China is suffering more inflation than the government is happy about. The cure is to raise the value of the Yuan. Were that to be done before all needed imports are paid for, or before contracts to hedge the dollars/yuan ratios were purchased, prices of US grains would almost certainly rise. Charts and further remarks are available at
If your interests include financial products, you'll find weekly round-ups there as well. During the week I have comments on trading currency and bonds, and ... observations(?) about the stock market.