03/05/26 Markets Factoring in Extended War Risks

03/05/2026 Click Above to Watch the Morning Market Talk Video Markets Factoring in Extended War Risks New Reco Day 1: Advance New Crop 2026 Soybean Sales 20% against March 2027 futures at $11.45.  Note: The 20% new-crop corn sales against March 2027 futures were recorded at $4.81, as reflected in the table at the end of this report. ***Futures trading involves risk. The risk of loss in trading futures and/or options is substantial, and each investor and/or trader must consider whether this is a suitable investment. Past performance is not indicative of future results. On the Grains Grain and soy markets traded higher overnight with the exception of soy meal, which modestly favored the downside. Crude oil strengthened after Wednesday’s pause, briefly poking to a new high for the move but failing to find sustained buying above Tuesday’s intraday highs. Both gold futures and the U.S. dollar index traded higher overnight. The global bond selloff continued. The war with Iran entered its sixth day, with little sign of easing, as Iran’s Islamic Revolutionary Guards Corps said retaliatory attacks will intensify in coming days and an Iranian official told state television Tehran has “no intention of negotiating with the U.S.” The…