Commentary From the Trading Desk at Stipelis

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Easy‑to‑understand insights on stock index futures, interest rates, commodities, and currencies. Host Stephen Coleman breaks down market trends, risks, and key signals so you can stay informed without the noise. Markets move fast—this podcast helps you keep up with what matters.

  1. 5d ago

    Markets Climb a Wall

    From The Trading Desk at Stipelis   Daily Market Commentary - Thursday, July 10, 2026 Markets pushed higher this morning as investors looked pastgeopolitical concerns and focused on technology strength, stable economic data, and easing oil prices. The Fed, inflation, and Middle East developments remain key themes. Follow the Trading Desk at Stipelis  for Market Commentary   Stipelis Global Trading LLC is registered with the Commodity Futures Trading Commission and is a member of the National Futures Association.   Member ID 0474441     The opinions expressed are those of Stipelis Global TradingLLC and are provided for informational and market commentary purposes only. They are not intended as investment recommendations. Individuals should makeinvestment decisions based on their own analysis and in consultation with a financial advisor.   THE RISK OF LOSS IN TRADING COMMODITY INTERESTS CAN BE SUBSTANTIAL. YOU SHOULD THEREFORE CAREFULLY CONSIDER WHETHER SUCH TRADING ISSUITABLE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION.

  2. Jul 2

    The Market Gets it Wrong....Sometimes

    From the Trading Desk The Strategy Session - The Markets Are Wrong For decades, investors operated under the assumption thatstocks would remain the center of the investment universe while commodities occupied a supporting role. Recent market behavior has raised questions about whether that relationship could evolve over time. George Soros built much of his thinking around the idea thatmarkets are not always correct. Prices influence behavior, behavior changes reality, and reality then reinforces prices. That cycle can continue for years before conditions begin to shift. The recent strength in real assets alongside signs offatigue in some areas of the equity market has renewed interest in this concept. Commodities, energy, metals and agricultural markets often move quietly for long periods before returning to the center of economic discussion. Whether this becomes a temporary development or thebeginning of a larger shift remains to be seen. What appears clear is that markets are capable of becoming deeply attached to narratives that eventually require reexamination. Explore this week's Strategy Session from the Trading Deskat Stipelis. https://stipelis.com/the-markets-gets-it-wrong/   Stipelis Global Trading LLC is registered with the CommodityFutures Trading Commission and is a member of the National Futures Association. Member ID 0474441   The opinions expressed are those of Stipelis Global TradingLLC and are considered market commentary. They are not intended to act as investment recommendations. Individuals should make investment decisions based on their own analysis and with direct consultation with a financial advisor.  THE RISK OF LOSS IN TRADING COMMODITY INTERESTSCAN BE SUBSTANTIAL. YOU SHOULD THEREFORE CAREFULLY CONSIDER WHETHER SUCH TRADING IS SUITABLE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION.

  3. Jun 22

    Markets Pause, Tension Builds

    From The Trading Desk at Stipelis  Daily Market Commentary – Markets Press Pause as Tension Builds  Monday, June 22, 2026 Markets are showing a quieter but more conflicted tone thismorning. Equity indices are mixed, with the Dow holding modest gains while theS&P and Nasdaq trade slightly lower. Small caps are showing relativestrength, suggesting some underlying risk appetite remains. At the same time,volatility is moving higher, signaling a level of unease beneath the surface. Energy markets are drawing attention, with crude oil pullingback close to four percent. This shift comes even as geopolitical concerns remain in focus, suggesting that supply fears may be stabilizing for now. Gold is also softer, reflecting a mild reduction in immediate safe haven demand. The US dollar is steady and holding its ground, whileTreasury futures are slipping slightly. This combination suggests that interest rate expectations remain firm and that investors are still watching inflationand policy signals closely. Stipelis Global Trading LLC is registered with theCommodity Futures Trading Commission and is a member of the National FuturesAssociation.   Member ID 0474441   The opinions expressed are those of Stipelis Global TradingLLC and are provided for informational and market commentary purposes only.They are not intended as investment recommendations. Individuals should makeinvestment decisions based on their own analysis and in consultation with afinancial advisor.   THE RISK OF LOSS IN TRADING COMMODITY INTERESTS CAN BESUBSTANTIAL. YOU SHOULD THEREFORE CAREFULLY CONSIDER WHETHER SUCH TRADING ISSUITABLE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION.

  4. Jun 18

    A Hawkish Fed Shakes Up the Markets

    From The Trading Desk at Stipelis   Daily Market Commentary -   Wednesday, June 17, 2026 The Federal Reserve left rates unchanged at 3.50% to 3.75%,but the tone of the meeting marked a clear shift. The central bank moved away from earlier signals that suggested possible rate cuts and instead emphasized that inflation remains above target. Updated projections showed a higherexpected rate path, with several officials now pointing toward the possibility of hikes later in 2026. Markets reacted quickly. Stocks moved lower, short-termyields pushed higher, and the dollar strengthened. Gold declined as pressure from rising yields returned. The overall move reflected a reset in expectations after markets had leaned toward easing. What stood out most was the broader change in approach under the new Fed chair. Communication was simplified, forward guidance was reduced, and a number of internal reviews were launched. The result is a central bankthat is less predictable and more reactive to incoming data. The main takeaway is straightforward. Policy did not changetoday, but the direction of thinking did. Inflation, energy prices, and geopolitical risk will continue to shape the path forward. Stipelis Global Trading LLC is registered with theCommodity Futures Trading Commission and is a member of the National FuturesAssociation. Member ID 0474441 The opinions expressed are those of Stipelis Global TradingLLC and are provided for informational and market commentary purposes only.They are not intended as investment recommendations. Individuals should makeinvestment decisions based on their own analysis and in consultation with afinancial advisor.   THE RISK OF LOSS IN TRADING COMMODITY INTERESTS CAN BESUBSTANTIAL. YOU SHOULD THEREFORE CAREFULLY CONSIDER WHETHER SUCH TRADING ISSUITABLE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION.

  5. Jun 15

    Markets Climb on Global Optimism

    From The Trading Desk Daily Market Update-Monday, June 15, 2026 Markets Climb – Global optimism lifts equities Markets are moving higher as tensions ease and oil pullsback. Bond yields are lower ahead of the Fed meeting. The current tone reflectsrelief more than conviction, with attention shifting toward what policymakerssignal next. Follow the Trading Desk for Market Commentary   Stipelis Global Trading LLC is registered with theCommodity Futures Trading Commission and is a member of the National Futures Association. Member ID 0474441 The opinions expressed are those of Stipelis Global TradingLLC and are provided for informational and market commentary purposes only. They are not intended as investment recommendations. Individuals should makeinvestment decisions based on their own analysis and in consultation with a financial advisor.   THE RISK OF LOSS IN TRADING COMMODITY INTERESTS CAN BE SUBSTANTIAL. YOU SHOULD THEREFORE CAREFULLY CONSIDER WHETHER SUCH TRADING ISSUITABLE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION.

  6. Jun 9

    Market Commentary from The Trading Desk at Stipelis for Tuesday, June 9, 2026

    From The Trading Desk at Stipelis The Daily Market Update Tuesday, June 9, 2026 Tech stocks are Leading the Market Lower Markets are pulling back after recent strength, with techleading declines and oil dropping sharply. Volatility is rising from low levels while yields stay steady, pointing to a reset in sentiment rather than a clear shift in trend. Follow the Trading Desk for Market Commentary   Stipelis Global Trading LLC is registered with theCommodity Futures Trading Commission and is a member of the National Futures Association. Member ID 0474441 The opinions expressed are those of Stipelis Global TradingLLC and are provided for informational and market commentary purposes only. They are not intended as investment recommendations. Individuals should makeinvestment decisions based on their own analysis and in consultation with a financial advisor.   THE RISK OF LOSS IN TRADING COMMODITY INTERESTS CAN BE SUBSTANTIAL. YOU SHOULD THEREFORE CAREFULLY CONSIDER WHETHER SUCH TRADING ISSUITABLE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION.

  7. May 28

    Market Commentary From the Trading Desk at Stipelis

    Thursday, May 28, 2026 Daily Market Commentary Markets showed steady strength with equities pushing higher and volatility declining. Gold gained alongside a softer dollar,while crude oil faded after early strength. Overall tone reflected stable participation and moderate risk appetite. Follow the Trading desk at stipelis for market commentary.   Stipelis Global Trading LLC is registered with the CommodityFutures Trading Commission and is a member of the National Futures Association. Member ID 0474441   The opinions expressed are those of Stipelis Global TradingLLC and are considered market commentary. They are not intended to act as investment recommendations. Individuals should make investment decisions based on their own analysis and with direct consultation with a financial advisor.     THE RISK OF LOSS IN TRADING COMMODITY INTERESTS CAN BE SUBSTANTIAL. YOU SHOULD THEREFORE CAREFULLY CONSIDER WHETHER SUCH TRADING ISSUITABLE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION.

  8. May 21

    From The Trading Desk at Stipelis

    Daily Market update for Wednesday, May 20, 2026 The May 20 session was defined by rotation rather thandirectional conviction. The combination of falling yields, strong equity performance, and aggressive energy selling reflects a market in transition, where capital is being reallocated in response to evolving macro assumptions. The Russell 2000’s outperformance and crude oil’s declineare not isolated events but rather linked outcomes of the same underlying shift. Markets moved away from inflation-sensitive, commodity-driven exposure and toward assets that benefit from easing financial conditions. This type of environment typically produces sharpdivergences across sectors, as seen in this session. While the broader trend in some markets remains intact, the price action highlights how quickly positioning and expectations can adjust when key inputs, particularly interestrates, begin to move. Follow the Trading Desk at Stipelis for Market Commentary Stipelis Global Trading LLC is registered with the CommodityFutures Trading Commission and is a member of the National Futures Association. Member ID 0474441   The opinions expressed are those of Stipelis Global TradingLLC and are considered market commentary. They are not intended to act as investment recommendations. Individuals should make investment decisions based on their own analysis and with direct consultation with a financial advisor.     THE RISK OF LOSS IN TRADING COMMODITYINTERESTS CAN BE SUBSTANTIAL. YOU SHOULD THEREFORE CAREFULLY CONSIDER WHETHER SUCH TRADING ISSUITABLE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION.

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Easy‑to‑understand insights on stock index futures, interest rates, commodities, and currencies. Host Stephen Coleman breaks down market trends, risks, and key signals so you can stay informed without the noise. Markets move fast—this podcast helps you keep up with what matters.

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