Rolling Trades with RJO Futures
by RJO Futures
Stay ahead of the markets with RJO Futures Weekly Podcast, Rolling Trades, where RJO Senior Market Strategists break down the big market moves, share trading strategies, and preview upcoming key events. Tune in for insights into the futures and commodities industry every week.
Episodes
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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...
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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.
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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…
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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...
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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...
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A Smarter Approach to Daily Trading
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...
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The Grain Market Now and What’s Likely Next
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...
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Breaking Down the Latest USDA Reports: Grain Stocks, WASDE, and Technical Outlook
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...
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OPEC Strategy, Soft Demand, and the Path Ahead for Crude
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...
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Breaking Down Jobs Data, Market Trends, and Metals
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...
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Grain Market Momentum and WASDE Expectations
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...
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Fed Cuts, Metals Strength, Crypto Weakness, and Energy Trends
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…
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AI Investment Boom, Fed Rate Cuts, and the Next Metals Play
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...
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Silver Shortages, Surging Demand, and the Metals Rally Ahead
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…
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Gold Hits $4,000 as Fears of a Stock Slide Grow
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...
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Q3 Market Recap: Stocks, Metals, Energy, and the Fed’s Next Moves
In this episode of Rolling Trades with RJO Futures, Senior Market Strategist Bill Dixon recaps Q3 performance across stocks, metals, and energy markets. He highlights strong gains in equities and precious metals, the challenges facing crude oil, and the resilience of natural gas. Bill also breaks...
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Inflation, Reflation, and the Fed’s Long Road to 2%
John Caruso, Senior Market Strategist at RJO Futures, explains why the Fed’s recent 25-basis-point cut is “risk management” and why another 25 basis points may come in October and December. He describes how monetary and fiscal policies are creating a reflationary backdrop in the U.S. and…
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Fed Cuts, Inflation Pressures, and the Commodities Surge
In this episode of Rolling Trades, Senior Market Strategist John Caruso breaks down the latest Fed rate cut, rising inflation risks, and the outlook for U.S. growth. He covers consumer sentiment trends, labor market weakness, and why the Fed may be abandoning its 2% inflation target. John also...
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Metals Surge, Inflation Ticks Up, and All Eyes on the Fed
In this episode of Rolling Trades, Senior Market Strategist Alexander Turro breaks down the latest CPI data, highlighting a mixed inflation picture with rising food and core goods prices. He covers the sharp moves in commodities—silver hits a 14-year high, copper reaches all-time highs—and…
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Silver’s Breakout: Supply Crunch, AI Demand, and the Tariff Threat
In this episode of Rolling Trades, Bob Haberkorn dives into the recent breakout in silver prices and why it may just be the beginning. He breaks down the impact of AI-driven demand, tightening global supply, and the looming possibility of U.S. tariffs on imported silver. With gold soaring and...
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Oil, Yields, and Geopolitics: What’s Driving Crude Now
Daniel Pavilonis, Senior Market Strategist, breaks down the recent spike in WTI crude prices amid rising tensions in the Middle East. He explores how geopolitical risk, inventory drawdowns, and U.S. yield curves are influencing oil markets — and why fair value may be closer to $60 despite recent...
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Stagflation Signals, Tariff Talk, and the Golden Hedge
In this episode of Rolling Trades, Senior Market Strategist John Caruso breaks down the latest macroeconomic developments shaking the markets. From renewed tariff tensions and the fiscal impact of the newly signed “Big Beautiful Bill,” to signs of a stagflationary setup emerging in Q3, Caruso...
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Corn, Soybeans & the USDA: What Traders Need to Know
Senior Market Strategist Tyler Herrmann breaks down what traders need to know as corn and soybean markets brace for the June 30 USDA report. From flexible option expirations and shifting spreads to acreage expectations and weather risks, this episode delivers timely insights on how to navigate...
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Global Shifts and Hard Assets: Inflation, Tariffs, and Breakout Trades
In this episode of Rolling Trades, John Caruso and Alex Turro break down key macro trends including GDP shifts, inflation, and fiscal policy, along with breakout trades in silver, platinum, and crude oil. They also explore market dynamics driven by CTA flows and sentiment. Whether you’re trading...
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Crude Realities: OPEC Moves, Summer Seasonality, and the WTI-Rate Connection
In this episode of Rolling Trades, Senior Market Strategist Daniel Pavilonis breaks down the recent shifts in the crude oil landscape. From OPEC+ production hikes to the surprising resilience of the U.S. economy, Dan explores how macroeconomic forces, summer demand, and interest rate movements…
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The Psychology of Managed Futures: Discipline, Detachment, and the Mental Edge
In this episode of Rolling Trades, Senior Market Strategists Bob Haberkorn and Todd Fulton dive deep into the mental side of trading—specifically within the world of Managed Futures. They explore the importance of sticking to a process, managing risk, and avoiding the emotional traps that can...
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Gold’s Skyrocket, Silver’s Stability, and Platinum’s Potential
In this episode, Bob Haberkorn from RJO Futures breaks down the current landscape of precious metals. With gold soaring past $3,300 and investor hesitation growing, Bob explores smarter entry points in silver and platinum. Learn why platinum’s breakout could signal a major buying opportunity, how...
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Episode 1: Macro Trends, Market Signals, and a Look at What’s Moving
Welcome to the debut episode of Rolling Trades by RJO Futures. Senior Market Strategist JohnCaruso kicks things off with a deep dive into the current macroeconomic landscape. From GDPtrends and inflation data to earnings surprises and labor market updates, John breaks down theforces shaping…
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About this show
Stay ahead of the markets with RJO Futures Weekly Podcast, Rolling Trades, where RJO Senior Market Strategists break down the big market moves, share trading strategies, and preview upcoming key events. Tune in for insights into the futures and commodities industry every week.
Hosted by
RJO Futures