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There’s something brewing that most traders aren’t paying attention to — and it’s happening thousands of miles away from Wall Street.
Trump is in China, and he brought some interesting company with him — Elon Musk and Boeing (BA) CEO Kelly Ortberg — along with probably a whole slew of others. This trip isn’t just a diplomatic handshake tour.
It hits at the heart of several economic pressures that could ripple through multiple sectors, especially if discussions shift toward major Boeing airplane purchases and the mounting urgency for China to step in as a buyer of U.S. soybeans.
Farmers are still sitting on last fall’s crop and storage is filling up fast.
The timing here matters. Tariff tensions have been simmering for months, and the outcomes of these meetings could fuel or cool inflation channels already visible in rising gasoline, meat and grain prices. Gas prices continue creeping higher and unless something changes fast, inflation readings are likely to reflect that pressure and already do with this week’s CPI and PPI prints coming in hot.
So today we’ll discuss what I’m watching and why it matters for your portfolio.
The Boeing Angle and What It Signals
We’re probably going to see some airplane purchase deals discussed on this trip. When you bring the Boeing CEO along, it’s rarely symbolic — China remains a massive market for commercial aircraft and any meaningful order would almost certainly move BA.
At the same time, Trump has been talking about announcing some kind of reciprocal tariff arrangement with the U.K. But realistically, the U.K. isn’t a major supplier of much to the U.S. beyond a few headline products like beef. It’s hard to see this as a needle-mover in trade flows, which makes it feel more symbolic than economically impactful.
The bigger issue is inflation and the growing national debt. Even if trade wins emerge, they sit against a backdrop where inflation keeps eating away at consumer buying power and the country pushes toward $39 trillion of debt. Some argue the only real path forward is generating overwhelming economic abundance — building so much productive capacity that debt becomes manageable.
That’s a long-term vision, not a quick fix.
The Soybean Problem Nobody’s Talking About
One of the most urgent reasons for this trip may be tied to soybeans. China didn’t buy much from us recently and farmers ended up with large surpluses sitting in storage. Now we’re rolling into the next planting season and there’s a real risk of overproducing soy while leaving ourselves short on corn.
This isn’t a theoretical issue — it’s a growing financial strain for farming states. Many farmers are holding last year’s crop with nowhere for it to go. Securing Chinese purchases would take enormous pressure off agricultural markets and help stabilize pricing before things get out of hand.
And all of this ties directly to what voters are feeling. Higher gasoline prices push up costs across the entire supply chain and grocery prices have hit levels that make basic staples feel like luxury items. When consumers walk into a store and meat prices effectively start around $10 a pound, trade policy stops being political theater and becomes a kitchen-table issue.
Still, even with all the attention on this trip, there are no guaranteed solutions coming out of it. The problems at hand — tariffs, inflation, supply imbalances, the national debt — are tangled and slow-moving.
A single visit won’t untangle them and it’s important to stay realistic about the time frame for any meaningful economic shifts. No one has a perfect answer here and there aren’t any clean, fast resolutions waiting around the corner.
So as these negotiations unfold, keep an eye on aerospace, agriculture and commodity-linked sectors. The setup could create opportunities but it demands caution and grounded expectations.
Jeffry Turnmire
Jeffry Turnmire Trading
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I’m just a regular dude in Knoxville, Tennessee: a husband, father, civil engineer, urban farmer, maker and trader.
I’ve been at this trading thing with real money for 20-plus years, and started paper trading over 35 years ago. I have a knack for making some epic predictions that just may very well come true. Why share them? Because I like helping other people — it’s the Eagle Scout in me.
*This is for informational and educational purposes only. There is inherent risk in trading, so trade at your own risk.
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