Rolling Trades with RJO Futures

Growth, Inflation, Labor Trends, and Fed Policy

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 next move. With stagflation risks rising and recession probabilities climbing, the discussion breaks down how growth, inflation, labor data, and energy markets are converging to influence policy decisions and market outlook

Grain Markets, Iran Conflict, and Global Export Flows

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.

Geneva Talks, Crude Inventories, Gold Levels, and Rate Cut Expectations

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 dollar’s strength near resistance, and shifting expectations around July rate cuts. Finally, he connects recent tariff commentary and energy policy themes to broader commodity demand, offering a framework for navigating headline driven volatility in the weeks ahead.

Grain Data, Market Trends, and Technical Signals

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—examining open interest, price action, and chart structure—to help clarify market momentum and identify potential opportunities in today’s trading environment.

February WASDE Breakdown and What’s Next for Corn, Soybeans, and Wheat

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 implement effective risk management.