Key Market Insights Macro: Dollar Up, Stocks Down The U.S. dollar moved higher today, creating another headwind for American exports. A stronger dollar makes U.S. commodities more expensive on the global market and can make it harder for exporters to compete against South American and Black Sea supplies. At the same time, equity markets moved lower as investors weighed renewed geopolitical tensions, trade uncertainty, and shifting economic expectations. Neither development changes grain balance sheets today, but both can influence fund flows and risk appetite across commodities.

Energy: Tight Supplies, Bigger Headlines The latest EIA report showed U.S. crude oil inventories falling 8 million barrels, double trade expectations. Another 8 mi...