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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.

CME Cash Market Summary

Daily CME spot dairy market price summary

Dairy Team - Chicago
Dairy Team - Chicago
  • Dairy

How 10-Year Treasury Yields Shape Risk-On and Risk-Off Sentiment

U.S. 10-year Treasury yields are holding at a key support level that sits between a broad risk-on reversal and a deeper risk-off move. Inflation concerns and Federal Reserve rate hike expectations keep yields supported, and that support keeps a lid on risk appetite across markets.

Razan Hilal
Razan Hilal
  • Fixed Income

Perspective: Morning Commentary for November 2

November 2 – Stocks are looking to bounce back after Friday’s ugly selloff, with the tech heavy Nasdaq showing the sharpest gains after posting the sharpest losses last week. The VIX touched a nearly seven-month high on Friday but has reversed course sharply since, down another 2% to start the day near the 19 level. The dollar touched a one-month low overnight but has recovered since, currently hovering near 101.61. Treasury yields are notably mixed to kick off the week, with 2-year yields up 2-basis points to sit at 4.60%, while 10-year yields are down over 2-basis points to sit at 4.905%, and 30-year yields are down nearly 4-basis points to trade at 5.272%. The ags are largely mixed at the break, with corn and wheat clinging to small gains while soybeans show small losses. It will be interesting to see if more strength will be seen at the open after a massive 1.730 million metric ton (68.1 million bushel) flash sale of U.S. corn to Mexico was just announced, as well as another 136k metric tons (5.0 million bushels) of soybeans to China. Amid the sharp break lower in prices, these are the kind of signals these markets need to see to stop the bleeding.

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

Precious Metals StoneX Bullion weekly round-up 110226; Persistently sour sentiment, but some bargain hunting

Fed is read as hiking in December; AI rout pulls gold down, and silver with it. Fresh long-term lows

Rhona O'Connell
Rhona O'Connell
  • Precious Metals

What a Yen Carry Trade Unwind Means for Nasdaq and Nikkei Stocks

A yen carry trade unwind can hit stocks far harder than the currency itself, as borrowed money from Japan rushes out of global markets. The Nikkei and the Nasdaq show how cheap Bank of Japan funding turned into leverage, and what halted the selling.

James Stanley
James Stanley
  • Currencies

How Stablecoin Yield Became a Sticking Point in the Senate

Stablecoin yield has become one of the issues holding up the Clarity Act in the U.S. Senate. Regional and community banks fear interest-paying stablecoins would draw deposits away, while issuers keep paying interest as the bill stalls.

Editorial Team
Editorial Team
  • Digital Assets

What the Midterm Elections Mean for Stocks, Treasuries and the Dollar

Control of Congress after the midterm elections sets the policy mix that drives stocks, Treasuries and the U.S. dollar. A Republican hold, a Democratic sweep and a split Congress each pull those markets in different directions, and gridlock reads as the most market-friendly result.

Fiona Cincotta
Fiona Cincotta
  • Equities

What AI Investment Means for the Fed's Fight Against Inflation

The Federal Reserve is raising rates against inflation that AI investment, an energy shock and tariffs leave largely out of reach. Housing is absorbing the pressure instead, with pending home sales at all-time lows while inflation lags.

Josh Cannington
Josh Cannington
  • Interest Rates

Why Silver's Long-Term Support Draws Attention From Technicians

Silver is approaching a long-term zone where the 61.8% Fibonacci retracement meets a trendline drawn through decades of major highs. That overlap explains why technicians treat the zone as a defining test for the metal's broader bullish structure.

Razan Hilal
Razan Hilal
  • Precious Metals

FX Weekly Overview (Brazil Issue)

Dollar to reflect perspectives for Lula's fourth term, Copom decision, US data, and US elections

Leonel Mattos
Leonel Mattos
  • Currencies

CME Cash Market Summary

Daily CME spot dairy market price summary

Dairy Team - Chicago
Dairy Team - Chicago
  • Dairy

Perspective: Mid-Day Commentary for October 30

October 30 – Intel is officially seeing its sharpest one-day drop on record, with its stock currently down nearly 29% as the selling pressure in the tech sector intensifies amid renewed fears of the surging costs associated with the ongoing AI buildout. That selling pressure has spread across global chip stocks, with the Philadelphia Semiconductor Index (SOX) down nearly 7% at the time of writing. A good share of this weakness is likely more of a rotation of money out of tech and into other sectors, however, with the tech heavy Nasdaq seeing the biggest weakness as it falls over 3% on the day to reach its lowest level since early August, though the S&P 500 is down a more modest 1.5% to trade at a roughly six-week low, while the Dow Jones is down only 0.7%, back to where it was trading early last week. The VIX is surging in turn, up over 14% on the day to carve out a new high for the week, currently hovering near 19.7 at midday. The dollar has had a volatile session but now sits up 0.1% on the day to trade at 101.95. Treasury yields remain lower at midday, perhaps reflecting some money leaving the equities space and looking for safe havens, with 2-year yields off 4-basis points to trade at 4.614%, 10-year yields off 3-basis points to trade at 4.956%, and 30-year yields just below unchanged to sit at 5.326%. Crude oil is looking to end the week on a strong note as we head into the weekend market closure with fears of Middle East escalation lingering as Tuesday’s midterm elections arrive, with nearby WTI posting another fresh six-week high today, currently sitting up 1.2% to trade near $104.15, while nearby Brent is up 2.5% to trade near $113.60, its highest level of the week.

Mike Castle
Mike Castle
  • Grains & Oilseeds

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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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Upcoming events

November 02

TABBForum Best Execution: Regulatory, Compliance & Policy Issues Symposium

Third party events|North America|Language: English

November 02, 2026

New York City, NY

How are artificial intelligence and machine learning influencing best execution?

Jacob Rappaport, Managing Director, Head of Equities at StoneX, will join the TABBForum Best Execution: Regulatory, Compliance & Policy Issues Symposium in New York City on November 2.

Learn More

November 03

NAGGL Annual Conference

Third party events|North America|Language: English

November 03 - November 05, 2026

San Diego, CA

StoneX Financial Inc.’s Fixed Income division will participate as an Experience Partner and Padfolio Sponsor at the 2026 NAGGL Annual Conference in San Diego. Visit Booth 32 to discuss SBA Loans and Pools, USDA Loans and 504 services with the StoneX team. With an SBA 7(a) Loan Pool Assembler license, StoneX helps aggregate individual SBA 7(a) loans into pooled securities, supporting liquidity in the SBA market and helping lenders reinvest capital.

Learn More

November 03

Asamblea Anual de FELABAN

Third party events|South America|Language: English

November 03 - November 06, 2026

Lima, Perú

Los líderes bancarios y financieros de toda América Latina se reunirán en la Asamblea Anual de FELABAN, y StoneX se enorgullece de ser parte de la conversación.

Como evento recurrente de la industria, FELABAN ofrece una oportunidad para conectarse con clientes, prospectos y colegas, mientras se exploran las tendencias que están dando forma al futuro de los servicios financieros y los pagos en toda la región.

Esperamos interactuar con los asistentes durante todo el evento y fortalecer las relaciones dentro de la comunidad bancaria latinoamericana.

Más información
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