Commentary From the Trading Desk at Stipelis

From The Trading Desk at Stipelis   Daily Market Commentary - Thursday, July 10, 2026 Markets pushed higher this morning as investors looked pastgeopolitical concerns and focused on technology strength, stable economic data, and easing oil prices. The Fed, inflation, and Middle East developments remain key themes. Follow the Trading Desk at Stipelis  for Market Commentary   Stipelis Global Trading...

From the Trading Desk The Strategy Session - The Markets Are Wrong For decades, investors operated under the assumption thatstocks would remain the center of the investment universe while commodities occupied a supporting role. Recent market behavior has raised questions about whether that relationship could evolve over time. George Soros built much of his thinking around the idea thatmarkets are...

From The Trading Desk at Stipelis  Daily Market Commentary – Markets Press Pause as Tension Builds  Monday, June 22, 2026 Markets are showing a quieter but more conflicted tone thismorning. Equity indices are mixed, with the Dow holding modest gains while theS&P and Nasdaq trade slightly lower. Small caps are showing relativestrength, suggesting some underlying risk appetite remains. At the sa...

From The Trading Desk at Stipelis   Daily Market Commentary -   Wednesday, June 17, 2026 The Federal Reserve left rates unchanged at 3.50% to 3.75%,but the tone of the meeting marked a clear shift. The central bank moved away from earlier signals that suggested possible rate cuts and instead emphasized that inflation remains above target. Updated projections showed a higherexpected rate path, with...

From The Trading Desk Daily Market Update-Monday, June 15, 2026 Markets Climb – Global optimism lifts equities Markets are moving higher as tensions ease and oil pullsback. Bond yields are lower ahead of the Fed meeting. The current tone reflectsrelief more than conviction, with attention shifting toward what policymakerssignal next. Follow the Trading Desk for Market Commentary   Stipelis Global...

From The Trading Desk at Stipelis The Daily Market Update Tuesday, June 9, 2026 Tech stocks are Leading the Market Lower Markets are pulling back after recent strength, with techleading declines and oil dropping sharply. Volatility is rising from low levels while yields stay steady, pointing to a reset in sentiment rather than a clear shift in trend. Follow the Trading Desk for Market Commentary  ...

Thursday, May 28, 2026 Daily Market Commentary Markets showed steady strength with equities pushing higher and volatility declining. Gold gained alongside a softer dollar,while crude oil faded after early strength. Overall tone reflected stable participation and moderate risk appetite. Follow the Trading desk at stipelis for market commentary.   Stipelis Global Trading LLC is registered with the C...

Daily Market update for Wednesday, May 20, 2026 The May 20 session was defined by rotation rather thandirectional conviction . The combination of falling yields, strong equity performance, and aggressive energy selling reflects a market in transition, where capital is being reallocated in response to evolving macro assumptions. The Russell 2000’s outperformance and crude oil’s declineare not isola...

From the Trading Desk at Stipelis For Tuesday, May 19, 2026 Markets showed a clear divergence, with natural gas andagricultural products leading the upside while cocoa declined sharply. The move in natural gas reflected rising demand expectations tied to early heat forecasts. Grains also moved higher, suggesting growing concern around supplyconditions. Cocoa’s decline appeared driven by profit-tak...

Thursday, May 14, 2026 Today’s session reflected a relatively steady but mixed toneacross major asset classes. Equity index futures moved higher across the board, with the S and P, Nasdaq, Dow, and Russell all posting moderate gains. The moves were orderly rather than sharp, suggesting continuation rather than ashift in direction. Energy markets continued to provide support, with crude oilextendin...

Equities and energy led Friday’s gains while cocoa movedsharply lower. Premarket activity shows a reversal, with cocoa rebounding and energy continuing higher. Markets remain steady with sector-driven movement. Stay in touch with the Trading Desk at Stipelis for ongoing market commentary.       Stipelis Global Trading LLC is registered with the Commodity Futures Trading Commission and is a member...

From the Trading Desk at Stipelis; Monday, May 4, 2026 The opinions expressed are those of Stipelis Global Trading LLC and are considered market commentary. They are not intended to act as investment recommendations. Individuals should make investment decisions based on their own analysis and with direct consultation with a financial advisor.   Stipelis Global Trading LLC is registered with the Co...

Markets are reacting to higher energy prices as oil extends its rally, keeping inflation concerns front and center. At the same time, global equities are showing mixed behavior, with strength concentrated in a narrower group of stocks.

Markets face a dense week of data and central bankdecisions. Investors will likely focus less on the rate decisions themselvesand more on the language policymakers use. At the same time, energy marketscontinue watching developments around the Strait of Hormuz. Stay in touch withthe Trading Desk at Stipelis for ongoing market commentary.       The opinionsexpressed are those of Stipelis Global Trad...

Markets opened the week cautiously after fresh MiddleEast headlines. Oil and volatility moved higher, while equities and the dollarsoftened. This week’s data may help separate headline risk from underlyingeconomic momentum. The opinionsexpressed are those of Stipelis Global Trading LLC and are considered marketcommentary. They are not intended to act as investment recommendations. Individuals shou...

Commentary on the importance of investing in raw materials.