Impact of Recent USD Trends on the Coffee Market – a Retrospective
The US #dollar is one of the many factors (of which fundamentals are primary) that influence the #coffeemarket. Notably in the last two...
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Ryan Delany
Nov 15, 20227 min read
End of an Era: Coffee Market Back in Carry
The current Z/H #calendarspread has been inverted for an entire year (November 2021) and today, it touched a low of -2.6c and is...
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Igor Bragato
Oct 6, 20227 min read
How the Brazilian Elections Affect the Coffee Market
The Brazilian presidential elections are happening and the question that arises for us is: how does this affect the #coffeemarket? In...
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Igor Bragato
Sep 21, 20223 min read
Brazilian Coffee Market Outlook - With Cocapec
On Sep 1st, 2022 we spoke with Adilson Machado, the manager of Cocapec, one Brazil’s premier Coffee Coops. Adilson himself is deeply...
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Ryan Delany
May 25, 20228 min read
Changing Landscape in the Coffee Market
The #coffeemarket is in a very different dynamic than it was 3 months ago, and we are getting near to a new paradigm: the bear market. In...
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Ryan Delany
Apr 21, 20225 min read
Understanding the US Dollar Impact on the Coffee Market – Part 2 – Predicting the USD
The #USD directly impacts the price of #coffee (and all #commodities): Dollar strength lowers the prices of commodities and coffee, and...
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Ryan Delany
Feb 18, 20227 min read
Understanding the US Dollar Impact on the Coffee Market - Part 1
#Coffee is both a financial product and a global #commodity. It is cultivated, consumed, shipped and traded across almost every country...
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Ryan Delany
Jan 18, 20227 min read
Real Deal on the Brazilian Real: How Brazilian Forex Influences the Coffee Market
Our first rule of our coffee trading rules is “Know Brazil, know the BRL”. #Brazil is the powerhouse of the #coffeemarket. Boasting the...
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Ryan Delany
Nov 30, 20214 min read
OMG, Omicron! and the Effects on the Coffee Market
Today Fed Chairman Powell gave testimony before the US Senate where he cautioned on the economic impact of the #Omicron Variant on the US...
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Ryan Delany
Nov 11, 20213 min read
7 Data Points to Watch in Coffee
#Coffee is a rapidly changing market and while conviction is essential, we need to be prepared to change our view when the facts change....
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Ryan Delany
Aug 5, 20215 min read
A Macro Boon for Coffee
Yesterday the #BrazilianCentral Bank announced a rate increase of 1% to combat the rising #inflation. This is the largest increase since...
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Ryan Delany
Jul 8, 20213 min read
FOMC Might be Bullish Coffee
I read the Federal Reserve minutes so you don't have to! Steady as she goes from the #FederalReserve. This may disappoint #USD bulls who...
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Ryan Delany
May 28, 20213 min read
*Is the Rally Here?*
Another big day in the #CoffeeMarkets this time spurred by two pieces of news: 1) Brazilian gov't is issuing water advisories in several...
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Ryan Delany
May 17, 20211 min read
Don't Fight the Fed
Well the Macro picture has once again raised its ugly head. #Federalreserve Vice Chair Clarida said the weak April payroll report shows...
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Ryan Delany
May 4, 20211 min read
#Bullish #Coffee Spreads Driven by #Fundamentals?
The back month calendar spreads are firm. U22/Z22 is backwardated as of this writing and H22/K22, K22/N22, N22/U22, are all > -1 and...
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