Igor BragatoOct 233 min readImpact 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...
Ryan DelanyAug 9, 20226 min readLay of the Land#Coffee has confounded both bulls and bears with a sideways movement after one of the most dramatic bull markets in a generation. Since...
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 DelanyJun 20, 20213 min readThe Doomsday and Mini-Doomsday Inflation ScenariosThe #FederalReserve's #FOMC met this past week, and the results are relevant to us in the #coffeemarket, and indeed all of the...
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 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...
Ryan DelanyApr 28, 20211 min readCommodities Take a Break, Coffee Gets SupportWe have been talking about the "macro" trade recently with the entire #commoditymarket getting a boost from the weak #USdollar and...