• CN10YT=RR
• EUR/USD
• GBP/USD
• GC
• HG
• NDX
• US10YT=X
• US2YT=X
• US500
• USD/CAD
• USD/JPY
• USD/MXN
• ZL
• ZS

How are CTAs positioned entering 2025?

CTAs have slightly gained 2.55% in 2024, recovering from volatility. Their positioning is polarized across fixed-income, commodities, and currencies, with significant market sensitivities.

• ZS

Exclusive-China's state importer books US soy purchases as tariff threat looms

Sinograin procures nearly 500,000 tons of U.S. soybeans over cheaper Brazilian options, driven by quality and reserve stockpiling, amidst trade tensions and market fluctuations.

• ZC
• ZS
• ZW

Cargill to terminate about 475 employees in Minnesota

Cargill will lay off 475 employees in Minnesota, representing a 5% workforce reduction amid declining revenues and low commodity crop prices.

• 1YMZ24
• ESZ24
• NDX
• NQZ24
• TSLA
• US500
• ZS

Futures bide time with focus on more data, Fed commentary

U.S. stock futures are steady following record highs, focusing on upcoming jobs data and Federal Reserve commentary amid expectations of potential interest rate cuts.

• HON
• MCHP
• TMDX
• ZS

After-hours movers: Zscaler, Honeywell, Microchip Technology and more

Zscaler and others fell in after-hours trading, while Credo Technology and Janux Therapeutics saw gains due to strong guidance and positive clinical data, respectively.

• ZS

Zscaler soft guidance overshadows Q1 earnings, revenue beat

Zscaler's Q1 performance exceeded estimates, but the company’s softer Q2 guidance led to a 7% stock drop in after-hours trading.

• Wc1
• ZC
• ZS

BofA sees more weakness ahead for grains and soy

BofA notes weak grain import demand, bearish soy outlook, and price projections for wheat, corn, and soybeans amid competition and macroeconomic forecasts.

• CLSK
• CRM
• DJI
• DOCU
• GME
• HPE
• IXIC
• LULU
• NDX
• SPXEW1
• ULTA
• US500
• ZS

Dow Jones, Nasdaq, S&P 500 weekly preview: Attention on November jobs data

• DX
• EUR/USD
• FCHI
• STLAM
• USD/CNH
• ZS

Morning Bid: Dollar flexes on Trump swipe, French politics, yuan slide

• ZC
• ZS
• ZW

How China reduced its reliance on US farm imports, softening trade war risks

China reduces reliance on U.S. agricultural imports amid trade tensions, diversifying sources and increasing local production for food security as tariffs threaten imports.