StoneX

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New videos from StoneX, transcribed and analysed.

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StoneX

Europe Is Releasing Diesel Stocks but the Shortage Stays

Published October 15, 2026

The video discusses the impact of geopolitical tensions in the Middle East, particularly Houthi attacks on Saudi infrastructure and the Bab al-Mandab shipping route, on energy markets. It also examines the global diesel shortage, exacerbated by refinery maintenance and demand surges, and the implications of France's diesel stock release. Finally, the analysis touches upon the uncertain US-Iran nuclear negotiations and the potential effects of the Russia-Ukraine conflict on Russian diesel exports.

Mixed

Nasdaq 100 Keeps Falling Even as Bond Yields Drop Back

Published October 15, 2026

The US technology sector, particularly the Nasdaq 100, is facing significant pressure, exacerbated by persistent inflation and renewed hawkishness from the Federal Reserve. Despite a pullback in bond yields, tech stocks are not recovering, as investors question the valuations and profitability of the AI boom. Technically, the Nasdaq 100 has broken a key bullish trend line, suggesting potential for further downside towards the 29,000-29,240 support area, with risks of a full-on correction.

Bearish

What China's Soybean Tariff Gap Means for U.S. Exporters

Published October 15, 2026

The video provides an outlook on China's agricultural commodity markets for Q4 2026, focusing on soybeans, feed grains, and livestock. It highlights thin forward coverage for soybeans due to negative crush margins and the upcoming Spring Festival, while the extended US-China trade truce offers stability but excludes soybeans from new tariff relief. For corn, prices are trending lower, but potential floors exist through farmer selling slowdowns, substitute economics, and government policy interventions. The broader Chinese economy shows a 'two-speed' trend with strong exports and manufacturing but weak domestic demand in property and consumption.

Mixed

Fed Hike Odds Doubled on Hot CPI and October Is a Coin Toss

Published October 15, 2026

The speaker highlights three key factors ahead of the Federal Reserve meeting on October 28th: persistent inflation, fluctuating rate hike probabilities, and a relief rally in bond markets. September CPI came in hot, indicating inflation is a sticky problem, particularly due to gasoline and airline fuel costs. Market odds for a rate hike have been uncertain, moving from 22% to 45% and back to 30%. Despite a hotter PPI, a safe haven bid in US Treasuries, UK Gilts, and German Bunds has led to lower yields, but this rally may fade given unchanged fundamental risks.

Mixed

Black Sea Bottlenecks Drive Wheat Prices Higher

Published October 15, 2026

The video explains that the escalation of the Russia-Ukraine conflict, particularly attacks on Black Sea ports and civilian vessels, has significantly disrupted Russian wheat exports. This disruption has led to a substantial increase in Chicago wheat prices, with a gain of over 20% in the quarter, as trade flows are redirected and a risk premium is added.

Bullish

Silver Bounces Off Its 2026 Low as Treasury Yields Retreat

Published October 15, 2026

The video discusses the recent rebound in spot silver prices after a sell-off triggered by hotter-than-expected US inflation data. While initial market expectations for a Fed rate hike in October surged, they have since moderated, with a December hike now more likely. The speaker attributes silver's recovery to falling Treasury yields and a rotation out of the tech sector into safer assets like Treasuries, which also weakened the US dollar, making precious metals more attractive.

Mixed

U.S. Dollar Falls After Hot CPI as Fed Officials Push Back

Published October 15, 2026

The US Dollar experienced volatility following a hotter-than-expected CPI release, which initially fueled expectations for a Fed rate hike. However, comments from Fed officials pushing back against an immediate hike, coupled with a pullback in Treasury yields, led to a retracement in the dollar's strength. Technical analysis suggests the DXY is testing key support levels, and a break below these could lead to a larger pullback, while a breach of resistance at 103 could signal further advance.

Mixed

Brazilian Real's Quiet Prop Is Brazil's Huge Trade Surplus

Published October 15, 2026

The video discusses the outlook for the Brazilian Real in Q4 2026, focusing on the presidential election, US interest rates, and Brazil's trade performance. The analyst suggests that a Bolsonaro victory is priced in, leading to lower asset risks and a stronger Real. However, global strengthening of the US dollar due to higher-for-longer interest rates and external inflationary risks could weaken the Real. Brazil's strong trade surplus is expected to continue supporting the currency despite financial outflows.

Mixed

Australian Unemployment Outruns the RBA and Cools Hike Bets

Published October 15, 2026

Australian unemployment is climbing higher than the Reserve Bank of Australia (RBA) expected, reaching 4.72% in September, which is above the RBA's December quarter forecast of 4.5%. This weakening labor market, evidenced by a persistent shortfall in employment growth and increasing underemployment, has led to a sharp easing in market expectations for RBA rate hikes in November and December. While inflation remains elevated, the RBA's dual mandate risks are becoming more balanced, raising questions about how much more labor market weakness the RBA will tolerate to bring inflation to target.

Bearish

Brazil Cattle Farms Keep Females but Slaughter Stays High

Published October 14, 2026

Brazil's cattle market is entering Q4 2026 with tightening supplies and resilient global demand, driven by declining female slaughter volumes indicating herd rebuilding. China's import quotas have fundamentally shifted Brazilian export timing, leading to earlier cattle procurement by slaughterhouses and feedlots. Despite these changes, international demand for Brazilian beef remains strong and diversified beyond China, with robust domestic consumption providing stability. The outlook for Q4 2026 and into 2027 remains constructive, though weather conditions and traceability requirements pose long-term challenges.

Bullish

How StoneX Moves Commodities Around the World | Beyond the Numbers

Published October 14, 2026

StoneX plays a crucial role in enabling global commodity movement by coordinating various transport methods and managing associated risks. The company leverages a vast network of trucks, rail cars, containers, barges, and bulk vessels to move commodities from production regions to consumption areas worldwide. StoneX emphasizes its capability to integrate entrepreneurialism and creativity with scalable plans to facilitate complex commodity trade flows.

Neutral

Brazil Coffee Yields Beat Expectations as Output Jumps

Published October 14, 2026

StoneX reports that favorable weather conditions in late last year and early this year led to strong coffee crop development across Brazil. Their extensive field work and detailed yield study, including sample collection and farmer interviews, revealed yields surpassing previous expectations, particularly in Arabica-producing regions. Consequently, StoneX has revised its production estimates higher, now projecting a 23.9% increase compared to last year.

Bearish

Behind the Corn Yield Shock, Russia Quietly Reroutes Wheat

Published October 14, 2026

This video analyzes the volatile week in grain markets, highlighting key drivers such as a surprising US corn yield report, fresh wheat demand, and developments in biofuel policy. Geopolitical events, including the Ukraine-Russia conflict and its impact on shipping routes and energy prices, also contributed to significant price fluctuations. The discussion covers corn, wheat, soybeans, and rapeseed, examining crop conditions, export paces, and import tenders from various global players.

Mixed

What the AUD/USD Bounce Means for Traders Heading Into CPI

Published October 14, 2026

The Australian dollar (AUD/USD) is currently rebounding off a significant support zone, maintaining its long-term uptrend despite recent consolidation. Key technical levels are being watched, with resistance at 7008 and 7032 indicating a potential for a more durable low and trend reversal if broken. However, a break below 6946 or 6908 would invalidate the bullish near-term outlook and suggest a larger decline. Upcoming US inflation data (CPI, PPI) and Australian employment figures are expected to influence monetary policy expectations and market direction.

Mixed

Euro Under Pressure as France Denies a Damaging Debt Spiral

Published October 14, 2026

The Euro/US dollar pair is attempting to recover from a 17-month low, but faces significant headwinds. France's mounting fiscal and political pressures, including rising bond yields and budget negotiation difficulties, threaten wider Eurozone instability. The ECB is in a difficult position, balancing high inflation (expected near 4%) and potential financial instability from French debt, which could force them to reconsider further rate hikes. Meanwhile, the US dollar is supported by expectations of further Fed rate hikes and a strong US economic backdrop, suggesting continued bearish pressure on EUR/USD.

Bearish

West African Cocoa Deliveries Lag and Volatility Stays High

Published October 14, 2026

The cocoa market is entering the fourth quarter with more balanced fundamentals, but significant uncertainty persists regarding the upcoming West African crop, weather conditions, and demand. While short-term supply has been better than expected due to strong harvests in Ivory Coast and Ghana, demand remains fragile. Concerns about El Niño's impact, particularly the Harmattan phenomenon in West Africa, and low farmgate prices in Ivory Coast are contributing to market volatility and potential future productivity losses. Processing demand data, expected mid-October, will be crucial to gauge the pace of recovery.

Mixed

How Saudi Arabia Rerouted Oil Supply After Pipeline Strikes

Published October 14, 2026

The video highlights the significant flexibility in oil supply demonstrated by the market in recent weeks. Saudi Arabia, in particular, rerouted substantial oil volumes through Hormuz and utilized ship-to-ship transfers after a drone attack disrupted its East-West pipeline and Yanbu port operations. Iraq also increased its exports and offered discounts, contributing to an overall recovery of Gulf oil flows to over 80% of pre-war levels in September.

Neutral

EUR/USD Bounce Hits a Wall of Fed Hawks and French Finances

Published October 13, 2026

The EUR/USD experienced a modest recovery after five consecutive weekly declines, but the speaker views this as a temporary bounce rather than a sustained upward trend. This outlook is influenced by upcoming US CPI data, hawkish Federal Reserve expectations, ongoing concerns about French government finances, and a bearish technical picture for the Euro. The speaker identifies key resistance and support levels, anticipating further downside for the pair.

Bearish

Black Sea Wheat Crisis Hits Brazil as Its Own Crop Shrinks

Published October 13, 2026

The video discusses the global and Brazilian wheat markets, highlighting the impact of geopolitics in the Black Sea region on global prices and trade flows. It also covers Brazil's smaller-than-expected wheat crop and its increased reliance on imports, particularly from Argentina, whose harvest quality is a key concern due to El Niño. The analyst emphasizes that while global supply is adequate, the uncertainty of movement from major exporters is driving prices.

Mixed

JPMorgan Earnings Miss Yet Equity Trading Hits a Record

Published October 13, 2026

US banks have kicked off Q3 earnings season, presenting a mixed picture for investors. While trading desks are benefiting from market volatility, rising bond yields could signal a more challenging outlook. JPMorgan's earnings were below expectations, but positive signs were seen in net interest income forecasts and equity trading revenue, while Goldman Sachs and Citi Group reported strong trading activity. Investors are advised to be selective as warning signs emerge regarding borrowing costs and their potential impact on households and businesses.

Mixed

British Pound Selloff Stalls at Support as Yields Cool Off

Published October 13, 2026

The British Pound is currently at a critical support zone of 1.3194, having experienced four consecutive weekly declines. While US Treasury yields have pulled back, offering some relief, the Pound is consolidating within a monthly range. Key resistance levels are identified at 1.3265 and 1.3297-1.3300, with a break above these levels needed to shift the near-term focus to the upside. A daily or weekly close below 1.3194 would signal a resumption of the downtrend, with potential targets at 1.3140 and 1.3092. Upcoming US and UK economic data, particularly inflation figures, could influence market expectations for central bank policy.

Mixed

China's Economic Slowdown Caps Base Metals

Published October 13, 2026

China's August economic data indicates an ongoing struggle to boost domestic demand, with weaker year-on-year readings across key sectors and deepening declines in property sales and fixed asset investment. While recent policy announcements aim to stabilize growth and prevent further deterioration, they are unlikely to trigger a powerful acceleration in activity. For base metals, this suggests a floor under demand, reducing the risk of a sharp downturn, but a broad recovery is improbable without improved confidence in China's property and construction sectors.

Mixed

Brazil Coffee Exports Hit a Record and Arabica's Rally Dies

Published October 13, 2026

Coffee prices have experienced sharp swings, influenced by expectations for Brazil's record crop, weather risks, and tight supplies of higher-quality beans. While above-average rains in Brazil initially delayed the harvest and affected quality, the overall crop size is still projected to be a record. StoneX has raised its estimates for Brazil's 2026/27 crop due to better-than-expected yields and favorable weather for future development, leading to a more bearish outlook. However, El Niño poses potential risks for robusta-producing areas in Brazil, Indonesia, Central America, and Vietnam's next flowering cycle, which will require close monitoring.

Mixed

Cotton Importers Buy More as Brazil Takes 35% of Exports

Published October 13, 2026

The cotton market is experiencing increased activity after two years of historically low prices. Brazil has emerged as a major global cotton exporter, accounting for about 35% of global trade, driven by increased production, improved equipment, and competitive pricing. Global consumption is up 1.5% year-over-year, while global production is down 3.8%, leading to an interesting market dynamic where consumption is expected to surpass production by nearly 5%. StoneX is launching a new OTC cash-settled Brazil basis swap product in partnership with Cotlook to help traders hedge their Brazil basis risk more effectively.

Mixed

Global Milk Production Growth Is Slowing Down on El Niño Weather Risks

Published October 13, 2026

The video highlights a slowdown in global milk production growth. US milk production growth has decreased from over 5% in December to 2.8% in August, though it is expected to remain above 2%. New Zealand's milk production season started well, but El Niño weather later in the season poses a significant concern. Overall, production growth has decelerated across major dairy exporters, with a risk of further slowing due to weather.

Mixed

Argentina's Bonds Price 2027 Election as Grain Waits on FX Controls

Published October 12, 2026

This video discusses StoneX's long-standing presence in Argentina, highlighting its 20+ years of operation despite the country's cyclical economic challenges, including multiple defaults and high inflation. The speakers analyze the impact of recent government changes and reforms on the economy and financial markets, noting a shift in client activity from short-term arbitrage to more strategic, long-term investment. StoneX emphasizes its commitment to providing solutions for local and international clients, particularly in the agricultural, mining, and energy sectors, as Argentina navigates its current economic transition.

Mixed

Diesel Supply Tightens Despite Recovering Crude Flows

Published October 12, 2026

Crude oil and oil product markets are under intense pressure in Q4 due to geopolitical tensions disrupting supply and refinery constraints. While crude supply has shown some flexibility from Saudi Arabia, Iraq, and US shale, and demand destruction is evident in Asia, the market remains vulnerable to further disruptions. The refining sector faces a global crisis with significant capacity offline, particularly impacting middle distillates like diesel, leading to tight supply and high margins, especially as the Northern Hemisphere enters winter.

Mixed

Low Prices and Fertilizer Squeeze US Corn Production

Published October 12, 2026

The outlook for corn in 2026-2027 is shifting due to several factors. Low corn prices have made it less appealing compared to soybeans for US growers, while increased fertilizer costs are pressuring planting decisions. Additionally, weather patterns in the Northern Hemisphere and export bottlenecks are reintroducing risk into the corn market, leading to a tighter and more sensitive supply-demand balance.

Bullish

Why Russian Diesel Can't Fix Oil While Hormuz Stays Shut

Published October 12, 2026

Oil markets are currently influenced by two opposing forces: increased Russian diesel supplies and ongoing geopolitical disruptions in the Middle East. While Russian supplies may offer some relief to fuel prices, particularly in the US, the persistent tensions and attacks in the Strait of Hormuz pose a significant threat to global crude and refined product flows. The outlook for oil prices remains elevated until the Middle East situation normalizes and supply prospects definitively outweigh these geopolitical risks.

Mixed

Why 90% More Rain Is Threatening Brazil’s Sugar Harvest

Published October 12, 2026

Brazil is experiencing high crop yields this year, estimated at 80% above last year's levels for the April-August season, due to favorable rains between December and April. However, the current challenge is excessive rainfall during the April-September harvest period, with a calculated 90% increase compared to the historical average. These heavy rains are hindering the pace of the harvest as machinery is unable to operate normally.

Mixed

Base Metals Tighten as Zinc Smelters Now Pay to Process Ore

Published October 12, 2026

The video provides a Q4 market outlook for base metals, noting a macroeconomic backdrop that has soured due to geopolitical tensions and tightening monetary policies. China's economic struggles to boost domestic demand are highlighted, with policy announcements aimed at stabilization rather than powerful growth. The outlook for individual metals like Zinc, Copper, Tin, Aluminum, Lead, and Nickel is discussed, considering supply conditions, demand trends, and investor sentiment.

Mixed

How El Niño Rain Shortages Restrict Panama Canal Transit Slots

Published October 12, 2026

The video explains that El Niño's impact on rainfall directly affects the Panama Canal's operations. A shortage of rain leads to lower water levels in Gatun Lake, which is crucial for the canal's locks. This reduction in water levels restricts the number of available transit slots and limits the amount of cargo ships can carry, even if they have a confirmed slot.

Bearish

Nvidia Bearish Engulfing Spells Bubble Trouble for AI Stocks

Published October 12, 2026

The speaker discusses the disconnect between positive market price action (new all-time highs in Nasdaq, S&P 500, and Nvidia) and underlying concerns. He highlights a dynamic where markets are hesitant to be short over weekends due to potential positive news. He points out a bearish engulfing pattern in Nvidia and notes the Nasdaq's recent lag compared to the S&P 500, suggesting potential shifts. He also discusses the implications of rising bond yields, particularly for high-growth, debt-dependent companies, and how this could eventually lead to a "bubble burst" in tech stocks.

Mixed

QLD producer confidence fires on forecast while NSW remains subdued

Published October 11, 2026

The Australian cattle and beef market is experiencing mixed conditions. Queensland producers are showing increased confidence due to forecast rain, leading to stronger demand for lighter cattle. In contrast, New South Wales producers remain subdued due to persistent dry weather, impacting sentiment and cattle prices. Processors are facing economic headwinds, but anticipate a strong Q4 as they process more cattle to capitalize on the January 1 quota reset, despite limited cold storage space.

Mixed

What U.S. CPI and Treasury Yields Mean for Bank Earnings

Published October 11, 2026

The US dollar remained strong this past week, while US stocks like the S&P 500 and Nasdaq 100 hit record highs before pulling back, influenced by weaker NFP data and Fed speakers hinting at rate hikes with timing flexibility. Treasury yields, including the 10-year and 30-year, reached multi-year highs, and oil prices rose, contributing to inflationary pressures. Looking ahead, US CPI data and Q3 bank earnings are key focuses, with hotter-than-expected CPI potentially boosting the dollar and limiting stock upside, while strong bank earnings could help the Dow Jones recover.

Mixed

Why Gold's Breakout Hinges on the Dollar and Treasuries

Published October 10, 2026

Gold is breaking out of a downtrend that began in late August, coinciding with potential reversals in the US Dollar and US Treasury note futures, which previously put pressure on gold. Technical indicators for both the dollar and treasuries suggest a turn, with the dollar showing signs of weakness and treasuries showing signs of bottoming. Gold has cleared immediate resistance, and bullish momentum is building, though the sustainability of the breakout remains to be seen.

Bullish 2 trade ideas

Treasury Yields at 2001 Highs Drag the Dow to 5-Month Lows

Published October 10, 2026

The analyst discusses how renewed US-Iran tensions have supported crude oil prices and pushed US bond yields higher, creating short-term pullback risks for US indices. While the Nasdaq shows some resilience, the Dow Jones is experiencing 5-month lows. US Treasury yields are testing historical resistance levels and showing overbought conditions, suggesting a potential near-term pullback across yields and equities before a possible long-term bull run resumes.

Mixed

El Niño Crop Impact Is Showing Up Earlier Than Expected

Published October 09, 2026

The video discusses how El Niño's effects on global agriculture and fish production have manifested earlier and more broadly than market consensus suggested. While El Niño's peak is anticipated later in the year, regions like Peru, Europe, India, Indonesia, and Panama have already experienced significant impacts such as reduced fish catches, heatwaves, low river levels, and disrupted monsoons. The speaker highlights the complexity of disentangling El Niño's influence from other factors and notes the ongoing uncertainty regarding future crop yields and market dynamics, particularly in Brazil and the US.

Mixed

Europe Hesitates as US Pressures Oil Reserve Drawdown

Published October 09, 2026

Europe currently holds an estimated 270 million barrels of oil supply, with a significant amount still in storage. The speaker notes that the US is pressuring European groups to draw down these inventories, fulfilling previous agreements. However, Europe remains hesitant to release these stocks.

Neutral

Corn Supply Shock Leaves Europe Leaning on U.S. and Brazil

Published October 09, 2026

The global corn market is facing increased uncertainty for 2026-2027 due to tighter US production, export constraints, and rising corn use in Brazil. While the 2025-2026 season saw a global production expansion, the outlook for the current season is tighter and more sensitive to shocks. European demand for imported corn is rising due to weather-related crop losses, but supply from Ukraine is constrained by the ongoing war, leading to redrawn trade flows. Brazil's domestic ethanol demand is growing, potentially limiting its exportable surplus, while Argentina is expected to maintain strong production.

Mixed

Hormuz Attacks Threaten Urea and Fertilizer Shipments Again

Published October 09, 2026

The video discusses the ongoing attacks on vessels in the Strait of Hormuz and their impact on fertilizer supplies. It highlights that while China is exporting more, it's not the right product for many, and the renewed attacks are disrupting shipments of key fertilizers like urea and phosphate. This situation is leading to a loss of hope for short-term improvements in supply due to increased risks for shipping.

Bearish

What Milk Production's Slowdown Means for Dairy Stockpiles

Published October 09, 2026

Global dairy markets firmed in Q3 due to strong demand and weather-related supply risks, despite better-than-expected milk production. Milk production growth has slowed across major exporting regions, particularly in Europe, while the US herd expansion has been a supportive factor. Global demand has been robust, leading to some stockpiling, and El Niño poses a risk to New Zealand's milk production, potentially limiting growth in Q4 and Q1.

Mixed

Treasury Yield Surge Leaves AI Bubble Waiting for a Shock

Published October 09, 2026

The speaker discusses the recent surge in Treasury yields and the confusion surrounding its impact on the stock market. He argues that rising yields are a supply-demand issue for bonds, not necessarily a death knell for stocks, especially in a higher growth environment. He also touches on the 'AI bubble' and the potential for a 'melt-up' scenario in equities, while highlighting the Federal Reserve's role in managing the yield curve and the long-term implications of current economic conditions.

Mixed

Gold Prices Pulled Back but Futures Traders Stayed Net Long

Published October 09, 2026

Gold has been flat for the year, experiencing a pullback after an earlier 30% rally. The speaker suggests that while a further pullback might be expected, gold is technically oversold on various timeframes, and Middle East tensions are bolstering its safe-haven appeal. Potential weakness in the dollar index could further support gold, creating near-term upside opportunities for traders, though it's unlikely to reach new record highs soon and may trade sideways for a couple of years.

Mixed 1 trade idea

Pound for Pound, the Dollar Wins the Brent Crude Shock

Published October 09, 2026

The Pound Sterling is under significant downside pressure against the US Dollar, primarily due to a strengthening dollar, elevated bond yields, and a hawkish Federal Reserve. Rising Brent crude oil prices, which have broken above $100 a barrel, are fueling inflation concerns for the UK economy. This inflationary environment, combined with a weaker economic outlook, suggests that higher interest rates will not be bullish for the Pound, reinforcing the bearish outlook for GBP/USD.

Bearish

Brazil Rains Push Sugar Mills to December and Damage Cane

Published October 08, 2026

Sugar prices have rallied sharply since August due to weather disruptions in Brazil, weaker production prospects in Europe, India, and Thailand, and expectations of a global deficit. Funds have shifted from net short to net long positions, anticipating a deficit in the 2026-2027 global crop. While Brazil's current crop shows good yields, heavy rains have delayed harvest, potentially impacting cane quality and extending the season. The outlook for global trade flows suggests a deficit in the first half of 2027, with Brazil's record 2027-2028 crop potentially limiting future price upside.

Mixed

Earnings Season Meets an Oil Shock on Trump's Iran Threat

Published October 08, 2026

The video discusses a shift in market drivers from singular binary events to a 'melting pot' of individual factors, including upcoming US bank earnings and the US midterm elections. Significant earnings growth is anticipated, contributing to market optimism. The midterms are seen as an opportunity for markets to regain influence, potentially leading to changes in government policy regarding deficits and tariffs, and a loosening of Donald Trump's market impact.

Mixed

What a Tight Range Means for USD/CAD's Five-Week Rally

Published October 08, 2026

The USD/CAD pair has seen a five-week rally, advancing over 4% from its August low. The speaker identifies key resistance at the 61.8% Fibonacci retracement level of 1.4292 and initial support at the monthly open of 1.4233. A confirmed daily close above 1.4293 is needed to signal a resumption of the broader uptrend towards targets like 1.4335 and 1.4374-1.4383. Conversely, a slip below 1.4193 could trigger a larger correction.

Bullish

Black Sea Conflict Widens as More Ships Hit, Nuclear Threat LOOMS!

Published October 08, 2026

The speaker highlights the escalating volatility in the Black Sea region, citing recent incidents where ships were hit near Sochi and in Bulgarian waters, as well as continued attacks on port facilities in Odessa and Kyiv. The situation is described as not improving and widening in scope. Furthermore, the speaker notes Russia's non-reassuring stance regarding the potential use of nuclear weapons if Kaliningrad is threatened.

Mixed

Brazil Cattle Farms Keep Females but Slaughter Stays High

Published October 08, 2026

Brazil's cattle market is entering Q4 2026 with tightening supplies and resilient global demand, driven by increased female retention and changes in export patterns. While China's import quotas have shifted the timing of Brazilian beef exports, other international markets and strong domestic consumption continue to provide support. The outlook remains constructive, though weather conditions and traceability requirements pose potential risks.

Bullish

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Started: October 10, 2026 at 10:17 AM • Completed: October 10, 2026 at 10:18 AM

Completed

Run #4045 - 2026-10-09

Started: October 09, 2026 at 06:17 PM • Completed: October 09, 2026 at 06:18 PM

Completed

Run #4040 - 2026-10-09

Started: October 09, 2026 at 05:17 PM • Completed: October 09, 2026 at 05:17 PM

Completed

Run #4039 - 2026-10-09

Started: October 09, 2026 at 05:17 PM • Completed: October 09, 2026 at 05:18 PM

Completed

Run #4032 - 2026-10-09

Started: October 09, 2026 at 12:17 PM • Completed: October 09, 2026 at 12:17 PM

Completed

Run #4031 - 2026-10-09

Started: October 09, 2026 at 11:17 AM • Completed: October 09, 2026 at 11:18 AM

Completed

Run #4029 - 2026-10-09

Started: October 09, 2026 at 10:17 AM • Completed: October 09, 2026 at 10:18 AM

Completed

Run #4028 - 2026-10-09

Started: October 09, 2026 at 09:17 AM • Completed: October 09, 2026 at 09:18 AM

Completed

Run #4024 - 2026-10-09

Started: October 09, 2026 at 07:17 AM • Completed: October 09, 2026 at 07:17 AM

Completed

Run #4014 - 2026-10-08

Started: October 08, 2026 at 05:17 PM • Completed: October 08, 2026 at 05:18 PM

Completed

Run #4011 - 2026-10-08

Started: October 08, 2026 at 04:17 PM • Completed: October 08, 2026 at 04:18 PM

Completed

Run #4003 - 2026-10-08

Started: October 08, 2026 at 01:17 PM • Completed: October 08, 2026 at 01:18 PM

Completed

Run #4002 - 2026-10-08

Started: October 08, 2026 at 01:17 PM • Completed: October 08, 2026 at 01:17 PM

Completed

Run #4000 - 2026-10-08

Started: October 08, 2026 at 11:17 AM • Completed: October 08, 2026 at 11:18 AM

Completed

Feed Statistics

Total Runs 263
Completed 240
Failed 23
Reports 240

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