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The US-China Kuala Lumpur trade arrangement has been extended to 10 January 2027, with China paying a 12.5% Section 301 levy on top of existing duties. Analysts expect Democrats to take both chambers of Congress, though the truce rests on executive orders rather than statute.
The extended truce keeps current tariff levels in place for the next two months, but added congressional scrutiny of sourcing could make transshipment-based trade harder, shaping US import flows for agricultural and feed inputs.
wcrcleaders.comRahul KapoorNov 4, 2026After 1,905 past policy events, Soybeans moved a median +0.1% over 5 sessions (52% higher; middle half -1.4% to +1.8%), and +0.2% over 20.
After 1,623 past policy events, Corn moved a median +0.1% over 5 sessions (51% higher; middle half -1.4% to +1.5%), and +0.4% over 20.
After 734 past policy events, Soybean Meal moved a median -0.2% over 5 sessions (46% higher; middle half -1.9% to +1.6%), and -0.4% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
