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Our insights, your edge: Market Intelligence from StoneX specialists

From boots-on-the-ground analysis to in-depth reports on energy prices, capital flows and more, we cover the breadth and depth of global markets.

We live and breathe markets

As a publicly traded, Nasdaq-listed company (ticker: SNEX) with a 100-year pedigree in the commodities markets and a Fortune 50 ranking – we cover every market that matters.

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With hundreds of global events unfolding daily, our market specialists track what matters, filtering out the noise and delivering the trusted analysis you need to act with confidence.

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Our network reaches across six continents to provide timely insights and data-driven analysis.

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Farmer Fertilizer Focus by Josh Linville - Market Reports Subscription

Get the fertilizers market intelligence farmers use to make better purchase decisions. Understand what's moving the fertilizer market.

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Cocoa Market Reports Subscription | Pro

For cocoa analysts and procurement teams who need deeper trend analysis, differentials, and supply-demand outlooks to navigate market complexity.

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Coffee Market Reports Subscription | Pro

For coffee importers and exporters who need origin supply data, trade flows, and futures market positioning intelligence — including COT and CFTC data — to navigate the global coffee market.

World-class market insights

With market professionals across 6 continents tracking markets around the clock, we turn complex global events into commodity reports, data, and price forecasts your business can actually use.

Open access articles

Risks to Soybean Pod Fill Mean More Amid Return of Chinese Demand

Record domestic crush for biofuel has quietly removed the export cushion that once absorbed a wave of Chinese buying. Mike Castle explains why the same purchase volume now tightens the U.S. balance sheet far harder than it did four years ago.

Editorial Team
Editorial Team
  • Grains & Oilseeds

Perspective: Mid-Day Commentary for September 4

September 4 – Stocks have turned mixed into midday, with the Nasdaq breaking into the green while the Dow Jones and S&P 500 remain in the red. The VIX has cooled steadily over the last two hours, trading below 14 at the time of writing, a level not previously seen in 2026. The dollar has fallen from its highs but remains up 0.1% on the day, trading above 99.10 at midday. The treasury yield curve is flattening today after the strong labor data released this morning, with 2-year yields still up notably to trade at 4.37%, 10-year yields up only slightly now at 4.77%, and 30-year yields slightly lower to trade back below 5.24%.

Mike Castle
Mike Castle
  • Grains & Oilseeds

CPI and PPI Land as Fed Hike Pricing Splits From the U.S. Jobs Report

A payrolls print that nearly tripled expectations still did not settle the September Federal Reserve question, and one dovish speech moved rate pricing further than the data did. The two U.S. inflation releases now landing in consecutive sessions are what breaks the tie.

Fiona Cincotta
Fiona Cincotta
  • Interest Rates

CME Cash Market Summary

Daily CME spot dairy market price summary

Dairy Team - Chicago
Dairy Team - Chicago
  • Dairy

Meet the team

Our analysts, economists, and market specialists bring decades of on-the-ground experience to every report, forecast and dataset we produce.

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Kathryn Rooney Vera

Chief Market Strategist

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Arlan Suderman

Chief Commodities Economist

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Vincent Deluard

CFA Director, Global Macro

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Rhona O'Connell

Head of Market Analysis

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Global coverage, local knowledge

Our network spans six continents, providing timely intelligence, in-depth analysis, and market insights from our specialists. Delivering hundreds of pages daily, we cover reports on commodities, equities, currencies and global macroeconomics in English, Spanish and Portuguese.

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Upcoming events

September 09

StoneX EU Dairy Market Outlook & Risk Management Forum 2026

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.

Register

September 09

Eastern Corn Belt Grain Merchandiser Risk Academy

StoneX events|North America|Language: English

September 09 - September 10, 2026

Harrisburg, PA

Join StoneX Financial Inc.'s FCM Division for a two-day, interactive program designed for grain merchandisers of all experience levels. Explore commodity and macroeconomic outlooks, basis and hedging, cash grain contracts, options, OTC markets, origination and merchandising simulations, and technology tools that can support more informed risk management decisions through practical exercises.

Register

September 10

The Optimal Blue Insights Forum

Third party events|North America|Language: English

September 10, 2026

Nashville, TN

We are pleased to sponsor the Thursday Welcome Party at the Optimal Blue Insights Forum, bringing together mortgage and capital markets professionals to discuss the trends shaping the industry.

Be sure to join Cameron McCrum, Vice President, Fixed Income Group at RJO FIG Futures, a StoneX company, as he presents Non-QM Hedging Using Futures on Thursday at 1:00 p.m. The session will cover mandatory execution for non-QM mortgages, including price discovery, the advantages and limitations of various hedging methodologies, and loan sale execution strategies.

Learn More
StoneX: We open markets

Our market expertise, advanced platforms, global reach, culture of full transparency and commitment to our clients’ success all set us apart in the financial marketplace.

Reach

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.

Transparency

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.

Expertise

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.

© 2026 StoneX Group Inc. all rights reserved.

The subsidiaries of StoneX Group Inc. provide financial products and services, including, but not limited to, physical commodities, securities, clearing, global payments, risk management, asset management, foreign exchange, and exchange-traded and over-the-counter derivatives. These financial products and services are offered in accordance with the applicable laws in the jurisdictions in which they are provided and are subject to specific terms, conditions, and restrictions contained in the terms of business applicable to each such offering. Not all products and services are available in all countries. The products and services offered by the StoneX Group of companies involve risk of loss and may not be suitable for all investors. Full Disclaimer.

This website is not intended for residents of any particular country, and the information herein is not advice nor a recommendation to trade nor does it constitute an offer or solicitation to buy or sell any financial product or service, by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. Please refer to the Regulatory Disclosure section for entity-specific disclosures.

No part of this material may be copied, photocopied or duplicated in any form by any means or redistributed without the prior written consent of StoneX Group Inc. The information herein is provided for informational purposes only. This information is provided on an ‘as-is’ basis and may contain statements and opinions of the StoneX Group of companies as well as excerpts and/or information from public sources and third parties and no warranty, whether express or implied, is given as to its completeness or accuracy. Each company within the StoneX Group of companies (on its own behalf and on behalf of its directors, employees and agents) disclaims any and all liability as well as any third-party claim that may arise from the accuracy and/or completeness of the information detailed herein, as well as the use of or reliance on this information by the recipient, any member of its group or any third party.

The trading of commodities and derivatives such as futures, options, and swaps involves substantial risk of loss and may not be suitable for all investors. Advisory services as well as the trading of futures and options is available through various subsidiaries of StoneX Group Inc. including but not limited to the FCM Division of StoneX Financial Inc. Public Disclosures for the FCM Division of StoneX Financial Inc. The trading of over-the-counter products or swaps is available through subsidiary StoneX Markets LLC to individuals or firms who qualify under CFTC rules as an eligible contract participant. Please click here for the full disclaimer.

StoneX Financial Pte Ltd (“SFP”) (Co. Reg. No 201130598R) is regulated by the Monetary Authority of Singapore (“MAS”) as a Capital Markets Service Licence holder (for dealing in capital market products), an Exempt Financial Adviser (for advising on investment products and issuing or promulgating analyses/ reports on investment products) and a Major Payment Institution (for domestic and cross-border money transfer services).

StoneX APAC Pte. Ltd. (“SAP”) (Co. Reg. No 200616676W) is regulated as a Dealer (PS20190001002) under the Precious Stones and Precious Metals (Prevention of Money Laundering and Terrorism Financing) Act 2019 for purposes of anti-money laundering and countering the financing of terrorism.

StoneX Financial (HK) Limited (CE No.: BCQ152) (“SHK”) is regulated by the Hong Kong Securities and Futures Commission for dealing in securities and dealing in futures contracts.

StoneX Financial Pty Ltd (“SFA”) (ACN: 141 774 727) holds an Australian Financial Service License (AFSL: 345646) for Dealing in Securities, Exchange-Traded Derivatives Contracts, OTC Derivatives Contracts and Foreign Exchange Contracts and is regulated by the Australian Securities and Investments Commission.

StoneX Securities Co., Ltd. (“SSJ”) (Co. Reg. No 010401047199) is regulated by the Japanese Financial Services Agency as a Type-I Financial Instruments Business Operator (Kanto Local Finance Bureau (FIBO)No.291’), is a member of the Financial Futures Association of Japan for dealing and brokering FX and FX Option transactions, and is a member of the Japan Securities Dealers Association for dealing and brokering stock indices and option transactions.