Notes Today:

• Low water levels in Panama Canal expected to impact U.S. grains
• New 2023 World highest temperature was set yesterday in Iran: 51.8C (125.24F) at Shahdad ,Kerman Province, in the Dash-el-Lut desert. 

• Ford got a $9.2 billion loan to build three EV battery factories in Tennessee and Kentucky.

• So far Midwest rain does not seem that impressive to me. But what do I know? Market will let me know in 6 hrs.

• 

•  Evidently better than expected rainfall across the "I" states this weekend.

Problem with these notes: some tend to run up against a deeply rooted feature of human cognition - the desire not to think about anything unpleasant…Sorry about that.