As the financial elite gather in Davos, Switzerland, the war of words between the US president and - well - everyone else continues to grow louder.

The three certainties in life these days are death, taxes, and the US president causing global chaos in markets over the weekend.

Much of Friday morning, the discussion of global financial markets had to do with words starting with "In": Independence, Interest (rates), Increasing, etc.

Thursday morning again saw global markets having to adjust to realigned alliances and general destabilization.

If US corn is considered a natural/national resource, does it open the door for the cash price to fall below the government loan price? Enquiring minds want to know.

There was something missing from overnight markets, though the trends we've seen of late remained the same.

While I wanted to talk about something else, anything else, to start the week, the latest market news was not expected, nor was it surprising.

The events of early 2026 have raised the debate over crude oil markets becoming more fundamentally bearish - or possibly bullish.

Setting aside the coming data dumps and sparkly diversions, market macros across sectors should continue to be main topic.

The various aspects of global trade dominated early morning market discussion Thursday, while the Grains sector stayed asleep.