, Chinese equities and U.S. soybean demand in focus ahead of the Sept. 24 summit.

Zacks Investment Research • Sep 18, 2026

Corn and Soybean Prices Are Popping. How to Play It.

For investors, there are many ways to play commodities, including exchange-traded funds keyed off agricultural commodities and food-related stocks.

Barrons • Sep 4, 2026

Hormuz Trade Revisited: Why I Remain Bullish On SOYB

CF Industries remains my preferred fertilizer equity, with a 9.8% gain and strong support from North American natural gas dynamics. I continue to hold CF, Nutrien, Intrepid Potash, SOYB, and DBA but view the DBA October $28 call as the highest risk due to imminent expiration. My thesis has evolved from an event-driven Hormuz disruption to a structural, intermediate-term view, emphasizing the impact of energy, shipping, and farmer economics on agriculture.

Seeking Alpha • Aug 26, 2026

HSBC Warns: Brutal Commodity ‘Super-Squeeze' Coming as Iran Conflict Widens

For much of the past year, global markets have absorbed geopolitical shocks with surprising resilience.

24/7 Wall Street • Jul 24, 2026

US Says China to Buy $17 Billion in Farm Goods Annually

China has agreed to buy at least $17 billion of agricultural products annually through 2028, the US said after Donald Trump and Xi Jinping held a major summit in Beijing last week. Bloomberg's Stephen Engle has the details.

Bloomberg Markets and Finance • May 18, 2026

Agricultural ETFs to Gain as China Pledges to Buy $17B of US Crops

China's $17B annual U.S. crop pledge through 2028 could lift agricultural ETFs like TAGS as soybean, beef, and poultry exports set to rebound.

Zacks Investment Research • May 18, 2026

White House touts deals on soybeans and rare earths after Trump-Xi summit, while China talks up tariff cuts

China will buy $17 billion of U.S. agricultural products each year through 2028, the White House said. The U.S. readout also mentioned access to rare earths, while China's did not.

CNBC • May 18, 2026

Cocoa Prices Jump Over 15% as Investors Reposition

EXCLUSIVE: Cocoa is on course to rise by 15% after hitting its highest level in over three months this week, though prices are unlikely to return to levels seen in 2025, analysts say.

WSJ • May 8, 2026

Widespread Drought Adds to Stresses for U.S. Farmers. Food Prices Are a Focus.

Just in time for the start of the growing season, the National Drought Mitigation Center's latest data says that 51% of U.S. states and Puerto Rico are in moderate drought or worse.

Barrons • Apr 20, 2026

Soybeans Surge as Trump Stokes Hope of More China Purchases

Soybean futures rose more than 2% after President Trump suggested China may buy an additional 8 million tons of soybeans from the U.S. this season.

WSJ • Feb 4, 2026