Thought leadership

StoneX Chief Market Strategist Kathryn Rooney Vera discusses the numbers the Fed will weigh in deciding September’s interest rate cut.

StoneX Chief Market Strategist Kathryn Rooney Vera joined Neil Cavuto on Fox News to share her outlook on the coming Fed interest rate cut.

Florian Hildebrand of the StoneX Frankfurt Dairy group discusses the bluetongue virus’ effects on European dairy in this episode of Dairy Insights: Heard Mentality.

StoneX’s Kathryn Rooney Vera highlights concerning trends, what to watch, and the impacts - from the markets to the economy - of a more serious decay in employment.

The beginning of a new month marks a good opportunity to review the seasonal patterns that have influenced the forex market over the 50+ years since the Bretton Woods system was dismantled in 1971, ushering in the modern foreign exchange market.

Nate Donnay, Director of Dairy Market Insight at StoneX, shares his expert analysis on the current state of the global dairy markets.

Bulls have extended the rally but price began to show signs of stall last week, even as Powell proclaimed that rate cuts are on the way.

During the latest episode of StoneX’s Heard Mentality podcast, Arlan Suderman joins Nate Donnay to discusses recent financial market turbulence and its implications for commodity markets.

Both oil and gold were selling off into last week’s open but a week later, a completely different scenario has been set up.

Join Nate Donnay, Director of Dairy Market Insight at StoneX, for his monthly Global Dairy Market Outlook webinar series.

Kathryn Rooney Vera, Chief Market Strategist at StoneX, provides her insights into the key factors driving the current global market downturn.

StoneX's Charlie Hyland discusses the evolution of European dairy markets, highlighting how the new EEX liquid milk futures contract is set to transform risk management for farmers and processors.

StoneX's Kathryn Rooney Vera analyzes potential market scenarios for the 2024 US election and outlines strategies for protecting investments. Learn more.

Discover key insights on crop conditions, market trends, and geopolitical factors affecting agricultural commodities from StoneX's Chief Commodities Economist Arlan Suderman.

StoneX Chief Market Strategist Kathryn Rooney Vera analyzes potential Federal Reserve policy shifts and communication strategies ahead of the July meeting. Read what to expect.

StoneX Group Inc. connects clients to the global financial markets via a full suite of services.

Arlan Suderman, Chief Commodities Economist at StoneX Financial Inc., presented his July outlook on commodities and the economy on Friday, July 12.

The US dollar is riding a wave as we approach election season. In their recent FX Strategy report, Katheryn Rooney-Vera and the StoneX Strategy team have explored different narratives to determine the near and long-term prospects for the US dollar.

The most recent meeting of the Federal Open Market Committee (FOMC) has brought to light several crucial insights for investors relating to the bank’s outlook for the economy and monetary policy, namely the Fed's revision of its projections to only one rate cut by the end of this year.

The Nasdaq 100 and NVDA have started to show weakness, while political risk in Europe threatens to stoke volatility across a number of macro themes in the weeks ahead.

To further understand the Fed’s monetary policy effects, StoneX’s Chief Commodities Economist, Arlan Suderman, dove into several economic indicators worth looking into.

StoneX Dairy Analyst Lu Shi shares her insights from the 2024 China Dairy Industrial Annual Conference in Changsha.

Discover key factors impacting U.S. milk production in 2024. StoneX's Nate Donnay analyzes high input costs, herd declines, and avian influenza's effects.

On a day-to-day basis, the StoneX support team replies promptly to resolve incidents and help Trinseo troubleshoot issues with their banking partners.

CTAs and trend-following hedge funds have maintained their stellar first-quarter momentum in recent weeks, extending positive gains for investors throughout April to put them comfortably in double-digit territory on a year-to-date basis.

Commodity markets are volatile, but your business doesn’t have to be. By combining the right physical procurement strategies with smart financial hedges, your business can do more than just survive volatile markets – it can thrive while navigating a sea of price uncertainty.

Despite indicating in 2023 that it would cut rates, the Fed has yet to do so this year - and is unlikely to before November's presidential election. Our Chief Market Strategiest, Kathryn Rooney Vera, takes a look at why.

Hear about why corn is in a low-priced environment and how long Craig thinks these prices will last.

Global import demand for dairy products has been stronger than expected in Q4 2023 through February 2024, with global imports, excluding China, surging to new record highs on a 12-month rolling basis.

Eckhardt Trading Company (ETC), the long-running Chicago-headquartered managed futures and quantitative investing pioneer, has acquired systematic fund manager Rotella Capital Management.

An important clock is ticking down and Alfredo Nicastro, StoneX SVP for Carbon Markets, explains what it is and why it's so important.

Stay ahead of today's volatile commodity markets by watching our recent Commodity Insights Webinar where our experts covered critical insights.

In this webinar series, Arlan Suderman presents his USDA Report analysis and the potential commodity market movers he’s got his eye on each month in 2024.

Since May of 2020, corn prices have ranged from $3.20 to $8.20 per bushel. While many factors go into price discovery, stock/usage estimates arguably hold the most weight.

For procurement professionals, the past few years have presented a series of challenges: soaring agricultural commodity prices, historic volatility, and rampant inflation have combined to undermine even the most carefully constructed procurement budgets.

As 2024 progresses, the financial and geopolitical landscapes remain unpredictable...

CTAs and trend-following hedge funds have made a positive start to the year following a bruising 2023, with the strategies on course to end January up more than 1.5%, according to new industry data tracking the biggest managed futures funds.

Equity strategies led the way in 2023 as roughly 80% of hedge funds overall saw positive returns, according to a year-end review from Citco, the asset servicer with $1.8 trillion in hedge fund assets under administration.

Looking back on 2023, we achieved the best annual financial results in the company’s history.

Over the past decade, StoneX has committed significant resources to enabling customers to conduct more of their business with us digitally.

2024 opens with no shortage of major news stories with the potential to roil the financial markets.

Charitable giving has always been an essential part of StoneX culture with the program raising $2.4M in 2023.

Thanks to a potential increase for global equity volatility, long/short equity managers may expect to outperform, according to recently released research from Cambridge Associates.

Sparta Capital Management founder Franck Tuil, who spent two decades at Paul Singer’s activist hedge fund Elliott Management, has built a long position in Spanish pharmaceutical Grifols, which he believes can triple its share price in the next few years.

As hedge funds have piled into the so-called basis trade in U.S. Treasury markets this year, aiming to capitalize on the pricing gap between Treasury futures and the underlying cash bonds, the bet has emerged as a key regulatory flashpoint, sharpening divisions between the hedge fund industry and policymakers.

Pictet Alternative Advisors, the $40.1 billion alternative investment arm of Geneva-headquartered global wealth management giant Pictet Group, has hired Trudi Usher Boardman as head of hedge funds, as the firm looks to further institutionalize its business and strengthen its hedge fund footprint.

More than half of investors anticipate quantitative techniques to be applied to less liquid assets such as private equity and real estate, as market participants look to expand systematic models beyond traditional sectors like equities and bonds, according to new industry survey by Invesco.

Redesigned from the ground up to serve the needs of our clients, StoneX.com offers countless improvements over its predecessor.

More than a year and a half after the U.S. Federal Reserve began raising interest rates to tame inflation, the debate rages on: Will tightening monetary policy push the U.S. economy into recession?

Enthusiasm regarding prospects for global economic growth in 2024 remains scarce among the world’s foremost forecasters as 2023 winds down.

Commodity hedgers may benefit from revisiting their hedges and doing some fine tuning based on market conditions and developing trends.

Originally published as part of The Outlook Newsletter, September 20, 2023 - Vol. 1, Issue 4C

Many StoneX clients are beginning to reap the benefits of using our StoneHedge web-based merchandising system.

It’s an annual rite that’s so reliable you could almost set a clock to it – or perhaps more accurately – mark your calendar by.

Multi-strategy quantitative hedge fund giant D.E. Shaw is raising money for a new investment strategy which will look to capitalize on less liquid credit and credit-related opportunities across private and public markets.

For traders and investors, the debate about why to buy gold - or, indeed, why to sell it - rages on.

With Russia and China looking increasingly uninvestable for emerging markets investors, the coming 12 months offer “an amazing environment” for distressed and special situations opportunities in Brazil amid a shifting inflationary and interest rate backdrop, according to Brunel Partners, a Latin American-focused capital advisory and placement agent.

New Holland Capital, the New York-based alternative investment manager and seed capital provider, has made a strategic investment in metals-focused start-up hedge fund Shinfalls Commodities.

Chatham Asset Management is urging Rayonier Advanced Materials (RYAM) to actively address its looming debt maturities, calling for a more proactive approach from the board in finding a refinancing solution.

After successfully weathering three-and-a-half years of near-continuous shocks and crises, ProMeritum Investment Management, a London-based emerging markets credit hedge fund, sees a rich opportunity set evolving within its investment universe.

Contrarian hedge fund managers Hugh Hendry and Barry Norris set out their key investment ideas and views on looming macroeconomic challenges at an event in London recently.

Originally published as part of The Outlook Newsletter, April 26, 2023 - Vol. 1, Issue 1C

What's the one thing businesses need to understand better about decarbonization and carbon markets?

When energy prices and volatility heat up, many businesses tend naturally to fixate on market dynamics...

With energy prices often being significant drivers of inflation, many analysts are keeping their eyes on the global energy markets...

As energy markets take center stage this summer in a number of global dramas (from the inflation/interest...

Rockhampton Management, the Tokyo and Hong Kong-based long/short equity hedge fund firm, is closing down its pan-Asia strategy and will instead focus solely on its core Japan market.

Multi-manager hedge fund Millennium Management has hired Gregory Starikovsky as a senior portfolio manager in New York.

A total of 19 hedge fund managers are included in this year’s Sunday Times Rich List of the U.K.’s wealthiest 350 individuals, with BlueCrest Capital Co-Founder Michael Platt making the top 10.

StoneX Group Inc. verbindet Kunden mit den globalen Finanzmärkten über ein umfassendes Angebot an Dienstleistungen wie Plattformen für institutionelle Anleger, End-to-End-Clearing und -Ausführung, nachbörsliche Abwicklung, Marktkenntnisse und lokaler Expertise.

StoneX Group Inc. 通过全套服务，包括机构级平台、端到端清算和执行、交易后 结算、市场情报和当地专业知识，为客户架起连接全球金融市场的桥梁.

StoneX Group Inc. verbindt klanten aan de wereldwijde financiële markten via talrijke diensten waaronder platforms van institutioneel niveau, end-to-end clearing en uitvoering, afhandeling na de handel, marktintelligentie en lokale expertise.

es un proceso práctico e integral que ayuda a las compañías a identificar el riesgo total ligado a los productos básicos y a desarrollar estrategias integradas para mitigar ese riesgo.

StoneX Group Inc. verbindt klanten aan de wereldwijde financiële markten via talrijke diensten waaronder platforms van institutioneel niveau, end-to-end clearing en uitvoering, afhandeling na de handel, marktintelligentie en lokale expertise.

StoneX Group Inc. connette i clienti con i mercati finanziari globali tramite una suite completa di servizi che includono piattaforme di livello istituzionale, compensazione ed esecuzione end-to-end, regolamento post-negoziazione, analisi di mercato e competenze locali.

Inflation and interest rate developments continue to move the markets - what's going on right now...

As the Federal Reserve has raised interest rates interest expense to businesses has increased rapidly and significantly...

Prime Direct, the new prime brokerage services platform from StoneX Financial Inc. (SFI), aims to fill gaps in the marketplace by providing fast and efficient core market access and select institutional grade capabilities at a price more commensurate with a growing practice’s needs.

Lending out long securities has emerged as a valuable strategy for managers looking to squeeze more revenue from their portfolios – but maximizing these opportunities requires a committed partner with expertise and an extensive network of industry and professional connections.

With the StoneX Coffee Network, you can build the package you want, and only pay for what you need.

Con la StoneX Coffee Network, puede crear el paquete que desee y pagar sólo por lo que necesite.

StoneX Group Inc. connects clients to the global financial markets...

The Livestock Risk Protection – Fed Cattle insurance tool enables livestock operations to protect revenue from adverse changes in the price of swine, creating the opportunity to lock in profits.

Explore StoneX Financial Inc.’s Livestock Risk Protection for swine, a strategic tool for managing market risks and securing profits in your livestock business.

Explore StoneX Financial Inc.’s Livestock Risk Protection for feeder cattle, a strategic tool for managing market risks and securing profits in your livestock business.

The world consumes 3.5 billion cups of coffee every day – one cup for half the world’s population.

Discover StoneX's Know-Risk™ Crop Marketing services, offering tailored strategies, market insights, and risk management solutions to empower farmers and agribusinesses.

Clients around the world choose StoneX (NASDAQ: SNEX) for our high-touch support, high-level expertise and seamless execution. With our roots in commodities hedging dating back 100 years, we have a “boots-on-the-ground” connection to nearly every publicly traded commodity in the world.

In order to maximize these opportunities, you need a committed partner that can leverage their deep expertise and extensive network of industry and professional connections.

Inflation hangs over the world like a dark shadow, threatening to eat away at profits and wages and undermine markets...

Few materials have grown more central to most manufacturing and wholesaling/retailing processes – and their costs – than plastics...

Inteligencia de mercado, experiencia y administración de riesgo para mejorar las compras y proteger utilidades.

Farm to table. It sounds simple and linear when talking about the food supply chain...

A commodity, a currency, and a hedge against risk...

One of the fiercest debates in financial circles nowadays is whether the world is entering a new commodities supercycle.

StoneX provides institutional-grade global market access, end-to-end clearing and execution, high-touch service and deep expertise through one trusted partner.

Think of it as sweet revenge. The fuel that costs so much at the filling station can also be a source of income...

A candid Q&A about the prospect of long-term inflation's return to Western economies...

At StoneX, we specialize in elevating your ETF trading experience...

We will be hard pressed to ever find a time in history quite as extreme as the 2020/21 marketing year for corn and soybeans...

Gold trading is the practice of speculating on the price of gold markets in order to make a profit.

Join us for an insightful panel discussion featuring industry leaders in social impact, diversity, and inclusion...

Some firms don’t look any further than production budgets when it comes to the impact of price volatility...

Environmental, Social, and Governance (ESG) investing is an idea whose time has come, but not for the reasons their champions might think...

There are many reasons why you may be blinded to commodity price risk...

“Nowadays, you simply can’t ignore how volatile every sector of our economy is...”