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The Baltic Exchange’s dry bulk freight index, which tracks rates for ships carrying dry bulk commodities, was up for a fourth session on Monday, rising by 1.8% to its highest since October 9 at 2,854 points. The capesize index, which typically transports 150,000-ton cargoes, including iron ore and coal, also advanced for fourth day, up 2.7% to a more than one-month high of 4,459 points. At the same time, the panamax index, which usually carries 60,000 to 70,000 tons of coal or grain, rose by 1.7% to its highest since October 26 at 2,037 points. Among the smaller vessels, the supramax index fell further by 0.3% to its lowest since October 8 at 1,810 points.

Baltic Dry Index Advances for 4th Day

Lumber decreased to 497.50 USD/1000 board feet, the lowest since September 2024. Over the past 4 weeks, Lumber lost 7.41%, and in the last 12 months, it decreased 5.48%.

Lumber Hits 25-month Low

The dollar Index fell nearly 0.4% to 101.8 on Monday, reversing some of Friday’s 0.7% rally, its largest daily gain in nearly six months. The greenback came under pressure amid declining oil prices, while the AI-driven market rotation lost momentum. Last week, a Democratic sweep of Congress last week prompted investors to price in the possibility of tighter regulation and potential constraints on AI-related capital expenditure. Meanwhile, markets are turning their attention to this week’s CPI and PPI releases, which are expected to signal an acceleration in both annual headline consumer and producer inflation. Against this backdrop, market-implied odds of another 25bps Fed rate hike next month currently stand at around 80%. The dollar weakened broadly, recording its steepest losses against the Australian dollar, euro and British pound.

Dollar Reverses on Monday

US wholesale inventories rose 0.7% month-on-month to $1,013.1 billion in September 2026, above the advance estimate of 0.6% and following an upwardly revised 0.6% increase in August. This marked the eighth consecutive monthly rise, signalling continued stock accumulation across the wholesale sector. Nondurable goods inventories increased 0.9%, accelerating from 0.1% in August, driven by petroleum (+10.6%), chemicals (+1.3%) and apparel (+2.6%). By contrast, farm product and alcohol inventories fell 7.4% and 1.8%, respectively. Durable goods inventories rose 0.6%, slowing from 0.9%, as gains in electrical goods (+2.5%) and hardware (+1.3%) outweighed declines in metal products (-0.9%) and automotive inventories (-0.5%). Compared with September last year, wholesale inventories increased 7.6%, also exceeding the initial estimate.

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