Arlan Suderman, Chief Commodities Economist at StoneX, explains why grain and oilseed markets are under pressure despite bullish supply fundamentals, tightening global inventories, and ongoing inflation concerns.

In this May 15 update, Arlan covers:

- Why investor money flow and market sentiment are overriding traditional supply-and-demand fundamentals

- How computerized trading and headline-driven momentum are impacting grain and oilseed markets

- What disappointed the markets following President Trump’s trade meetings with China

- Why expectations for major Chinese soybean purchases may be unrealistic

- How the USDA’s latest outlook tightened supply expectations for corn and wheat

- Why E15 legislation could still have major implications for long-term demand

- How inflation, treasury yields, and energy markets continue to support commodities longer term

- Why fertilizer shortages could become a major supply issue heading into 2027

- What producers and end users should watch as volatility accelerates

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