Ryan DelanyFeb 24, 20225 min readRusso-Ukraine Conflict and the Impact on Coffee (and Commodity) Markets#Russia has begun aerial bombardment of #Ukraine, including in the capital city of Kiev this morning. What many had hoped (including me)...
Ryan DelanyNov 1, 20215 min readThe Bear Case for CoffeeThe #Robusta spec position hit an all time high of 43% of OI and #Brazilian #farmers are reportedly holding back sales, referring to...
Ryan DelanyAug 5, 20215 min readA Macro Boon for CoffeeYesterday the #BrazilianCentral Bank announced a rate increase of 1% to combat the rising #inflation. This is the largest increase since...
Ryan DelanyJun 1, 20212 min readAre Rate Hikes Coming? Does it Matter?#Currencies and #FX are notoriously difficult to predict because they do not exist in a vacuum, one #currency affects all others. That...
Ryan DelanyMay 26, 20211 min readHalf-Pregnant CoffeeYou can't be half-pregnant, but that is exactly how the #coffeemarket looks right now. The technicals are equal parts #bullish and...
Ryan DelanyMay 24, 20211 min read#Inflation Trade Overdone?Given the outsized influence of the #macro bullishness on the #coffeemarket, it is important to revisit this topic. What's concerning to...