To me, the overall situation for 25/26 corn has changed with yesterday's USDA data. Many producer sales have been established in the $4.50-75 zone, basis CZ. If you are one that has been exceptionally aggressive with sales, I think some re-ownership positioning is

Soybean weakness today should be seen as corrective and temporary. It is a buying opportunity. Expect trade above yesterday's highs in the coming days.

Corn (both July and Dec) act to me like they will close higher today, despite the soy action, which likely will close far off the day's lows, which were likely just established. (Soybeans)

I am getting more and more bullish summer grain/soy rally potential in the weeks ahead, which probably means that the next 4-7 days will be a punishing flush for existing long positions.

Crude oil getting ready to tip over here??? Seems very plausible/probable. Several dollars+ of downside risk here.

The Dow seems vulnerable to taking a big hit today?

Corn, soybeans and wheat…all sell off the balance of the week. Negating optimism created through today. Bulls…consider taking evasive action.

Special Update, 5-21-25 email.marketing360.com/t/d-B11BA8B671…

First Look, 5-22-25 email.marketing360.com/t/d-044F19C5AE… *It is possible that downside risk in corn, wheat and soybeans into mid-June is greater than we want it to be.

Will soyoil experience a major price washout during the next 2-3 weeks? Risk of such is high.

Monday Night Outlook, 5-26-25 email.marketing360.com/t/d-A1EF26C320…

Soybean bears may want to hit the exit door.

Despite everyone waiting on US/China trade talks, the soybean recovery rally appears to have run its course.

Expect any equity strength to fail miserably during the next several days. If the backroom wants lower interest rates, (and they do) they will dump equities to incentivize such action. The Fed will be given the blame for being too slow.

Without a new bullish surprise from USDA, the next move in soybeans will be a flush down to probe below $10.00, basis SX. Then, we can talk about looking for a bottom.

Mr President Donald J. Trump much to my dismay, Recent developments in Ukraine and Iran are causing me to think the reality is that it’s President Lindsay Graham that we got, along with his puppet masters, and not DJT that I voted for. Prove me wrong, please.

zerohedge.com/geopolitical/c…

All things considered, grains/soy have underperformed this week. A downside flush remains possible into the end of the month.

All things considered, crude oil has underperformed this week. A downside flush remains plausible, if not probable from here.

AN IRANIAN DELEGATION FOR NEGOTIATION MAY HAVE JUST LANDED IN OMAN.