What Do Monday Morning's Markets Bring to Mind?
What Do Monday Morning's Markets Bring to Mind? Darin Newsom Mon, July 27, 2026 at 4:23 AM PDT 5 min read CL=F ^GSPC ^DJI ^IXIC A man looking at a warped stock market chart by AciiiDsgn via Shutterstock The Energies sector was in free fall mode while US stock index futures jumped to start the week, all on more "peace in Iran" headlines. Meanwhile, the Grains sector reminded me of the Red Wedding scene from Game of Thrones, particularly the oilseed sub-sector. Tesla Missed by 38% But Elon Musk Is Not Worried. Here's What TSLA Investors Should Make of That. Dear Bloom Energy Stock Fans, Mark Your Calendars for July 28 Crude Oil Prices Plunge as Supply Threats Ease Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. Last Friday's Commitments of Traders report showed solid buying across the board in the Grains sector, though not enough to switch. the SRW position to net-long futures. Morning Summary: I was going to refer to The Bangles song "Manic Monday[i]" for today's Morning Commentary but realized I do that nearly every week. So, I changed it up a bit with "Walk Like an Egyptian"[ii]. Does that have anything to do with markets to start the week? Not at all. In fact, if ever the label "Manic" fit the commodity complex, it's today. Let's go through the usual checklist: The Energies sector is free falling with Brent crude (QAU26) down 9.2%, WTI off 7.8%, distillates (diesel fuel) down 2.4%, and petrol off 4.25%. Given this break, we would expect the Indices sector (US stock index futures) to be higher, which they are. S&P 500 futures are up 1%, DJIA futures are 1.1% in the green, and Nasdaq futures are up 1.6%. We can also guess the headline this morning: "U.S. and Iran pause fighting to give peace talks 'space' ". No, I'm not making this insanity up. That's what the lead headline reads. Meanwhile, gold is up 0.6% (GCQ26) while silver has added 1.3% and Dr. Copper the economic indicator was 0.6% in the green early Monday morning. Out in the Barn, given the explosive rally in stock index futures and last week's closing rally, I'm expecting both cattle markets to stampede once the opening bell rings. Corn: If you happen to be the hedge fund who spent millions of dollars betting on a weather market in new-crop corn last week, through the call option spread, don't look at the quote screen pre-dawn Monday. December (ZCZ26) dropped as much as 15.5 cents overnight on trade volume of 64,000 contracts and was sitting 13.75 cents lower at this writing. Why? Does it really matter? My Blink reaction is there was some rain across the US Plains and Midwest this weekend, but that was in the forecast late last week. Monday morning's weather map shows only a few scattered showers floating around, though today's forecast calls for better chances stretching across much of the US...
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