Why the Oil Price Shock Traps Central Banks Into No Win Policies StoneX 2026-09-21 | Why the Oil Price Shock Traps Central Banks Into No Win Policies
Dow and Gold Record Highs Tested Against Government Shutdown, IMF Update, Earnings Season StoneX 2025-10-10 | John Kicklighter, StoneX Global Head of Content, explores how markets are maintaining a risk-on tone despite the ongoing U.S. government shutdown. He examines investor sentiment, concentration in tech-heavy assets, and the implications for the dollar, gold and broader global stability. Kicklighter also outlines key events to watch next week, including CPI, earnings and global growth updates.stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_marketanalysis_tl&utm_content=organic_market_analysis Like and subscribe for more financial market insights#StoneX #Markets #Shutdown #USDollar #Gold #RiskAppetite #MarketAnalysis
Silver Smashes 50 as Gold Soars and Bitcoin Tempts Bulls StoneX 2025-10-10 | James Stanley, FOREX.com Senior Strategist, breaks down the parabolic move in gold, silver’s first ever break above 50 and why Bitcoin may be the next leg of the debasement trade. He reviews gold’s shift from 2000 resistance to support, the impact of Powell’s Jackson Hole remarks, psychological levels, and key Bitcoin areas around 110k to 125k that could define the trend.stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_marketanalysis_tl&utm_content=organic_market_analysis Like and subscribe for more financial market insights#StoneX #Gold #XAU #XAUUSD #Silver #XAG #XAGUSD #Bitcoin #BTC #Markets #Inflation #Debasement #DebasementTrade #Powell
Silver’s Meteoric Rise Echoes a Turbulent Past StoneX 2025-10-10 | Rhona O’Connell, Head of Market Analysis for EMEA and Asia at StoneX, explores the remarkable surge in silver prices as they test levels not seen since 1980. She traces the metal’s volatile history from the Hunt brothers’ attempt to corner the market to today’s mix of tariff uncertainty, Indian demand, and tight Comex inventories.stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_commodities_tl&utm_content=organic_commodities Like and subscribe for more financial market insights#Silver #Commodities #Gold #Markets #StoneX #India #Diwali #HuntBrothers #Comex
How Regulation Is Fueling the Next Wave of Crypto Growth StoneX 2025-10-10 | Eric Rose, StoneX Digital LLC Head of Digital Asset Execution, explores how new regulation, ETF approvals, and blockchain innovation are driving digital assets further into the mainstream. From corporate treasuries adopting crypto to the growing safe-haven appeal of Bitcoin, Rose outlines how market infrastructure and institutional participation are evolving. stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_marketanalysis_tl&utm_content=organic_market_analysis Like and subscribe for more financial market insights #StoneX #CryptoMarkets #DigitalRegulation #Bitcoin #DigitalAssets #Blockchain #ETFs
Dollar Strength Returns Despite Looming Rate Cuts StoneX 2025-10-10 | Razan Hilal, FOREX.com Market Analyst, examines the latest rebound in the US dollar index and what it means for markets heading into Q4 2025. She discusses how rate cut expectations, haven demand during the US government shutdown, and European political uncertainty are shaping dollar momentum, with key technical levels defining the next move. stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_marketanalysis_tl&utm_content=organic_market_analysis Like and subscribe for more financial market insights #USDollar #Forex #FederalReserve #Markets #TechnicalAnalysis
Zinc Market Faces Supply Rebound and Waning Demand StoneX 2025-10-10 | Natalie Scott-Gray, StoneX Senior Metals Analyst, examines why zinc has been the weakest base metal performer in 2025. She discusses the impact of slowing construction demand in China, strong mine supply recovery, and a growing surplus forecast for 2026. The interview also explores shifts in global production, refining trends, and how zinc’s dependence on galvanised steel continues to shape price direction. stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_commodities_tl&utm_content=organic_commodities Like and subscribe for more financial market insights #StoneX #Zinc #BaseMetals #IndustrialMetals #LMEWeek #LME #LondonMetalExchange #Commodities #ChinaEconomy #Mining #China
How the World Fell into a Dangerous Addiction to Cheap Credit StoneX 2025-10-09 | Vincent Deluard, StoneX Group’s Director of Global Market Strategy, examines how global debt surged beyond $320 trillion and what that means for financial stability. He explains why debt keeps rising, how governments and corporations use leverage differently, and why rising rates could expose hidden risks across economies.Like and subscribe for more financial market insights#StoneX #VincentDeluard #GlobalDebt #MonetaryPolicy #InterestRates #FinancialStability #CorporateBorrowing #FiscalRisk #MarketOutlook #EconomicGrowth
WASDE Report Canceled? Corn & Soybean Markets React + China Trade & Rare Earths Update StoneX 2025-10-09 | Today’s USDA WASDE crop report has been suspended indefinitely due to the ongoing government shutdown — and that has major implications for grain markets.In this daily market update, Arlan Suderman, Chief Commodities Economist at StoneX, breaks down:- The latest corn and soybean balance sheet estimates- How USDA’s September 30 stocks report impacts supply and demand- What’s really happening with China’s soybean imports — and whether new trade deals are realistic- Why rare earth minerals and magnets are complicating U.S.–China trade talks ahead of President Trump’s meeting with President Xi in South Korea- What this means for market risk, prices, and producer strategy in the weeks aheadStay informed with Arlan’s latest grain market insights and commodity trade analysis straight from the StoneX trading floor.Subscribe to the StoneX channel for daily market updates, and never miss a move in global ag markets. Get exclusive access to daily insights, forecasts, and in-depth analysis from Arlan Suderman and the StoneX team with a subscription to U.S. Ag Analyst Insights: shop.stonex.com/products/us-ag-analyst-insights?selling_plan=4455759972&variant=45955325001828&utm_medium=organicsocial&utm_campaign=stonexsocial_USaginsights_yt&utm_content=organic_USaginsight_v1_20250821 #USDA #WASDE #CornMarket #SoybeanMarket #ArlanSuderman #CommodityTrading #StoneX #ChinaTrade #RareEarths #MarketOutlook #AgEconomy #GrainPrices
Nickel Market Weakens on Oversupply and Soft Demand StoneX 2025-10-09 | Natalie Scott-Gray, StoneX Senior Metals Analyst, explains why nickel prices have lost momentum in 2025 after a strong start. She explores the impact of rising Indonesian production, record-high inventories, and weakening demand from the EV sector. Scott-Gray also discusses how producers are adapting to lower prices and why traditional stainless-steel demand will remain key to nickel’s outlook. stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_commodities_tl&utm_content=organic_commodities Like and subscribe for more financial market insights #StoneX #Nickel #Industrial Metals #BaseMetals #Indonesia #NickelPrices #EVs #EVBatteries #LFPBatteries #StainlessSteel #Commodities #LMEWeek #LME #LondonMetalExchange
Soybeans- South America Surges, U.S. Stalls, and Policy Gridlock Caps the Rally StoneX 2025-10-09 | In this week’s episode of the AgriAsia Commodities Podcast, Kang Wei Cheang, Vice President at StoneX for Soft & Agricultural Commodities Asia, breaks down the crosscurrents shaping the global soybean complex from a unique Asia perspective. With the U.S. government shutdown delaying key USDA data and stalling price discovery, traders are navigating a market caught between policy uncertainty at home and export strength abroad. Across South America, Brazil’s fast-paced planting and Argentina’s aggressive export program continue to pressure U.S. competitiveness, while shifting weather patterns and tightening Argentine inventories hint at supply challenges ahead. Kang Wei Cheang also examines how evolving biofuel economics, crush margins, and policy developments could steer soybeans, meal, and oil as we move deeper into the fourth quarter. For producers, refiners, and market participants across Asia and abroad, this episode offers a grounded look at how macro politics, trade flows, and South American dynamics are defining the near-term outlook for the soy complex, all from a unique Asia perspective.© 2025 StoneX Group Inc. All Rights Reserved. This podcast is for informational purposes only, and is not a recommendation to trade, an investment research or an offer to buy or sell any financial product. It does not take into account your particular investment objectives, financial situation or needs. StoneX Group Inc. and its subsidiaries 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. Not all products and services are available in all countries. Any products and services provided are subject to applicable laws in the jurisdictions in which they are provided and also subject to specific conditions in their respective terms of business. This podcast is not intended for distribution or use by any one where it would be contrary to law or regulation. Please refer to the Regulatory Disclosure (stonex.com/en/compliance-library) section for entity-specific disclosures. No part of this material may be duplicated in any form by any means or redistributed without the prior written consent of StoneX Group Inc. 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 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, as well as the use of or reliance on the information by the recipient, any member of its group or any third party.
Reading the Hidden Signals in US Employment Reports StoneX 2025-10-08 | Michael Lytle, StoneX Wealth Chief Investment Officer, explains how the ADP payroll report compares with the official nonfarm payroll data. He highlights why investors should treat alternative data sources cautiously during the government shutdown and what the weak correlation between the two reports means for market analysis.Like and subscribe for more financial market insights#StoneX #MichaelLytle #JobsData #USLaborMarket #GovernmentShutdown #Payrolls #Investing #WealthManagement #EmploymentReport #EconomicAnalysis
Traders Stay Cautious Amid Missing USDA Reports StoneX 2025-10-08 | Bertrand Oesterle, StoneX VP of Clearing and Execution Sales, explains how the U.S. government shutdown has left traders operating without key USDA data, from export sales to CFTC positions. He discusses the slowdown in market volumes, risks to farmer bailout plans, and shifting grain and oilseed prices.Like and subscribe for more financial market insights#StoneX #BertrandOesterle #USDA #GrainMarkets #Oilseeds #GovernmentShutdown #Commodities #Farmers #GlobalTrade #DataGap
How Tariffs and Weather Are Reshaping Global Coffee Trade StoneX 2025-10-08 | Albert Scalla, StoneX Vice President of Trading, and Gerra Harrigan, StoneX Senior Sales Executive, break down the latest challenges in global coffee markets. From tariffs on Brazil and volatile weather conditions to shifting demand in specialty coffee, they explain how buyers and roasters are adapting. The discussion also highlights risk management strategies, pricing dynamics, and the importance of market intelligence in navigating uncertainty. stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_commodities_tl&utm_content=organic_commodities Like and subscribe for more financial market insights. #StoneX #Coffee #CoffeeMarket #ArabicaCoffee #RobustaCoffee #SpecialtyCoffee #Commodities #Trading #Markets #RiskManagement
What’s Behind Lead Stability in a Volatile Metal Market StoneX 2025-10-08 | Natalie Scott-Gray, StoneX Senior Metals Analyst, explains why lead remains one of the most stable base metals amid wider market volatility. She discusses how its reliance on recycled supply and recession-resistant battery demand supports prices, while global production growth limits long-term upside. Natalie also examines the role of Chinese stimulus, interest rates, and seasonality in shaping the 2025–2026 outlook. stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_commodities_tl&utm_content=organic_commodities Like and subscribe for more financial market insights. 00:00:00 Intro – Why Lead Stands Apart in the Metals Market 00:01:15 What Makes Lead Less Volatile Than Other Base Metals 00:02:45 Supply Outlook – Recycled Sources and Mine Recovery 00:04:10 Demand Trends – Battery Replacement and Auto Sector Pressures 00:05:20 Price Outlook – Stimulus Support and 2026 Market Prospects #StoneX #Lead #Metals #BaseMetals #industrialMetals #Commodities #China #BatteryMarket #MarketVolatility #Volatility #MetalRecycling
Nigeria’s First Rate Cut in Years Sparks Fresh Moves in Bond Markets StoneX 2025-10-07 | Afamefuna Umeh, StoneX Head of Fixed Income for Sub-Saharan Africa, joins Johanna Botta to examine Nigeria’s first interest rate cut since 2020. He discusses what the Central Bank of Nigeria’s cautious 50bps move signals for policy, how bond markets and investors have responded, and why liquidity and inflation remain key themes shaping yields ahead of year-end.stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_globalmacro_tl&utm_content=organic_global_macro Like and subscribe for more financial market insights#StoneX #Nigeria #FixedIncome #Bonds #BondMarket #InterestRates #Inflation #CBN #CentralBankofNigeria #GlobalMacro
China’s Urea Export Halt Could Put Fertilizer Markets on Edge StoneX 2025-10-07 | Josh Linville, StoneX VP of Fertilizer, joins Johanna Botta to discuss the latest developments shaping global fertilizer markets. With China expected to halt urea exports on October 15, the decision could reshape prices worldwide. Linville also examines India’s final 2025 tender and tightening ammonia supplies across North America heading into the fall season.stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_commodities_tl&utm_content=organic_commodities Like and subscribe for more financial market insights#StoneX #Fertilizer #Commodities #China #India #Agriculture #Urea #Ammonia
How China’s Capacity Ceiling Reshapes Global Aluminium Outlook StoneX 2025-10-07 | Natalie Scott-Gray, StoneX Senior Metals Analyst, comes back on what happened so far this year in the aluminium market. Despite strong fundamentals, aluminium has underperformed compared with copper and tin, weighed down by trade uncertainty, tariffs, and weakness in construction demand. Scott-Gray explores China’s capacity ceiling, the impact of global supply shifts, regional price divergence, and how long-term demand from renewable energy and power sectors could push the market into deficit by 2027. stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_commodities_tl&utm_content=organic_commodities Like and subscribe for more financial market insights. 00:00:00 Market Overview 00:01:22 Aluminium vs Copper and Tin 00:03:45 China’s Role in Supply and Demand 00:06:10 Global Production Outlook 00:08:05 Long-Term Deficit Forecast #StoneX #Aluminium #Aluminum #Metals #IndustrialMetals #LMEWeek #LME #LondonMetalExchange #Commodities #China #Energy #RenewableEnergy
Is the AI Boom a Bubble or the Next Industrial Revolution? StoneX 2025-10-06 | StoneX Trading Global Macro Podcast – Ep. 4In this week’s Trading Global Macro Podcast from StoneX, John Kicklighter and Matt Weller take a discuss on of the market’s most frequently referenced benefactors, AI, and whether it is revolution that keeps driving markets and the economy higher or on the cusp of a bubble.They explore:🔹 How AI investment is seen boosting traditional GDP and market sentiment🔹 The parallels between today’s enthusiasm and the dot-com boom through 2000🔹 What earnings reports from the “Magnificent Seven” reveal about the AI cycle🔹 How sentiment can fall apart even as the AI boom continues🔹What to watch for in the marketSubscribe for weekly insights into the macro themes driving FX, equities, commodities, interest rates, and more.
European Dairy Sector Under Pressure as Prices Drop StoneX 2025-10-06 | John Lancaster, StoneX Head of EMEA Dairy & Food Consulting, examines the sharp downturn in Europe’s dairy markets. Butter, cheese and skim milk powder prices have all weakened, pressured by higher milk output, weaker demand, stronger competition from the US and New Zealand, and a stronger euro. Lancaster explains how supply patterns, global pricing spreads and FX moves are shaping the outlook for farmers in the months ahead.stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_commodities_tl&utm_content=organic_commodities Like and subscribe for more financial market insights#StoneX #Dairy #EUDairy #DairyMarkets #EUFarmers #DairyFarmers #Commodities #Europe #ButterPrices #Farmers #MilkPrices #Butter #Cheese #SMP #SkimMilkPowder
Government Shutdown, OPEC Moves & China Trade Hopes StoneX 2025-10-06 | Good morning from the trading floor!In today’s StoneX Market Update, Arlan Suderman, Chief Commodities Economist at StoneX, breaks down the latest trends shaping global markets as of October 6:Key Topics:- The U.S. government shutdown and its limited market impact- Federal Reserve rate cut expectations amid job contraction- OPEC+ production decisions and how oil markets are reacting- Ukraine’s refinery strikes and their effect on Russian exports- Farm aid announcements and what they mean for grain prices- President Trump’s potential trade deal with China and its timing- The outlook for U.S. soybean and corn exports amid strong domestic biofuel demandStay informed — Arlan explains how political and global developments could shape commodity prices, trade flows, and market sentiment in the coming weeks. Subscribe to stay ahead with real-time insights from the trading floor.Turn on notifications so you don’t miss next week’s market outlook. Get exclusive access to daily insights, forecasts, and in-depth analysis from Arlan Suderman and the StoneX team with a subscription to U.S. Ag Analyst Insights: shop.stonex.com/products/us-ag-analyst-insights?selling_plan=4455759972&variant=45955325001828%3Futm_source%3Dyoutube&utm_medium=organicsocial&utm_campaign=stonexsocial_USaginsights_yt&utm_content=organic_USaginsight_v1_20250821 #StoneX #Commodities #MarketUpdate #OPEC #GovernmentShutdown #ChinaTrade #Soybeans #OilMarkets #FederalReserve #FuturesTrading #AgMarkets
CAC Tumbles, Euro Weakens and French Bond Yields Surge as French PM Resigns StoneX 2025-10-06 | Fiona Cincotta, StoneX Senior Market Analyst, breaks down the sharp reaction in French markets following the sudden resignation of Prime Minister Sébastien Lecornu. She explains how rising bond yields, a falling CAC index, and euro weakness reflect fears of prolonged political gridlock and economic instability in the eurozone’s second-largest economy. Fiona also discusses what this means for investors and the outlook for Europe’s confidence. stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_marketanalysis_tl&utm_content=organic_market_analysis Like and subscribe for more financial market insights #StoneX #France #Markets #CAC40 #Euro #Politics #Bonds #FrenchBondYields, #OAT #EUR #Macron #Lecornu #EmmanuelMacron #SebastienLecornu
Supply Disruptions and China Demand Drive Copper Higher StoneX 2025-10-06 | Natalie Scott-Gray, StoneX Senior Metals Analyst, examines the copper market outlook, from recent price moves above $10,200/t to the structural challenges ahead. She highlights the impact of U.S. tariffs, Federal Reserve policy, mine disruptions in Indonesia and Chile, and the demand push from China’s 15th Five Year Plan. Supply risks, refined output pressures, and geopolitical uncertainty remain key themes for 2026 and beyond. stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_commodities_tl&utm_content=organic_commodities Like and subscribe for more financial market insights.00:00:00 Copper prices shaped by US tariffs and Fed policy 00:02:15 Supply disruptions and mine closures weigh on output 00:04:30 Chinese growth and global demand drivers into 2026 00:06:45 Refined production challenges and treatment charges 00:08:20 Long-term risks and structural deficits in copper #StoneX #Copper #Metals #BaseMetals #Commodities #China #Markets #Fed #FederalReserve #USTariffs #Tariffs
U.S. Stocks Hit Records; Dollar, Gold and Yields in Focus Amid Government Shutdown and NFPs Delay StoneX 2025-10-03 | John Kicklighter, StoneX Global Head of Content, joins Fiona Cincotta to discuss how markets are reacting to the U.S. government shutdown, with stocks at record highs, gold near peak levels and the dollar under pressure. He highlights the risks of missing economic data, the uncertainty around monetary policy and key markets to watch, including U.S. Treasury yields and consumer sentiment.stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_globalmacro_tl&utm_content=organic_global_macro Like and subscribe for more financial market insights#StoneX #Markets #USDollar #Bonds #Yields #Gold #Stocks #Shutdown #USGovernment #USGovernmentShutdown
Worst Dollar Half Year Since 1991 Sets Stage for Potential Q4 Reversal StoneX 2025-10-03 | James Stanley, FOREX.com Senior Strategist, explores a historically weak first half for the U.S. dollar, the modest Q3 recovery and why Q4 could bring a reversal. He connects Fed cuts, Treasury yields and USD moves, reviews the DXY basket and euro weight, and maps key technicals including a falling wedge and the 99 level. He also references past episodes from the Plaza Accord to 2024 rate cuts to frame today’s setup.stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_marketanalysis_tl&utm_content=organic_market_analysis Like and subscribe for more financial market insights#StoneX #USDollar #Dollar #USD #DXY #Fed #FederalReserve #DollarIndex #Forex #Bonds #EURUSD #Markets #Currencies
Crude Falls Below $60 | Diesel Outlook Ahead of Winter | Focus on Fuels Ep. 15 StoneX 2025-10-03 | Hosts Alex Hodes and Trevor McClanahan break down a volatile week in energy markets as crude oil falls to the upper $50s. They discuss the impact of refinery maintenance in Europe, Russia’s diesel export cuts, and China’s shifting buying patterns. The conversation also covers U.S. diesel inventories, heating oil demand heading into winter, and OPEC’s next supply moves. Gain timely insights into what energy buyers should watch as supply pressures and seasonal demand collide.
Tin Deficit Forecast Sparks Worries for Energy and Tech Sectors StoneX 2025-10-03 | Natalie Scott-Gray, StoneX Senior Metals Analyst, explores the shifting fundamentals in the tin market. From its overlooked role in global metals to its growing importance in electrification, renewable energy, digital applications and data storage, tin has become a key player in the transition economy. She explains how supply disruptions in the DRC and Myanmar, alongside depleted global stockpiles, are colliding with rising demand, leaving tin prices vulnerable to the upside. stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_commodities_tl&utm_content=organic_commodities Like and subscribe for more financial market insights. 00:00:00 Tin’s overlooked role in global markets 00:01:12 Why tin demand keeps rising 00:02:30 Supply disruptions in DRC and Myanmar 00:04:05 Indonesia’s rebound in production 00:05:20 Outlook for tin prices and deficits #StoneX #Tin #Commodities #Metals #EnergyTransition #Mining #LME #LMEWeek #BaseMetals
Cattle Travel 2000km as Supply Imbalance Hits Australia Beef Market StoneX 2025-10-02 | Ripley Atkinson, StoneX Livestock & Commodity Broker, explains how drought in southern Australia has left northern regions carrying the supply burden for the entire eastern seaboard. He highlights the vast distances cattle are being transported, the costs involved, and the longer-term risks of supply imbalance when the cattle cycle turns. The discussion sheds light on what this means for prices, demand and the structural outlook for Australia’s beef industry. stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_commodities_tl&utm_content=organic_commodities Like and subscribe for more financial market insights #StoneX #Cattle #Australia #BeefMarket #Livestock #Commodities #Agriculture
U.S. Shutdown Creates Uncertainty but Stocks Keep Climbing StoneX 2025-10-02 | Alex Ridgers, StoneX Global Head of Retail Dealing Desk, explains why US equities continue to rally even as the government shuts down for the first time since 2019. He discusses the legal framework behind furloughs, the bond market’s role in driving equity valuations, investor allocation shifts, and what weaker jobs data means for rate cuts. Ridgers also shares his view on how long the shutdown could last and the likely market reaction when it ends.stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_globalmacro_tl&utm_content=organic_global_macro Like and subscribe for more financial market insights#StoneX #Equities #Bonds #USShutdown #Markets #Investing #USEquities #USstocks #USBonds #bonds #stocks
Why LME Week Matters for Metals This Year Amid Macro Drivers and Tariff Deadlines StoneX 2025-10-02 | Natalie Scott-Gray, StoneX Senior Metals Analyst, explains why LME Week is pivotal for the base-metals market and outlines the three drivers of prices in the year ahead: macro conditions, fundamentals and investor positioning. She discusses U.S. rate cuts, China’s policy cycle, tariff timelines in October and November, supply risks, and why tin, aluminium and copper are favoured while lead stays steady and zinc and nickel lag.stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_commodities_tl&utm_content=organic_commodities Like and subscribe for more financial market insights#StoneX #BaseMetals #LMEWeek #Copper #Aluminum #Aluminium #Tin #Lead #Nickel #Zinc #Commodities #Metals #LME #LondonMetalExchange #NatalieScottGray
Empleo Sobre Inflación: Lo Que Señalan Los Mercados Sobre La Ruta De La Fed StoneX 2025-10-02 | Kathryn Rooney Vera, Estratega Jefe de Mercados en StoneX Group Inc., explica por qué las señales del mercado apuntan a que la Reserva Federal mantiene un sesgo más acomodaticio, priorizando el empleo incluso con la inflación por encima del objetivo. También analiza cómo los déficits fiscales están elevando la prima por plazo, y por qué el espacio limitado de política implica recortes graduales a menos que el mercado laboral se debilite. El panorama también considera las valoraciones, la fortaleza de las utilidades y los riesgos de cierres del gobierno. Suscríbete y dale “like” para más perspectivas sobre los mercados financieros. #StoneX #KathrynRooneyVera #ReservaFederal #DólarEEUU #Oro #RendimientosDelTesoro #DéficitsFiscales #Acciones #CierreDeGobierno #PerspectivasDeMercado
Jobs Over Inflation, What Markets Signal About Fed Path StoneX 2025-10-02 | Kathryn Rooney Vera, StoneX Group Inc.’s Chief Market Strategist, explains why markets signal the Fed is leaning dovish, prioritizing jobs even with inflation above target. She discusses how fiscal deficits are lifting the term premium, and why limited policy space means gradual cuts unless labor weakens. The outlook also covers valuations, earnings strength, and risks from government shutdowns.Like and subscribe for more financial market insights#StoneX #KathrynRooneyVera #FederalReserve #USdollar #Gold #TreasuryYields #FiscalDeficits #Equities #GovernmentShutdown #MarketOutlook
Palm Oil: India Buys Big, EU Delays Bite, and Biodiesel Shapes the Outlook StoneX 2025-10-02 | In this week’s episode of the AgriAsia Commodities Podcast, Kang Wei Cheang, Vice President at StoneX for Soft & Agricultural Commodities Asia, unpacks the shifting dynamics in the palm oil and soybean complex. Palm oil futures are under pressure as Argentina’s short-lived export tax suspension unleashed a flood of soy oil into global markets, prompting Indian buyers to secure record volumes. Meanwhile, Southeast Asian palm oil production remains uneven, with Indonesia on track to surpass 50 million tons in 2025, while Malaysia struggles with aging trees and slower yield growth. Kang Wei Cheang also breaks down how Indonesia’s biodiesel ambitions, EU trade policy delays, and India’s record vegetable oil imports will reshape flows into 2026. With biodiesel demand tightening global supplies and trade deals tilting competitive edges, both palm oil and soy oil could see firmer prices ahead despite near-term volatility. For refiners, traders, and buyers across Asia, this episode offers a strategic look at how production trends, policy shifts, and cross-commodity trade flows are setting the tone for edible oils into 2026.© 2025 StoneX Group Inc. All Rights Reserved. This podcast is for informational purposes only, and is not a recommendation to trade, an investment research or an offer to buy or sell any financial product. It does not take into account your particular investment objectives, financial situation or needs. StoneX Group Inc. and its subsidiaries 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. Not all products and services are available in all countries. Any products and services provided are subject to applicable laws in the jurisdictions in which they are provided and also subject to specific conditions in their respective terms of business. This podcast is not intended for distribution or use by any one where it would be contrary to law or regulation. Please refer to the Regulatory Disclosure (stonex.com/en/compliance-library) section for entity-specific disclosures.No part of this material may be duplicated in any form by any means or redistributed without the prior written consent of StoneX Group Inc. 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 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, as well as the use of or reliance on the information by the recipient, any member of its group or any third party.
Shutdown Chaos: Are Markets Flying Blind? StoneX 2025-10-01 | Start the fiscal year with market insights you can trust. Arlan Suderman, Chief Commodities Economist at StoneX, unpacks the October 1st government shutdown and what it really means for the economy, agriculture, and commodity markets.In this update, Arlan covers:- Why most shutdowns have minimal long-term impact on the economy.- How USDA furloughs could delay or cancel key reports like WASDE.- The implications for corn and soybean yield estimates.- Market reliance on private crop surveys when government data is missing.- What to watch for in grain, energy, and labor reports during the shutdown.Stay informed with timely analysis of the fiscal year kickoff, crop conditions, and market volatility.Subscribe for regular updates from the StoneX trading floor.Get exclusive access to daily insights, forecasts, and in-depth analysis from Arlan Suderman and the StoneX team with a subscription to U.S. Ag Analyst Insights: shop.stonex.com/products/us-ag-analyst-insights?selling_plan=4455759972&variant=45955325001828&utm_medium=organicsocial&utm_campaign=stonexsocial_USaginsights_yt&utm_content=organic_USaginsight_v1_20250821
Argentina’s $7 Billion Grain Surge Shakes Markets, U.S. Faces Export Strain StoneX 2025-10-01 | Bertrand Oesterle, StoneX VP of Clearing and Execution Sales, comes back on Argentina’s rapid $7 billion grain sales in less than three days and what it means for global demand and U.S. export prospects. He also reviews the USDA quarterly stocks report, implications of the U.S. government shutdown for agriculture markets, and where potential bullish drivers may still emerge despite bearish pressure. stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_commodities_tl&utm_content=organic_commodities Like and subscribe for more financial market insights #StoneX #Agriculture #Soy #Soybeans #Corn, #Wheat #Grains #Commodities #Argentina #USDA #China #USDAReport #Oilseeds
China’s Economic Divide: Private Sector Lifts PMIs While Official Data Stays Weak StoneX 2025-09-30 | David Scutt, FOREX.com APAC Market Analyst, examines China’s September PMI surveys, which reveal a contrast between private and state-backed firms. The RatingDog PMIs showed expansion among smaller private firms, with manufacturing hitting a six-month high and services extending their growth run. Rising orders and moderate price pressures suggest demand is steadying. In contrast, official NBS PMIs remained subdued, with manufacturing still contracting and non-manufacturing flat. The data indicates private sector strength is supporting growth and offering modest support to cyclical assets including commodities, emerging markets, and the Australian dollar. stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_globalmacro_tl&utm_content=organic_global_macro Like and subscribe for more financial market insights #StoneX #ChinaEconomy #China #ManufacturingPMI #ServicesPMI #PMI #RatingDogPMI #GlobalMarkets #EmergingMarkets #AUD #GlobalMacro #MarketAnalysis #NBS #NBSPMI
Why U.S. Rising Underemployment Could Signal Trouble Ahead StoneX 2025-09-30 | Michael Lytle, StoneX Wealth Chief Investment Officer, examines the rise in underemployment and what it reveals about the U.S. job market. He explains how the measure combines official unemployment, marginally attached workers and part-time employees seeking full-time roles. Lytle highlights the recent climb to 8.1 percent, why trends matter more than absolute levels, the potential impact of a government shutdown on data, and what this all means for the Federal Reserve.stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_globalmacro_tl&utm_content=organic_global_macro Like and subscribe for more financial market insights#StoneX #StoneXWealth #Underemployment #Employment #USJobs #FederalReserve #Fed #EconomicOutlook #LaborMarket #GlobalMacro
Where Is U.S. Monetary Policy Headed? Fed, Markets & the 2026 Outlook StoneX 2025-09-30 | StoneX Trading Global Macro Podcast – Ep. 3In this week’s Trading Global Macro Podcast from StoneX, John Kicklighter and Matt Weller dive into the hotly debated course of U.S. monetary policy and interest rate expectations into 2026 and beyond.They explore:🔹 The disconnect between Fed forecasts and market pricing🔹 Immigration’s surprising role in shaping employment trends🔹 Why data revisions and policy pressure are complicating the Fed’s mandate🔹 Potential outcomes for the U.S. dollar and S&P 500 under different rate scenarios🔹 Whether the “Fed Put” still exists—and what might trigger itBe sure to like and subscribe for weekly insights into the forces shaping FX, equities, commodities, interest rates, and beyond!
Phosphate Demand Weakens While India Holds Back StoneX 2025-09-30 | Josh Linville, StoneX VP of Fertilizer, explores weakening phosphate demand, sliding urea prices, and the uncertainty around India’s next tender. Farmers face tight margins as low grain prices clash with high input costs, while Chinese exports add bearish pressure to global markets. India’s decision on its final tender could shift pricing dynamics.Like and subscribe for more financial market insights.#StoneX #JoshLinville #fertilizer #urea #phosphate #India #agriculture #commodities #grainmarkets #globaltrade
RBA Signals Hawkish Tilt After Holding Cash Rate at 3.60%, Flags Sticky Inflation StoneX 2025-09-30 | David Scutt, FOREX.com APAC Market Analyst, Comes back on the Reserve Bank of Australia’s latest policy decision. The RBA held the cash rate steady at 3.60 per cent but struck a hawkish tone, warning that inflation could remain persistent and flagging faster-than-expected domestic demand. Scutt explores the implications for the labour market, stagflation risks, and how markets repriced rate cut expectations. stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_globalmacro_tl&utm_content=organic_global_macro Like and subscribe for more financial market insights #StoneX #RBA #ReserveBankofAustralia #Australia #InterestRates #Inflation #Markets #inflationRisks #Unemployment #MarketAnalysis #GlobalMacro #AUD #AustralianDollar
U.S. Dairy Farmers Struggle with Oversupply and Weak Demand StoneX 2025-09-29 | Nate Donnay, StoneX Director of Dairy Market Insight, examines the pressures facing the U.S. dairy industry in 2025. He explains how strong margins in 2024 fueled herd expansion and new cheese processing capacity, leading to oversupply and falling prices. Donnay also discusses weak foodservice demand, disease risks such as screw worm and bird flu, and shifting global trade dynamics. He outlines what these challenges mean for producers as they look toward 2026.stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_commodities_tl&utm_content=organic_commodities Like and subscribe for more financial market insights#StoneX #DairyMarkets #USDairy #Milk #Cheese #Butter #Dairy #Agriculture #Commodities #Trade #USDA #Farming #USFarmers
Why Emerging Markets Remain a Key Global Growth Story StoneX 2025-09-29 | Johanna Botta breaks down the key drivers shaping emerging market performance. From global growth trends to U.S. dollar moves, equity valuations, political risk, and diversification benefits, she explores why these markets remain both volatile and full of opportunity for global investors. stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_education_tl&utm_content=organic_education Like and subscribe for more financial market insights #StoneX #EmergingMarkets #GlobalGrowth #EM #USDollar #Investing #Markets #PortfolioStrategy #Portfolio #Volatility #Investor #BusinessCycles
¿Puede el Respaldo de EE. UU. Estabilizar los Mercados Argentinos? StoneX 2025-09-26 | Juan Pablo Vera, analista de Research en StoneX Argentina, analiza el impacto del apoyo financiero de Estados Unidos sobre el mercado local. En un contexto de reservas netas negativas, debilidad del peso y alta volatilidad en los bonos soberanos, Washington envía una señal contundente que podría cambiar el ánimo de los inversores. Todo esto, en plena antesala electoral. Suscribite para más análisis sobre mercados financieros y macroeconomía global. #StoneX #JuanPabloVera #EconomíaArgentina #MacroGlobal #MercadosEmergentes #PesoArgentino #BonosSoberanos #RespaldoEEUU #Elecciones2025 #Inflación
Gold - Whats Driving Price and What Could Derail the Trend? StoneX 2025-09-26 | James Stanley, FOREX.com Senior Strategist, unpacks gold’s extraordinary 91% rally from last year’s low to new all-time highs. He explains why fading the trend has been costly, the role of real interest rates in driving demand, and how Fed policy, inflation, and even Bitcoin factor into the outlook. Stanley also outlines three possible forces that could pause or derail gold’s momentum. stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_marketanalysis_tl&utm_content=organic_market_analysis Like and subscribe for more financial market insights #StoneX #Gold #XAU #XAUUSD #GoldTrading #FOMC #Fed #FederalReserve #CPI #ConsumerPriceIndex #Inflation #USInflation #Markets #FinancialMarkets
US Stocks and Dollar Eye NFPs and US Government Shutdown Decision StoneX 2025-09-26 | John Kicklighter, StoneX Global Head of Content, outlines the forces shaping market sentiment as September closes. He discusses the unusual resilience of equities during a historically weak month, the role of the dollar, gold, and Treasury yields, and the potential impact of a US government shutdown. Key upcoming events include Chinese PMIs, the RBA rate decision, eurozone inflation data, and US non-farm payrolls. stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_globalmacro_tl&utm_content=organic_global_macro Like and subscribe for more financial market insights #StoneX #Markets #Stocks #USStocks #FederalReserve #USDollar #Payrolls #NFP #PMI #RBA
Silver Prices Reach 14-Year Highs as US Growth Strengthens StoneX 2025-09-26 | Razan Hilal, FOREX.com Market Analyst, examines the impact of the latest U.S. GDP report confirming 3.8% growth, the strongest since 2023. She discusses how Powell’s cautious stance on rate cuts and persistent inflation concerns are shaping market sentiment. Silver continues to rally to 14-year highs, driven by industrial demand and central bank interest, while upcoming nonfarm payrolls are set to drive the next wave of volatility. stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_marketanalysis_tl&utm_content=organic_market_analysis Like and subscribe for more financial market insights.00:00:00 U.S. GDP lifts markets 00:00:33 Silver breaks long-term channel 00:01:05 Key support and resistance levels 00:01:20 Market focus shifts to payrolls #StoneX #USDollar #Dollar #USD #GDP #Silver #Gold #Markets #Metals #PreciousMetals #Commodities
U.S. Farmers Face Tough Choices as Debt and Trade Risks Grow StoneX 2025-09-25 | Arlan Suderman, StoneX Chief Commodities Economist, examines the current pressures on America’s farmers and what history can teach us about navigating today’s challenges. From the Great Depression to the 1980s farm crisis, Suderman explains how inflation, debt and trade disruptions shaped past downturns and compares them with today’s environment of high borrowing costs, low prices and shifting export markets.stonex.com/en/thought-leadership/?utm_source=youtube&utm_medium=youtube_organic&utm_campaign=youtube_stonex_commodities_tl&utm_content=organic_commodities Like and subscribe for more financial market insights#StoneX #USFarmers #Agriculture #Farming #Commodities #Trade #Economy #Debt #1980sFarmCrisis
Cattle market at a crossroads: Faltering rebuild potential for a southern herd rebuild as the nor... StoneX 2025-09-25 | A clear delineation in restocker prices between emerging northern and southern markets has coincided with a potential realisation that the southern spring of 2025 isn’t going to deliver as well as it was likely to a month ago. Whilst the flow and movements of cattle from south to north and north to south for store and slaughter cattle respectively is a unique, rare dynamic. What happens if a southern herd rebuild doesn’t eventuate in 2025? This and more, all answered on this week’s podcast.© 2025 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: stonex.com/en/compliance-library/#disclosuresThis 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 (stonex.com/en/compliance-library) 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.
Why Salmon Prices Are Rising Again StoneX 2025-09-25 | Bertrand Oesterle, StoneX VP of Clearing and Execution Sales, explains why salmon futures have rallied after a summer dip. He discusses supply fluctuations, logistical challenges in Norway and Scotland, and shifting demand across Europe, Asia, and North America. The conversation also highlights sustainability improvements and StoneX’s role in building transparency in salmon markets. Like and subscribe for more financial market insights #StoneX #BertrandOesterle #SalmonFutures #Euronext #SeafoodMarkets #GlobalTrade #Sustainability #CommodityPrices #NorwaySalmon #MarketInsights
IMF Outlook Shifts as Bond Yields Climb StoneX 2025-09-25 | Vincent Deluard, StoneX Director of Global Macro Strategy, examines the IMF’s latest 3% global growth outlook and its implications for financial markets. He explains why bond yields are rising, how tariffs and geopolitics could weigh on growth, and the structural challenges of demographics and debt. Deluard also highlights the role of fiscal stimulus, monetary easing, and currency moves in shaping investor scenarios. Like and subscribe for more financial market insights #StoneX #VincentDeluard #GlobalGrowth #IMF #BondYields #Equities #Currencies #Inflation #Geopolitics #FiscalPolicy
Rate Cuts, Surging Inventories, and What’s Holding Oil Back StoneX 2025-09-25 | With the Fed delivering a 25-point rate cut and signaling more ahead, hosts Alex Hodes and Trevor McClanahan unpack how monetary policy is shaping the energy market’s near-term direction. In this episode of Focus on Fuels, they break down rising diesel inventories, sluggish U.S. crude production, and why refined products – not crude – are leading price action right now. The conversation spans: Market response to Fed cuts and soft labor data Oil supply surplus expectations for late 2025 Impact of unwinding OPEC+ cuts and China’s stockpiling Ukraine’s refinery strikes and shifting Russian diesel exports IEA’s updated decline-rate analysis and long-term shale challenges Trevor and Alex also share their short and long-term outlooks along with a preview of the upcoming StoneX Q4 Energy Market Outlook webinar.
