Commodity Markets Under Pressure: China Trade Risks, Rare Earth Power Plays & Fed Rate Bets

Описание: Global markets start the week on edge as commodity prices face renewed pressure. Arlan Suderman, Chief Commodities Economist at StoneX, breaks down the key forces shaping today’s trade — from China’s uneasy diplomacy to the Fed’s next move and shifting fundamentals in U.S. agriculture.

Commodities Under Pressure – Energy, grain, and oilseed markets are sliding as volatility (VIX ≈ 22) stays elevated.
Fed Rate Cut Hopes – Stocks rise on renewed expectations of a Federal Reserve rate cut next month.
China Trade Update – Soybean purchases continue, but a formal trade deal remains unsigned.
Geopolitical Tensions – Rising friction between China and Japan, U.S. support for Taiwan, and rare-earth supply risks could shake global trade.
Rare Earths and Supply Chains – China’s dominance challenges Western manufacturing and defense sectors.
U.S. Beef Market Impact – Tyson’s closures tighten capacity and could influence cattle and beef prices.

Stay tuned for more updates connecting commodity fundamentals, geopolitics, and market psychology.

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