06/04/2026 – CommStock Investments

06/04/2026 Screwworm Confirmed: Emotion, Money Flow and Perception Vs. Reality Click Above to Watch the Morning Market Talk Video Screwworm Confirmed: Emotion, Money Flow and Perception Vs. Reality On the Grains Soybeans faced follow through selling overnight after downside breakout from the sideways range on Wednesday. Corn followed, with July futures scoring a contract low and December matching the early February low. Winter wheat markets also traded lower. China has started purchasing U.S. soybeans under the framework of the Busan trade agreement, according to USDA Deputy Secretary Stephen Vaden. This is something I alerted you to last Friday via my subscribers-only video. On May 29, USDA reported daily soybean sales of 192,000 MT – 60,000 MT for 2025-26 and 132,000 MT for 2026-27. Daily soybean sales announced on May 14 were similar, with 120,000 MT for 2025-26 and 132,000 MT for 2026-27. It appears these purchases by “unknown destinations” was likely China. The key question now is whether Vaden’s comments mark the beginning of a sustained Chinese buying campaign or simply the first symbolic purchases under the new agreement. Until USDA export sales data verifies the volume and frequency of transactions, soybean traders are likely to view the reported purchases…

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