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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

Perspective: Morning Commentary for October 30

October 30 – Nasdaq futures are pointing to a sharply lower open following yesterday’s third quarter earnings results from Amazon and Intel, acting as a drag on the broader equities sector to start the day. Despite solid earnings and growth, both companies are seeing widely negative response to their third quarter results as investors become much less tolerant of deteriorating cash flow and seemingly endlessly higher capex requirements amid the ongoing AI buildout. The strong results from AWS and Intel's data center business reinforce the underlying AI infrastructure boom, but the negative stock reactions suggest investors are demanding clearer evidence that hundreds of billions of dollars in AI spending will translate into sustainable returns, especially in the context of higher interest rates. Amazon shares are down close to 7% while Intel is down nearly 25% in pre-market trading, highlighting the resurgent jitters in the sector. Earnings season will continue for big tech next week as well, with Apple, Palantir, AMD, and Qualcomm all reporting between Monday (11/2) and Wednesday (11/4), giving traders a fresh look at AI capex and their subsequent impact on revenue and margin growth and keeping this conversation in focus on Wall Street.

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

Oil Prices vs. Central Banks as the Midterm Election Market Driver

Crude oil has become the political pressure point of the U.S. midterm elections, carrying more weight for macro markets than central bank meetings. With Iran and the White House pulling in opposite directions and Big Tech already under strain, oil now sets the tone well beyond energy.

James Stanley
James Stanley
  • Energy

Weather in the coming months: what to expect and what to do · November 2026 to January 2027

Based on forecasts from leading meteorological institutes and past El Niño events, see what to expect from rainfall and heat from November to January in Brazil and worldwide, and the potential impacts on commodities.

Carolina Giraldo
Carolina Giraldo
  • Coffee
  • Grains & Oilseeds
  • Energy
  • Renewable Fuels
  • Cocoa
  • Cotton
  • Sugar
  • Meats & Livestock

Why Bond Yields and Oil Prices Have Sent Silver Sharply Lower

Rising oil prices have kept bond yields elevated, and silver has fallen far harder than gold as a result. Fawad Razaqzada explains how the squeeze from bond yields works and why silver's long-term demand story is running against its price trend.

Fawad Razaqzada
Fawad Razaqzada
  • Precious Metals

Why Isn't the U.S. Dollar Rising When Inflation and Growth Are?

The U.S. dollar has stalled through a run of major central bank decisions, even as inflation and growth keep rising. That failure to rally shifts the focus to how the currency responds when U.S. data softens.

Matt Simpson
Matt Simpson
  • Currencies

Precious Metals 103026; FOMC economy gone from solid to strong; Warsh Q&A

Huge potential - but the critical timeline is the next five years

Rhona O'Connell
Rhona O'Connell
  • Precious Metals

How Markets Are Pricing an ECB December Rate Hike After the Hold

Market pricing for an ECB December rate hike held steady through a meeting that left interest rates unchanged. Stable core inflation, wages that are not yet rising and a bond market pledge from Lagarde explain why the door to another move stays open.

Fiona Cincotta
Fiona Cincotta
  • Interest Rates

China's Cotton Reserve Sales and Quotas Don't Add Up to Real Supply

China's state reserve sold its smallest cotton volume since 2018, and nearly all of it found buyers. Reserve sales and import quotas move different markets, so adding them together misreads how much cotton China actually has on offer.

Editorial Team
Editorial Team
  • Cotton

UK Gilts Reward a Budget That Kept to the Rules and Kept the Headroom

UK gilts edged higher after a low-key budget that kept to the government's borrowing rules and left the fiscal headroom intact. Rising debt interest costs and a weaker longer-term growth outlook show how little room for error that restraint has to protect.

Fiona Cincotta
Fiona Cincotta
  • Fixed Income

France's Fiscal Crisis Is Pushing Up Borrowing Costs Across Europe

France's fiscal and political crisis has driven French bond yields to their highest level in 24 years, raising borrowing costs across the eurozone. The selloff is tightening financial conditions on the European Central Bank's behalf just as energy prices push inflation higher.

Fiona Cincotta
Fiona Cincotta
  • Interest Rates

Daily Coffee Report 10/29/26

Daily coffee report

StoneX Coffee Team
StoneX Coffee Team
  • Coffee

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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

October 29

South Texas Farm & Ranch Show

Third party events|North America|Language: English

October 29, 2026

Victoria, TX

Join StoneX at the South Texas Farm & Ranch Show on October 29-30 in Victoria, TX. Find us at Mini Dome #14, where we’ll be sharing information about our Livestock Risk Protection (LRP) program, risk management, and fertilizer contracts.

Learn More

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.

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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.

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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.

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