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Market Intelligence

Gain the edge you need to succeed in the commodity and financial markets: our Market Intelligence team delivers cutting-edge research and analysis you won't find anywhere else.

How CBAM Hedging Works Before Physical Certificates Are Available

CBAM hedging matters because importers owe carbon costs before they can buy the certificates that settle them. Financially settled swaps and supply contract terms are the main ways companies manage that open exposure.

Editorial Team
Editorial Team
  • Carbon

Precious Metals Weekly Front Desk Presentation 110426: Mid-term deepdive, FOMC, ECB, Nornickel

A document with a substantial number of slides and text, built for the Front Desk internal call and analysing market developments, the economic and political background and key market parameters influencing the precious metals.

Rhona O'Connell
Rhona O'Connell
  • Precious Metals

U.S. Midterms Become the First Test for a Dollar Backed by Strong Data

A U.S. midterm clean sweep is seen as a near-term risk for the dollar if it raises the odds of political gridlock. Strong U.S. data and a Federal Reserve still leaning toward tighter policy give the greenback a sturdier floor underneath.

Fawad Razaqzada
Fawad Razaqzada
  • Currencies

Why Midterm Gridlock in Congress Matters for Bitcoin Regulation

The U.S. midterm elections put Bitcoin's regulatory path on the line, and a Democratic sweep is not the only outcome that weighs on the cryptocurrency. A gridlocked Congress could stall the regulatory progress Bitcoin has enjoyed under the Trump administration.

Fiona Cincotta
Fiona Cincotta
  • Digital Assets

How Gulf Port Capacity Limits Hormuz Fertilizer Supply Recovery

Reopening the Strait of Hormuz does not release fertilizer supply all at once, because Persian Gulf ports load vessels at a fixed pace. That loading limit shapes how nitrogen, phosphate and sulfur markets move from selloff to recovery.

Josh Linville
Josh Linville
  • Fertilizers

Daily Coffee Report 11/3/26

Daily coffee report

StoneX Coffee Team
StoneX Coffee Team
  • Coffee

CME Cash Market Summary

Daily CME spot dairy market price summary

Dairy Team - Chicago
Dairy Team - Chicago
  • Dairy

RBA Decision Clears and AUD/USD Event Risk Moves to U.S. Payrolls

Once the Reserve Bank of Australia has spoken, AUD/USD event risk moves to U.S. data. Nonfarm payrolls carry the largest potential impact on U.S. monetary policy and on the dollar side of the pair.

Michael Boutros
Michael Boutros
  • Currencies

How the Bank of England Decision Signals Its Path Beyond One Hike

A fully priced Bank of England hike shifts the focus to what policymakers say about the path beyond it. The minutes, the governor's press conference and the forecasts set the tone that moves sterling and EUR/GBP.

Fiona Cincotta
Fiona Cincotta
  • Interest Rates

Australian Dollar Slides Across FX Majors After a Cautious RBA Hike

The Australian dollar lost ground across the major currencies after a split RBA board removed its explicit pledge to keep tightening. Softer domestic data and the risk of a broader risk-off tone add pressure from both sides.

Matt Simpson
Matt Simpson
  • Currencies

Perspective: Morning Commentary for November 3

November 3 – It’s election day in the U.S., with the corresponding geopolitical uncertainty looking to drive a day of volatile, headline-driven trade. Stock futures are pointing to a mixed open, with the Nasdaq hoping to find some turnaround Tuesday action to stop the bleeding from the recent selloff that has battered the tech sector and drove the index to its lowest close since late July yesterday. The VIX is off its overnight highs but remains elevated, hovering near 20.8 at the time of writing. The dollar is effectively unchanged to start the day, trading at 101.82. Treasury yields are quietly higher after their recent slide that has coincided with the selloff in the equities, particularly tech, potentially signaling some investors fleeing to safe havens, with 2-year yields at 4.585%, 10-year yields at 4.919%, and 30-year yields at 5.294% this morning. Meanwhile, the ags are mostly lower at the break.

Mike Castle
Mike Castle
  • Grains & Oilseeds
  • Energy
  • Dairy
  • Renewable Fuels
  • Meats & Livestock
  • Forest Products

Precious Metals StoneX 110326; Deep dive into US mid-terms; scenario analysis

Potential key changes if the Democrats take both Chambers

Rhona O'Connell
Rhona O'Connell
  • Precious Metals

Videos

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Whitepapers

Seeking a more comprehensive look at your topics of interest? Our market-expert driven whitepapers deliver greater financial analysis through extensive research and meticulous attention to detail.

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Podcasts

Go deeper into the world of finance and trading with our ever-current StoneX podcasts. Our experts help inform your strategy with thought-provoking conversation that go beyond your typical news article.

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Webinars

Access expert-led, on-demand webinars from StoneX analysts around the world. Stay informed with in-depth discussions on global markets, designed to support and strengthen your strategy.

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Education

Take control of your cash flow and improve your balance sheet with StoneX's comprehensive education, tailored to meet your specific needs and goals in the commodities and financial markets.

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Glossary

Our glossary of trading terms, investment topics and in-depth research is designed to give you a better understanding of the financial markets. Improve your knowledge and enhance your strategies with our glossary.

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Thought leadership

Delve into expert financial analysis and opinion by industry insiders from across market sectors. StoneX thought leadership offers deep insights and actionable guidance designed to put you a step ahead of the competition.

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