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  • Morning Update

    Grains continue to recover from WASDE and potential EU sanctions. This morning’s trade sees a recovery rally and also exceeds yesterday’s highs in some areas. Yesterday, the grain markets absorbed a pretty negative impact from a new story with the President. Trump announced a tariff on eight EU countries starting February 1, and if they…

  • Morning Update

    Grains slip slightly amid chatter about new tariffs on Europe. Corn, soybeans, and wheat are all starting the week under pressure as managed money shifts heavily into outside markets, particularly the metals. Gold has jumped more than $130, and silver is up over $6 in early trade as safe haven buying ramps up amid heightened…

  • Morning Update

    Grains attempt another overnight rally. Will they retain the strength in the day session? Futures are posting gains in overnight trade as light buying persists across the board. While fresh headlines are sparse, the market is still digesting a busy week of data. Export demand for U.S. corn and soybeans remains impressive, and traders are…

  • Morning Update

    Grains try another overnight recovery rally. Corn, soybeans, and wheat pushed higher overnight as the market continued to recover from Monday’s bearish USDA report. While traders are moving on from the data dump, skepticism lingers, especially over the USDA’s acreage revisions, which many in the trade still view as questionable. With that now behind us,…

  • Morning Update

    Overnight grain trade finds end-user buying interest. Metals and energies remain explosive. The grain trade is working higher in the overnight session, as markets begin to recover from Monday’s USDA report. After an initial wave of selling, some bargain hunting is beginning to appear. (there is an old axiom, that when Turn-around Tuesday does not…

  • Morning Update

    The grain market is still hungover this morning from excessive USDA supply forecasts. Corn, soybeans, and wheat are all under pressure this morning as the market digests yesterday’s USDA reports. Corn is bearing the brunt of selling after the agency added another 1.3 million harvested acres (from less corn silage) and nudged the national yield…

  • Morning Update

    Crop Report out at 11:00 CDST today. Grain futures are solidly higher in overnight trade as managed money rotates back into safe‑haven positions, including commodities. Precious metals are leading the gains, with gold up over $120 and silver climbing nearly $6, reflecting broad risk pricing tied to geopolitical tensions. Markets are grappling with rising uncertainty…

  • Morning Update

    Soybeans recovered overnight, with soybeans and grains trading near the week’s best values. Overnight futures are mixed, with grains under mild pressure while soybeans are seeing moderate strength. Most of this movement continues to stem from pre-report positioning ahead of Monday’s key USDA data release. Trade is also wrestling with conflicting fundamental narratives, especially regarding…

  • Morning Update

    Grains consolidate Wednesday’s gains. Lower production numbers are anticipated for Monday’s crop report. This morning’s grain trade is consolidating yesterday’s strong gains. Export sales data released this morning reflected holiday reductions, while soybeans maintained a reasonable 800,000+ MT in sales, supported by China’s ongoing activity. Position squaring continues ahead of this Friday’s Supreme Court ruling…