Forget Stocks and Oil - It's All About Cattle and Sulfuric Acid!!!

Why It Matters

These moves affect inflation expectations, sector returns and hedging strategies—commodity price swings can feed through to consumer prices and corporate costs, while rate outlook and geopolitical developments will shape positioning across equities, bonds and commodities. Markets remain sensitive, creating both risk and trading opportunities.

Summary

On the Futures Rundown Mark Longo and Schwab’s Kevin Green parsed choppy markets driven by hawkish Fed minutes, rising Treasury yields, and renewed optimism over a possible U.S.-Iran deal that pulled oil below $100. Equities showed volatility but recovered modestly, while commodities led the week’s gains—feeder cattle, U.S. Midwest steel, rough rice, ethanol and natural gas were standout performers, with natural gas up about 3.3%. Kevin noted persistent technical support for WTI despite the pullback and highlighted seasonal supply dynamics and weather-driven demand for natural gas. Traders are repositioning across futures as macro, geopolitical and weather risks continue to fuel rapid swings.

Original Description

Forget equities and crude — this week The Futures Rundown heads straight into the weird and wonderful world of futures. Mark Longo and Kevin Green (Schwab Network) break down cattle markets, calf prices, sulfuric acid shortages, copper supply issues, energy, metals, natural gas, coffee, and the latest geopolitical drivers moving futures markets.

Plus: rates, tech trade impacts, dairy surprises, and a listener-powered calf naming contest.