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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.
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.
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.
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.
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.
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.
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.
StoneX experts explain how elevated diesel and natural gas prices are flowing through grain and dairy markets, and what it could mean heading into 2027.
StoneX Senior Commodities Economist Mike Castle explains how five generations of family farming shape the way he reads agricultural market data. As Arlan Suderman prepares to retire, Castle is taking on a larger role in StoneX Market Intelligence.
China is buying U.S. soybeans at a heavy pace, yet soybean prices keep slipping. A Chinese warning over U.S. sanctions, a friendlier Brazil and Chinese canola deals in Australia explain why that demand looks less secure.
Sterling has slipped for four straight sessions after failing at long-term resistance, and the British pound's weekly, daily and four-hour charts each frame that pullback differently. Together they show where the uptrend holds and what it would take to break the year-long range.
U.S. 10-year Treasury yields are steering the U.S. Dollar Index as Middle East risk, elevated oil prices, and rate hike bets shape the path for both markets. Escalation keeps yields and the dollar firm, while de-escalation and overbought momentum point to the risk of a reversal.
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