Darin Newsom

The Tuesday morning Tolstoy Timeline remains intact with headlines again screaming “War” while the US president's social media subscribers wait for notification of when he will again say “Peace”.

Darin Newsom Barchart In the Financials sector, markets are reportedly waiting for the US government to tell us if inflation is really a problem through the July CPI and PPI numbers.

It was more of the same as far as market-moving headlines go coming out of the weekend with the US president's War on Iran and Vlad the Invader's War on Ukraine getting top billing.

Though I never participated in a Crop Tour, I've seen them from nearly every angle. There are countless stories providing plenty of fodder for those of us non-believers in such things.

The 30-year US Treasury yield is at a 19-year high due to continued inflation fears. US stock indexes stumbled Monday and were under continued pressure early Tuesday morning.

The US president's War on Iran continues to expand, with Iran reportedly weighing an attack on US targets in Europe.

Darin Newsom Barchart The big ‘news' Monday morning is that Washington and Ottawa are gearing up for an “all-out trade war”.

Coffee closed nearly 6% higher to open the week, the backwardation/inverse in its forward curve strengthening along the way.

Darin Newsom Barchart Similar to what has been seen so far this week, the Energies sector was under pressure pre-dawn while Grains continued to rally.

In today's interview with Michelle Rook on Markets Now, we discussed recent counter-seasonal rallies and volatility across agricultural markets, focusing