Rolling Trades with RJO Futures

Senior Market Strategist John Caruso examines the key economic forces shaping markets in early 2026. In this episode, he analyzes moderating GDP growth, stabilizing but vulnerable inflation, and emerging weakness in the labor market. Caruso also explores the impact of surging oil prices tied to geopolitical tensions in the Middle East and what these dynamics could mean for the Federal Reserve’s ne...

In this episode, Market Strategist Lane Dungan walks through what’s driving today’s grain markets, including how the Iran conflict is shaping trade sentiment. He also covers the latest developments in South American and U.S. export flows and what they could mean for your marketing decisions.

Senior Market Strategist Bill Dixon analyzes how markets may react to the upcoming US Iran talks in Geneva, breaking down potential scenarios for equities, crude oil, and precious metals. He examines the impact of a surprise 16 million barrel crude build, seasonal energy patterns, and geopolitical risk premiums currently capping stock performance. Bill also reviews gold’s technical structure, the...

Market Strategist Lane Dungan delivers a comprehensive overview of the weekly grain outlook, highlighting key fundamental indicators such as export inspections and EIA ethanol production data, along with insights from the USDA Ag Outlook Forum. He evaluates where the markets currently stand and what shifting fundamentals may signal for the weeks ahead. Lane also breaks down the technical landscape...

Market Strategist Lane Dungan delivers an in-depth breakdown of the February WASDE report, along with a detailed outlook for corn, soybean, and wheat futures. He reviews where the markets stand today and what to expect in the months ahead. Lane also explains the drivers behind the recent soybean rally and shares practical strategies for preparing for similar market-moving events, including how to...

Senior Market Strategist Eli Tesfaye breaks down the Morning Commodity Insight newsletter, a daily market report designed to bring clarity and structure to trading across 39 markets and nine sectors. Eli explains how the Trend Probability Index identifies bullish, bearish, and neutral conditions using a single systematic methodology, along with defined entry points, stop levels, and validation mar...

Market Strategist Lane Dungan delivers a detailed breakdown of current grain market technicals, explaining where the market stands now and how he expects it to move in the coming days and weeks. He reinforces his technical outlook with real‑world fundamental insights that frame today’s grain environment and inform his forward-looking perspective.

Market Strategist Lane Dungan provides an in-depth analysis of the latest USDA reports, including the Quarterly Grain Stocks and January WASDE. He compares forecasted figures with actual results and examines how these updated data points are likely to influence market dynamics. Additionally, Lane offers a technical outlook, highlighting key chart patterns, support and resistance levels, and discus...

Crude oil continues to hover near sixty dollars a barrel as the market digests OPEC’s decision to hold production steady, rising inventories, and signs of softening global demand. Daniel Pavilonis, Senior Market Strategist , breaks down what is driving the current mild surplus backdrop, why the front month keeps gravitating toward the sixty dollar level, and how a flat forward curve reflects tempe...

Senior Market Strategist John Caruso breaks down the latest jobs numbers, including the missing October employment report and the jump in Challenger job cuts, and explains what they signal for unemployment and market volatility. He walks through his TRM grid, momentum indicators, and the recent five percent S&P correction to sixty six hundred, noting how Nvidia helped steady the broader market...

Market strategist Lane Dungan breaks down the latest moves in corn soybeans and wheat with updates on China purchase commitments global supply shifts and current weather patterns. He reviews key technical levels including pivots resistance support and the recent three white soldiers pattern signaling bullish momentum. Lane also highlights soybean gap areas the shift in open interest toward March c...

Senior Market Strategist John Caruso breaks down the latest Fed decision, including Chairman Powell’s 25-basis-point rate cut and the shifting odds of another move in December. John explores the trade-offs between inflation control and supporting a softening labor market, highlighting why there may be no risk-free path ahead. He walks through current price action across major markets — from the S&...

Senior Market Strategist John Caruso unpacks Q4 macro trends driving markets — from resilient U.S. growth fueled by AI data center spending to a Fed poised for more rate cuts. He breaks down why inflation remains sticky near 3%, how the labor market is showing early cracks, and what the K-shaped economy means for investors. John also covers his outlook on equities heading into year-end, gold’s pul...

Senior market strategist Bob Haberkorn breaks down why silver and gold markets are turning sharply bullish, with physical shortages, soaring ETF demand, and unprecedented lease rates driving price movement. He explains the growing gap between spot and futures, why silver could hit $55 soon, and how central banks, sovereign wealth funds, and retail buyers are fueling the rally. Bob also touches on...

As gold surges toward $4,000, concerns about an impending stock market slide are gaining traction. In this episode, Bob Haberkorn, Senior Market Strategist, breaks down why investors are shifting toward precious metals, how silver is tracking alongside gold, and what economic signals are driving the move to safety. He also weighs in on the role options trading is playing in the current environment...

In this episode of Rolling Trades with RJO Futures , Senior Market Strategist Bill Dixon recaps Q3 performance across stocks, metals, and energy markets. He highlights strong gains in equities and precious metals, the challenges facing crude oil, and the resilience of natural gas. Bill also breaks down the Federal Reserve’s latest rate cut, the potential impact of a government shutdown, and what l...

John Caruso, Senior Market Strategist at RJO Futures, explains why the Fed’s recent 25-basis-point cut is “risk management” and why another 25 basis points may come in October and December. He describes how monetary and fiscal policies are creating a reflationary backdrop in the U.S. and globally, making the Fed’s path back to 2% inflation long and uncertain. Caruso highlights the structural headw...

In this episode of Rolling Trades, Senior Market Strategist John Caruso breaks down the latest Fed rate cut, rising inflation risks, and the outlook for U.S. growth. He covers consumer sentiment trends, labor market weakness, and why the Fed may be abandoning its 2% inflation target. John also dives deep into the commodities rally, highlighting the surge in gold, silver, and platinum, and explains...

In this episode of Rolling Trades , Senior Market Strategist Alexander Turro breaks down the latest CPI data, highlighting a mixed inflation picture with rising food and core goods prices. He covers the sharp moves in commodities—silver hits a 14-year high, copper reaches all-time highs—and explores the macro forces at play, from a weakening U.S. dollar to China’s infrastructure push. Plus, Alexan...

In this episode of Rolling Trades, Bob Haberkorn dives into the recent breakout in silver prices and why it may just be the beginning. He breaks down the impact of AI-driven demand, tightening global supply, and the looming possibility of U.S. tariffs on imported silver. With gold soaring and silver playing catch-up, Bob explains why current price action could be a strong setup for traders and how...

Daniel Pavilonis, Senior Market Strategist, breaks down the recent spike in WTI crude prices amid rising tensions in the Middle East. He explores how geopolitical risk, inventory drawdowns, and U.S. yield curves are influencing oil markets — and why fair value may be closer to $60 despite recent highs. Is the war premium already priced in? Tune in for a tactical market outlook and key positioning...

In this episode of Rolling Trades, Senior Market Strategist John Caruso breaks down the latest macroeconomic developments shaking the markets. From renewed tariff tensions and the fiscal impact of the newly signed “Big Beautiful Bill,” to signs of a stagflationary setup emerging in Q3, Caruso outlines what traders need to know. He highlights cracks in the labor market, rising inflation projections...

Senior Market Strategist Tyler Herrmann breaks down what traders need to know as corn and soybean markets brace for the June 30 USDA report. From flexible option expirations and shifting spreads to acreage expectations and weather risks, this episode delivers timely insights on how to navigate volatility in the row crop markets. Plus, learn which strategies offer the most flexibility heading into...

In this episode of Rolling Trades, John Caruso and Alex Turro break down key macro trends including GDP shifts, inflation, and fiscal policy, along with breakout trades in silver, platinum, and crude oil. They also explore market dynamics driven by CTA flows and sentiment. Whether you’re trading hard assets or tracking policy shifts, this is a must-listen.

In this episode of Rolling Trades, Senior Market Strategist Daniel Pavilonis breaks down the recent shifts in the crude oil landscape. From OPEC+ production hikes to the surprising resilience of the U.S. economy, Dan explores how macroeconomic forces, summer demand, and interest rate movements are shaping energy markets. Tune in for a clear-eyed look at why the correlation between WTI and the 10-y...