November canola is up $5.20/mt, December soybean oil is down 0.20 cents/pound, November European rapeseed is down 0.75 euro/mt and October Malaysian palm oil is up 0.19%. December oats are up 1 1/2 cents/bushel while November European corn is up 2.25 euros/mt. September crude oil is up $.02/barrel, September ULSD is up $.0499/gallon, and the September Canadian dollar is down 0.00025 at 0.71925. The September U.S. Dollar Index is up 0.025 at 99.740 and the September Brazilian real is up 0.00025 at 0.19275.

Grains have soared on news of additional Ukraine drone attacks on three Russian Black Sea ports, with Kansas wheat leading the way, up $0.30/bushel ahead of the WASDE update. Corn was up nearly a dime while most oilseed markets firmed to varying degrees. Diesel trading near contract highs should be helping and likely will to a greater extent barring bearish news from USDA.

Outside markets were unaffected by the July CPI report that came in exactly as expected. With that, the market has pushed back expectations for the next quarter-point fed funds rate hike to the December meeting followed by an indefinite pause. Stocks and bonds and the U.S. dollar remain quietly higher as a result.

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