Fri, 12 Jun 2026 23:55:49 -0500WeeblyThu, 11 Jun 2026 05:00:00 GMThttps://www.malcomaggroup.com/commentary/thursday4260954Nothing outside of expectations in exports Thursday morning and WASDE was pretty much a punt, so that gave the fund short room to press.  Corn hit the worst, 411 3/4, minus 7 1/4.  I'm a bit surprised that the funds are still hitting corn down here.  Wheat off 3/4 cent, 586 3/4 and beans down 8 to 1115.  Rice off a dozen as well, 1220 1/2.  Dow got a positive news on the Strait pop, 50,875, plus 885 points and bonds gained a full point and 4 tics, 112.22.  Money boys are acting like this agreement with Iran will stick.  ]]>Wed, 10 Jun 2026 05:00:00 GMThttps://www.malcomaggroup.com/commentary/wednesday1819744Hump day trade mostly cleanup in front of Thursday WASDE.  Attempt at recovery in corn falls short, 419, minus 1/2 cent after trying to work higher just got little support.  Wheat up 2 1/4 to 587 1/2.  Beans up 9 1/4 to 1123 with both meal and oil down near some pretty decent support, and crush is already stupid profitable.  Basis telling me that the commercial has control of most old crop beans.   Rice off 6 1/2 cents, 1232 1/2 and the story there is the short that kept us down finally got someone else to sell the big bid at $12.30, but there were no stops.  Dow smacked down 919 points, 49,990 with the Strait seeing more action and bonds slipped 7 tics, 111.18.]]>Tue, 09 Jun 2026 05:00:00 GMThttps://www.malcomaggroup.com/commentary/tuesday5918941Tuesday grain markets still trying to set a base, and the short knows he needs to save bullets for the close.  That will be a rinse and repeat theme to try to keep the markets on the defensive.  Wheat picks up a couple cents, 585 1/4 and corn closes up 3/4 cent, 419 1/2.  Beans leak 2 to 1113 3/4 and rice hit late to get a 1239 close, minus 8.  Dow had a big range but nothing day, 50,909 as the computers love to churn retail.  Bonds up 9 tics, 111.25.  WASDE at 11 on Thursday.]]>Mon, 08 Jun 2026 05:00:00 GMThttps://www.malcomaggroup.com/commentary/monday3746495Last week's bears seemed to have run out of bullets Monday after a pretty brutal run down.  I can see them wanting the sidelines, but there seems to be too many variables to me for them to want to put on the big, short position, kill the market for the rest of the year pressure this early.  Wheat bounced 3 1/4 to 583 1/4 and corn got some footing and gained a penny and a quarter, 418 3/4.  Rice has a bid at 1230 that the short is trying to get someone else to sell, so far with no luck, and we closed 1247, up 7 1/2.  Beans did leak another 5 3/4 to 1115 3/4, but that's a fair better close than the $11 the short was surely hoping to see.  Dow off 80 points, 50,856 and Sept bonds off 8 tics, 111.16.]]>Fri, 05 Jun 2026 05:00:00 GMThttps://www.malcomaggroup.com/commentary/friday1755194Friday brought the end of a pretty lousy week in the grain room and corn lost 7 more cents to close 417 1/2.  I thought corn could soften a bit, but that big of a drop is a bit overdone to me.  Wheat stabilizing, 580. minus 1 3/4 and beans give up another 8 cents on weak meal and oil, 1121 1/2.  Rice unchanged, 1239 1/2 but a decent early buying spree ran out of breath.  Dow gave back Thursday action, 50,936, off 735 points and bonds leaked 17 tics, 112.08.  Will be switching to sept in the bonds moving forward.  ]]>Thu, 04 Jun 2026 05:00:00 GMThttps://www.malcomaggroup.com/commentary/thursday8936653Weaker exports Thursday was the straw that finished off the soy complex. Meal hit for 7 bucks, oil off 240 points and beans close down 24 1/2 cents, 1129 1/2.  Corn lost another 7 to 424 1/2 and wheat down 5 1/2 cents, 581 3/4.  Rice closes 1239 1/2, minus 13 1/2 as the seller wants someone to take out the long resting bid at 1230.  Financials lit it up to new highs, 51,671, plus 868 points in the Dow and bonds pick up 6 tics, 112.25.  Bonds acting sickly at a much lower price point than I would like to see.  We are on the edge of stagflation becoming a thing. ]]>Wed, 03 Jun 2026 05:00:00 GMThttps://www.malcomaggroup.com/commentary/wednesday4501095Pretty miserable trade for Humpday with financials shaky, Dow off 597 points, 50,803 and bonds off 14 tics, 112.19.  Wheat smacked again, 587 1/4, off 15 3/4 and corn off 9 cents, 431 1/2.  Beans down 11 1/4 to 1154 and rice off 13 cents, 1253.  Funds are on the way out of their longs in corn and soy and getting short wheat.]]>Tue, 02 Jun 2026 05:00:00 GMThttps://www.malcomaggroup.com/commentary/tuesday4569426Beans hit for 15 1/2 cents Tuesday, 1165 1/4 close.  Wheat down 5 3/4 to 603 and corn off another 3 1/2 to 440 1/2.  Rice looked lower but seller found no company and we had a solid bounce back to 1266, plus 16 on the day.  Stocks up another 266 points to a new high, 51,400 close while bonds picked up 10 tics, 113.01.  ]]>Mon, 01 Jun 2026 05:00:00 GMThttps://www.malcomaggroup.com/commentary/monday7891170Carryover selling Monday in the grain room but feeling like we are looking at a Monday/Tuesday trade coming.  Corn off 2 3/4 after looking a bit lower, 444 close.  Wheat down 1 3/4 cents, 608 3/4.  Beans give up 6 more, 1080 3/4 and rice is off 10 1/2 cents, 1250.  Dow tickles new highs and closes up 57 points, 51,134 and bonds are unchanged, 112.23.]]>Fri, 29 May 2026 05:00:00 GMThttps://www.malcomaggroup.com/commentary/friday2127939Month end trade Friday heavy across the grain room as selling to lighten up the fund longs continues.  Wheat down another 13 1/2 cents, 610 1/2.  Corn smacked for 9 to 446 3/4 and beans down 7 3/4 cents, 1186 3/4.  Rice bear saw a window to hunt stops and we fell 32 1/2 to 1260 1/2.  Pretty sad trade going into the weekend.  Dow pumped up, 51,077, plus 334 points and the bonds stalled, 112.23, off 3 tics.  ]]>