StoneX's 2026 Top Trades: What Matters for Your Money
StoneX published "The Top Trades to Watch in 2026" by Vincent Deluard on May 1, 2026. Deluard is Director of Global Macro Strategy at StoneX, and the piece sits in the firm's insights archive. StoneX Insights
Deluard has more than 18 years covering capital markets. StoneX Experts His role covers global macro strategy — a broad view across rates, currencies, stocks and commodities for institutional clients.
StoneX is a Nasdaq-listed public company with ticker SNEX. StoneX Market Intelligence Its market intelligence feed brings together research from different asset classes and desks, with dates that show when each item was published.
On September 15, 2026, that feed listed "Fed Tightening After Insurance Cuts Left the Dollar Weaker in 1999" by David Scutt and "China's Milk Powder Glut Turns Importers Into Competing Suppliers" by Nate Donnay. StoneX Market Intelligence The two were separate posts on the same date, one on U.S. rate policy and the dollar response and the other on dairy supply and trade flows.
StoneX also published a Q&A with Vincent Deluard on whether long-term inflation, a sustained rise in prices, could return to Western economies. StoneX In Focus The format is an interview rather than a trade list or single-market note, and it focuses on the long-run inflation backdrop rather than the timing of the next policy move.
The broader context here is how professional investors use this type of sell-side research. A year-ahead top-trades package is not a lone forecast. It sets out position logic, how markets may move together, and how much risk to take. Readers check it for consistency across bonds, currencies, credit and commodities, and for where it disagrees with market pricing.
Looking at what this means for reading the archive, sequencing matters. The May 1 Deluard piece is the 2026 framework. The September 15 Scutt and Donnay posts add a historical case and a commodity detail. The inflation Q&A adds the longer-term view. For portfolio construction and risk management, the value is in combining those layers rather than treating any single title as a standalone call.
