Markets
Latest available market stress readings.
The daily numbers behind the scenario ordering — stress bands, movers, and what's driving them. Readings, not predictions.
Markets today
- SugarSignificant+2.0 vs yesterday+26.5%1Y · Oct ’265/10
SBH27.NYB Mar-2027 backwardation, steepening — prompt premium widening, implied convenience yield rising
Top exporter: Brazil · 47.4% of world sugar exports · 2024 trade value
- RiceSignificant±0 vs yesterday+37.4%1Y · Oct ’265/10
- Orange juiceLimited±0 vs yesterdayno history—1Y4/10
- CopperLimited±0 vs yesterday+35.1%1Y · Oct ’264/10
- CoffeeLimited−2.0 vs yesterday-16.9%1Y · Oct ’263/10
KCZ26.NYB Dec-2026 backwardation (flattening) — prompt premium, inventories tight
Top exporter: Brazil · 34.5% of world coffee exports · 2024 trade value
- CornLimited±0 vs yesterday+14.3%1Y · Oct ’263/10
- CottonLimited±0 vs yesterday+19.0%1Y · Oct ’263/10
- PlatinumLimited+2.0 vs yesterday+0.3%1Y · Oct ’263/10
PLF27.NYM Jan-2027 contango (stable) — deferred premium, near-term supply ample
Top exporter: Hong Kong · 17.5% of world platinum exports · 2024 trade value
- Live cattleLimited±0 vs yesterdayno history—1Y3/10
- LumberLimited+1.0 vs yesterdayno history—1Y3/10
LBRX26.CME Nov-2026 backwardation (stable) — prompt premium, inventories tight
Top exporter: Canada · 18% of world lumber exports · 2024 trade value
- CocoaMuted±0 vs yesterday-3.4%1Y · Oct ’262/10
- SoybeansMuted±0 vs yesterday+27.5%1Y · Oct ’262/10
- WheatMuted±0 vs yesterday+37.3%1Y · Oct ’262/10
- Natural rubberMuted−1.0 vs yesterday+49.1%1Y · Oct ’262/10
Palembang: soil moisture extremely wet
Top exporter: Thailand · 30.7% of world natural rubber exports · 2024 trade value
- Crude oilMuted−1.0 vs yesterday+66.2%1Y · Nov ’262/10
- Palm oilMuted±0 vs yesterday+7.9%1Y · Oct ’261/10
- VanillaMuted−1.0 vs yesterdayno history—1Y0/10
El Nino pattern in the Pacific (ONI +2.46, ASO 2026) — shifts rainfall in growing regions
Top exporter: Madagascar · 63.8% of world vanilla exports · 2024 trade value
Stress scores from the commodity monitor · data as of Nov 9, 2026 · deltas vs the previous run · 1Y change in monthly average · World Bank Pink Sheet / EIA