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Vegetable oil markets are moving beyond geopolitical risk as biofuel demand, crop supply and weather risks regain influence. The key question for the third quarter is whether structural demand can offset abundant supply and lower energy risk premiums.
Daily coffee report
Daily CME spot dairy market price summary
Higher U.S. interest rates are becoming the dominant force shaping emerging market currencies, challenging the yield advantage that has supported capital inflows in recent years. While domestic fundamentals still matter, investors may increasingly find that Federal Reserve policy outweighs local economic developments.
Renewed geopolitical tensions have pushed crude oil prices higher, but technical resistance levels suggest the market still lacks the conviction for a sustained rally. The next move in WTI and Brent may depend less on headlines and more on whether supply fundamentals can justify a lasting shift in sentiment.
July 13 – We’re back at war in the Persian Gulf, adding to problems in the Black Sea war; threatening global energy supplies this morning, with risks for food-based commodities as well. Key inflation data will be released over the next two mornings. The equities are mixed to firmer as a result, while the VIX remains relatively low near 16. The dollar index continues to chop around near 101.0 this morning. Yields on 10-year Treasuries are trading near 4.58%, while yields on 2-year Treasuries are trading near 4.23, reflecting a fresh 16-month high. WTI crude oil prices are trading near $74 this morning, while Brent trades near $78. Corn and soybean prices followed crude oil higher overnight, while wheat prices turned lower despite the fact that the Kerch Strait is still closed this morning.
Politics, economic, geopolitics and investor sentiment
Gold is no longer the only force shaping precious metals markets. Industrial demand from artificial intelligence, semiconductors and electrification is creating distinct supply and demand dynamics that could increasingly separate silver and platinum group metals from gold.
Businesses exposed to the European Union's Carbon Border Adjustment Mechanism have a narrowing window to prepare for a regime that increasingly combines regulatory compliance with financial risk management. As implementation moves closer, understanding carbon pricing, emissions reporting and certificate management may become just as important as meeting legal obligations.
A 14% slump in SK Hynix shares spread through Seoul, Europe and U.S. futures within one session. StoneX Senior Market Analyst Fiona Cincotta examines how sentiment in the AI trade now transmits across global markets.
Weather models are suddenly telling a friendlier story for the Corn Belt just as wheat prices spike on Black Sea risk. A late reversal in forecast guidance is now capping gains in corn and soybeans heading into a critical pollination stretch.
StoneX is building a cross-sell strategy that connects its dominant dairy derivatives business with its global payments network, converting single-product client relationships into multi-asset ones. The business case rests on client trust already established, and technology that is now moving fast enough to make it operationally viable.
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Third party events|North America|Language: English
July 13 - July 15, 2026
Washington, D.C.
StoneX Payments is pleased to be a platinum sponsor at the 2026 Annual Treasurers and Insurance Roundtable.
This event brings together leading treasury and insurance professionals to exchange insights, discuss evolving market dynamics, and explore strategies for managing risk in an increasingly complex global environment.
Webinars||Language: English
July 14, 2026
10:00 - 11:00 CET
Join our European Natural Gas & Electricity Risk Management Webinar where Melissa Vanderkooy, StoneX's Director of Energy Consulting - Europe, will share expert insights into today's evolving energy landscape, covering:
StoneX events|North America|Language: English
July 21 - July 22, 2026
Wichita, KS OR Joplin, MO
Join us for a Fertilizer Risk Academy, a program designed to help farmers, retailers, and producers learn how to use risk management strategies to mitigate risk. This program will provide a better understanding of extremely volatile fertilizer prices, fertilizer availability, logistical challenges, labor shortages, and seasonal markets. Additionally, it will provide an understanding of the hedging instruments required to mitigate risk.
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With access to 40+ derivatives exchanges, 180+ foreign exchange markets, nearly every global securities marketplace and numerous bi-lateral liquidity venues, StoneX’s digital network and deep relationships can take clients anywhere they want to go.
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