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 markers to support disciplined decision making. The conversation also covers managing trade conviction, using both full size and micro contracts, and staying mindful of major market events.

This episode highlights how a data driven, structured approach can help traders move beyond gut based decisions and build consistency, risk control, and long term confidence.

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 discussing potential market trends as we move into 2026.

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 tempered long-term expectations. 

He also digs into the latest EIA data, China’s slower manufacturing activity, and the technical setup pointing to contained downside momentum — including what a break below fifty five could mean. Daniel highlights the key catalysts to watch from OPEC signals and capacity audits to macro trends, geopolitics, and yield movements shaping the narrative heading into 2026

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.

John also shares his outlook on precious metals, highlighting consolidation patterns in gold and silver, supply tightness, and the bullish setup he sees heading into 2026. He closes with an update on crude oil’s continued downtrend and the macro forces shaping energy prices.

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 contracts and what traders should watch ahead of first notice day. The episode wraps with expectations for the November WASDE report and how yield estimates and ending stock projections may influence grain markets going into the new year.

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&P 500 pullback and a strong U.S. dollar to gold, silver, copper, and platinum, where long-term fundamentals still appear supportive. John also examines Bitcoin’s recent trend break and the potential for a deeper sell-off if key levels fail.

Plus, he covers why natural gas may be poised for a move higher despite bearish fundamentals, and why crude oil looks vulnerable to further downside in the months ahead.

If you follow macro drivers, trade signals, or are positioning into year-end, this is a timely breakdown you won’t want to miss.

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 pullback amid strong central-bank demand, and why copper may be the next major accumulation trade as electrification and infrastructure expansion collide with tight global supply.

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 copper’s outlook amid tariff volatility and rising long-term industrial demand, along with how traders can use futures and options to manage risk in the current metals landscape.

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 and how it may be signaling broader market caution. Haberkorn explains the conditions that could trigger a pullback in equities and why gold and silver may continue to climb even as stocks soften.