StoneX logo

Gain your edge with StoneX: Market intel, insights and education

Bookmark this page in your browser to ensure you never miss new StoneX content.

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.

Daily Coffee Report 8/19/26

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

Canadian Dollar Event Risk Builds as Federal Reserve Minutes Land

The Canadian dollar has spent five of the last six weeks falling and is now parked on a band of long-term support with a crowded data calendar ahead. Michael Boutros breaks down which scheduled catalysts sit in front of the market and why U.S. yields matter as much as the Canadian numbers.

Editorial Team
Editorial Team
  • Currencies

Winter Plantings Tighten as Russia and Ukraine Lose Export Income

Black Sea export revenue has collapsed and the pressure is landing on next season's winter wheat and rapeseed planting. Falling farm income, rising freight costs, Russian state support measures and European dryness now shape the acreage decision more than the war headlines do.

Editorial Team
Editorial Team
  • Grains & Oilseeds

Perspective: Morning Commentary for August 19

August 19 – Stock futures were quietly mixed for much of the night. Two wars continue to weigh on investor sentiment, but the economy continues to push forward. Treasury yields pulled back a bit overnight, but the trend remains higher. Yet, the VIX continues to trade near 15 this morning, which is a relatively low level reflecting a sense of complacency. The dollar index is trading near at an 11-week low near 99.0 as it slips lower in recent days, helping to offset a slow rise in commodity prices. Yields on 10-year Treasuries are trading near 4.64% after hitting fresh 19-month highs yesterday, while yields on 2-year Treasuries are trading near 4.17%. WTI crude oil is trading near $85, while Brent trades near $91 per barrel this morning.

Arlan Suderman
Arlan Suderman
  • Grains & Oilseeds
  • Energy
  • Dairy
  • Renewable Fuels
  • Cocoa
  • Coffee
  • Cotton
  • Sugar
  • Meats & Livestock
  • Forest Products

Brazil's Urea Import Window Now Decides Where Global Tonnes Land Next

India's tender absorbed 1.7 million tonnes of urea with little resistance, and the granular tonnes it pushed aside still need a destination. Brazil's September through December import period is now where the global market finds its next direction.

Editorial Team
Editorial Team
  • Fertilizers

Diesel Inventories Sit Low on Farms as Refineries Enter Maintenance

Farm fuel tanks are running thin just as Midwest refineries head into their fall maintenance window and harvest demand arrives. Alex Hodes explains how that collision works through regional diesel pricing and what it means for buyers of physical fuel.

Editorial Team
Editorial Team
  • Energy

Precious Metals Weekly Front Desk Presentation 081926: Venezuela wants its gold back

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. This week includes material on the Precious Metals, notably Gold's lively action; Powell and the Fed, EU and potential margin compression

Rhona O'Connell
Rhona O'Connell
  • Precious Metals

Treasury Issuance Is Outrunning Demand and Long Yields Are Paying

The U.S. government is bringing more debt to market than the buyer base absorbs comfortably, and the long end of the curve is where that shows up first. Fiona Cincotta breaks down the compensation investors now want for lending across two and three decades, and what that repricing does to growth stock valuations.

Editorial Team
Editorial Team
  • Fixed Income

Futures Positioning Data Leads Price and Rewires How Traders Read Risk

Futures positioning in the Nasdaq 100 peaked months before the index did, and the gap between the two is the most useful part of the data. Understanding that lag changes how a trader reads exposure numbers in both the index and volatility markets.

Editorial Team
Editorial Team
  • Equities

European Central Bank Tightening Meets an Energy Shock It Cannot Fix

Rate hike expectations are building in Europe just as an energy supply disruption drives the inflation the central bank is responding to. This piece looks at why tightening into a supply shock leaves European equity valuations squeezed from both ends.

Editorial Team
Editorial Team
  • Equities

Daily Coffee Report 8/18/26

Daily coffee report

StoneX Coffee Team
StoneX Coffee Team
  • Coffee

Videos

Discover dynamic insights with our curated video content. From expert interviews, breakdowns of global economics and timely market analysis, our videos unlock your ability to make informed decisions with clarity and confidence.

Close-up of a hand using a laptop with a video player interface overlay on the screen

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.

Man analyzing data and reading financial reports on a laptop screen

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.

Man recording a podcast with a professional microphone at a desk

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.

Business professional attending a virtual team meeting while analyzing data on multiple screens

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.

Young professional in a suit working on a laptop at a round wooden table in a modern office

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.

Confident professional working on a laptop in a bright modern office with natural light

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.

Business professional in a gray suit working intently on a laptop in a modern office environment
StoneX: We open markets

Our market expertise, advanced platforms, global reach, culture of full transparency and commitment to our clients’ success all set us apart in the financial marketplace.

Reach

With access to 40+ derivatives exchanges, 180+ foreign exchange markets, nearly every global securities marketplace and numerous bi-lateral liquidity venues, StoneX’s digital network and deep relationships can take clients anywhere they want to go.

Transparency

As a publicly traded company meeting the highest standards of regulatory compliance in the markets we serve, our financials and record of accomplishment are matters of public record. StoneX’s commitment to “doing the right thing over the easy thing” sets us apart in the industry and helps us build respect, client trust and new partnerships.

Expertise

From our proprietary Market Intelligence platform, to “boots on the ground” expertise from award-winning traders and professionals, we connect our clients directly to actionable insights they can use to make more informed decisions and achieve their goals in the global markets.

© 2026 StoneX Group Inc. all rights reserved.

The subsidiaries of StoneX Group Inc. provide financial products and services, including, but not limited to, physical commodities, securities, clearing, global payments, risk management, asset management, foreign exchange, and exchange-traded and over-the-counter derivatives. These financial products and services are offered in accordance with the applicable laws in the jurisdictions in which they are provided and are subject to specific terms, conditions, and restrictions contained in the terms of business applicable to each such offering. Not all products and services are available in all countries. The products and services offered by the StoneX Group of companies involve risk of loss and may not be suitable for all investors. Full Disclaimer.

This website is not intended for residents of any particular country, and the information herein is not advice nor a recommendation to trade nor does it constitute an offer or solicitation to buy or sell any financial product or service, by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. Please refer to the Regulatory Disclosure section for entity-specific disclosures.

No part of this material may be copied, photocopied or duplicated in any form by any means or redistributed without the prior written consent of StoneX Group Inc. The information herein is provided for informational purposes only. This information is provided on an ‘as-is’ basis and may contain statements and opinions of the StoneX Group of companies as well as excerpts and/or information from public sources and third parties and no warranty, whether express or implied, is given as to its completeness or accuracy. Each company within the StoneX Group of companies (on its own behalf and on behalf of its directors, employees and agents) disclaims any and all liability as well as any third-party claim that may arise from the accuracy and/or completeness of the information detailed herein, as well as the use of or reliance on this information by the recipient, any member of its group or any third party.