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Nickel is the weakest link in China's base metals complex, with total visible stocks staying high even as refined inventories edge lower. Rising production and slow stainless steel restocking are keeping the pressure on, while Indonesia's quota policy supplies the only real offset.
Daily CME spot dairy market price summary
France's approaching presidential election is turning the country's budget deficit into a live market variable rather than a background political story. With the first debate producing no agreement on how to close the gap, investors are left pricing fiscal uncertainty into French assets well ahead of any vote.
Natalie Scott-Gray, StoneX Senior Metals Analyst EMEA & Asia, breaks down the base metals week, covering copper and zinc backwardation, U.S. trade escalation with Canada, and the aluminum premium split. She works through why July Chinese economic data missed expectations and what that means for base metals demand, how the new U.S. sanctions program targeting Iranian oil could reach Chinese financial institutions, and why U.S. and Canada tariff escalation hits Rotterdam and U.S. Midwest aluminum premiums rather than global supply.
August 28 – New Fed Chair Kevin Warsh takes center stage today from the Fed’s annual Jackson Hole Symposium, due to provide his address in the next hour. The market will surely be parsing over his words with a fine-tooth comb, but it’s worth keeping in mind that his stated goal is for the Fed to provide less forward guidance and play a less prominent role, allowing the trade to “play the ball, not the referee.” With that said, my own expectation is to hear largely hawkish language as we did following the July Fed meeting as Warsh doubled down on the Fed’s stated commitment to its elusive 2.0% inflation mandate, which may drive volatility in rate expectations in the short-term, but keep in mind that expectations softened notably in the month that followed his hawkish comments. Not much has fundamentally changed since the Fed’s July meeting: inflation remains above target and the economy continues to expand, but a weak July payrolls report has introduced more concern around the labor side of the dual mandate. Yesterday’s jobless claims did give some renewed signs of resilience in the labor market to potentially aid in providing a permission signal to move rates higher, but I still expect the Fed to emphasize the need for patience. There is obviously plenty more impactful data on both inflation and the labor market sitting between now and the Fed’s September meeting, so much of the focus may also be attempting to discern longer-term changes to Fed strategy and positioning moving forward instead of just their immediate next step.
Expansionary fiscal policy and a central bank that has not hiked rates have pushed equities, gold and Bitcoin higher at the same time. That alignment is also what makes bonds and Treasury yields the fragile leg of the trade.
Australian headline inflation cooled to 3.5% from 3.8% year over year, yet the trimmed mean measure barely moved and stayed above the Reserve Bank of Australia's target band. That gap between the headline number and the core detail is what rebuilt hike expectations, not the top line everyone reads first.
U.S. diesel inventories are failing to rebuild at the point in the cycle when they normally should, because Europe is pulling Gulf Coast barrels across the Atlantic to replace lost Russian supply. What happens next depends on whether the export arbitrage stays open or U.S. prices rise far enough to keep those barrels at home.
Copper and zinc are pulling away from a bearish macro backdrop, with London Metal Exchange inventories historically low and spreads tightening in both metals. The result is a physical market where the cost of waiting for metal is rising faster than the headline story suggests.
The U.S. Treasury Department has started buying bonds to steady the market, but the sums involved are tiny next to daily turnover and the deficit behind them keeps growing. Alex Ridgers explains what the intervention actually signals and why retail traders are answering it with gold.
Daily coffee report
Daily CME spot dairy market price summary
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Third party events|North America|Language: English
September 01 - September 03, 2026
Boone, IA
StoneX Financial Inc.'s FCM Division will be at the Farm Progress Show in Boone, Iowa, September 1-3. Visit Booth VIT 9800 to explore Farm Advantage, a source of essential agricultural market insights, and speak with our commodity market experts about managing price risk and supporting more informed marketing decisions for your operation.
Third party events|North America|Language: Spanish
September 02 - September 03, 2026
Aguascalientes, Mexico
Los mercados de carbono siguen evolucionando en toda América Latina, y StoneX espera con entusiasmo participar en el Foro de Carbono de México en Aguascalientes.
Los expertos de StoneX Alfredo Nicastro, Nathalie Flores y Mario Ramos formarán parte de las conversaciones sobre:
Visítenos en los stands #13 y #15 para conectarse con un corredor de StoneX y disfrutar de un café de cortesía.
StoneX events|Europe|Language: English
September 09 - September 11, 2026
Dublin, Ireland
In an environment defined by evolving supply dynamics, shifting demand, and ongoing cost pressure, dairy businesses need clear, practical insight to make confident decisions.
The EU Dairy Market Outlook and Risk Management Forum 2026, hosted by StoneX, brings together dairy producers, processors, and industry participants for two days of focused discussion on market outlooks, macroeconomic influences, and risk management considerations relevant to the European dairy sector.
Through expert-led sessions and peer discussion, attendees will explore the key factors expected to influence dairy markets in 2026 and beyond, with an emphasis on actionable insight and commercial relevance.
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