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Gold has slid 12.6% from its August high to a nine-week low as rising long-dated U.S. Treasury yields keep weighing on the metal. That pressure has pushed gold into a critical technical support zone just as Federal Reserve minutes come into focus.
U.S. inflation data and Q3 earnings season are the next tests for the AI chip rally that lifted the S&P 500 and Nasdaq 100 to record highs. October rate hike bets have faded, but markets still price in a strong chance of a December Federal Reserve hike.
Daily CME spot dairy market price summary
A document with a substantial number of slides and text, built for the Front Desk internal call and analysing market developments, the economic and political background and key market parameters influencing the precious metals. This week includes material on the Precious Metals, notably Gold's lively action; Powell and the Fed, EU and potential margin compression
Daily Natural Gas Comments
A weaker euro is making European wheat potentially cheaper for overseas buyers just as international tenders grow larger. Black Sea attacks and a slower Ukrainian export pace add to the supply picture European wheat competes against.
October 7 – Stock futures are pointing to a lower open after the S&P 500 and Nasdaq both closed at record highs, taking a bit of a breather following major strength to start the week. The VIX is up 5% on the day but remains effectively dead center of its recent range as it trades near the 15.75 level. The dollar is resuming its march higher after taking a step back yesterday, pushing near its 18-month high around 102.5 at the time of writing. Treasury yields are starting the day with a notable push higher, particularly at the long-end of the curve, with 2-year yields trading at 4.816%, 10-year yields at 5.337%, and 30-year yields at 5.715%. Crude oil prices are off to a quiet start, with nearby WTI up 0.3% on the day to trade near $90.20 and nearby Brent up 0.9% on the day to trade near $101.50. The ags are quietly lower to start the day, taking back some of yesterday's sharp gains.
The base metals outlook has turned more constructive as softer U.S. data cut Federal Reserve hike odds and China's factory PMI returned above 50. Natalie Scott-Gray, StoneX Senior Metals Analyst EMEA & Asia, explains why metals stayed quiet into quarter end and where supply and demand are diverging. In copper, strike votes at the Escondida and Centinela mines in Chile and falling treatment charges point to a tight concentrate market, even as Chinese inventories build. Tin's backdrop stays strong on an expected drop in Indonesian output and robust semiconductor demand, while nickel remains in structural oversupply despite recent stock draws.
The British pound has spent 11 months inside a sideways, contracting range on the GBP/USD weekly chart, absorbing a U.S. dollar index rally to fresh 2026 highs. Oversold momentum in sterling and the euro against an overbought dollar index puts that range at the center of the pair's next directional move.
Aluminum, lead and nickel are each sending a different signal on physical metals demand, from softer Japanese aluminum premiums to tight lead concentrate. Inventory levels and premiums show more clearly than headline prices where each market is tightening and where a surplus remains.
Softer interest rate expectations are helping gold stabilize, but elevated bond yields continue to restrain its recovery. Oil-driven inflation risks help explain why fundamental support has not yet translated into a bullish technical reversal.
Soybeans retain modest strength as U.S.-China trade discussions remain short on clarity. A delayed domestic harvest adds a separate supply consideration for commercial grain participants.
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Webinars|North America|Language: English
October 06, 2026
12:00 – 1:00 p.m. ET
In this quarterly webinar series, Vincent will provide his perspective and analysis on the most hot-button issues across the most prominent global industries that could help your business thrive in very volatile markets.
Tune in for quarterly insights from Vincent Deluard. This webinar will address the topic of “Bracing for a Stagflationary Bear Market.”
Key insights include:
Webinars|North America|Language: English
October 07, 2026
2:00-2:45 p.m. CT
Join the Commodity Insights Webinar Series to explore how movements in one market create ripple effects across others and what those changes mean for your business.
Hear from experts for a discussion on the energy trends impacting agriculture and food markets and what they could mean for your 2027 planning strategy. They will examine these important questions and share perspectives on dairy demand and trade flows in a changing energy environment during a 45-minute panel discussion:
Webinars|North America|Language: English
October 09, 2026
2:00-3:00 p.m. CT
Stay informed throughout the year with Arlan Suderman’s Market Outlook 2026. Each session highlights the USDA data, global narratives, and market forces shaping price direction, offering practical guidance for navigating changing conditions.
In October, Senior Commodities Economist, Mike Castle, will lead the discussion with insights on:
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