Sector leaders: XLK +2.68%, XLI +0.59%, XLU -0.67%. Laggards: XLE -2.87%, XLRE -2.75%, XLP -2.68%. wide rotation — meaningful dispersion.
Deep dive →Daily Brief archive · 2026-06-19
Archived snapshot from 2026-06-19.
DXY +0.71% (firm) · EUR/USD -0.35% · USD/JPY +0.45% · USD/CNH +0.16%.
Deep dive →10Y at 4.45% · +0.00% today · curve normal (+0.79) · parallel today · vol very calm.
Deep dive →Groups: Ags +1.93% · Energy +0.54% · Metals -4.91%. Leaders: Orange Juice +6.28%, Corn +5.52%, Cocoa +5.26%, Cotton +3.16%. Laggards: Silver -8.23%, Coffee -7.83%, Palladium -7.46%, Platinum -7.32%.
Deep dive →Gold -4.24% · Silver -8.23% · Platinum -7.32% · Palladium -7.46% · Copper -2.03%.
Deep dive →Brent $79.66 (+0.14%) · WTI $75.91 (-1.15%) · B-W spread $+3.75 · NatGas $3.23 (+2.64%) · OVX geopolitical premium.
Deep dive →Grains avg +2.16% · Softs avg +1.79% · Leader Orange Juice +6.28% · Laggard Coffee -7.83%.
Deep dive →BTC -1.17% · ETH -1.93% · SOL -2.40% · F&G 14.
Deep dive →VIX 16.84 (normal) · -8.68% today · MOVE 65.4 · SKEW 146.7.
Deep dive →Cutting: BoE, SNB, RBA · On hold: US Fed, ECB, BoJ, BoC.
Deep dive →