after the debt down grade

All of the turmoil in the world and the US is likely to cause a money flow into the US, as it is still thought of as a safe haven at this time. This could cause a short term rise in the dollar which could lead to a short term sell off in commodities, but all the negative news is bad for economies in the US and abroad and the central banks will do what they have been doing, especially in the US. They will print more money in a losing attempt to get the economy going again. This in turn will drive up commodities and further increase the deficit. They do this because politicians cant stand the short term pain, and risk losing the next election. If they would do what they really should, which is cut spending and raise taxes in some balanced across the board way we could get out of this mess over time, but it would cause an economy that is in bad shape to get even worse for a few years, but in the long run would start to fix the big problem.
  So what does all this mean for grain and rice prices, in the next 3 to 6 months the fed will print money and drive down the dollar and grains will go up. Macro economic factors will become a bigger driver of the grain markets than the supply and demand reports of the grains themselves. I also think that yields in corn and rice and maybe beans have been hurt and the supply and demand reports will also be bullish.