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Ryan Delany
Jun 64 min read
Cotton Report Focus #1: Seasonals
Updated: May 22, 2024 In my quest to offer you the best information and resources available on the cotton market, I will be doing doing a...
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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...
591 views0 comments
Ryan Delany
Feb 24, 20225 min read
Russo-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)...
1,244 views0 comments
Ryan Delany
Feb 1, 20227 min read
Coffee Calendar Spreads are On Fire
Yesterday, #Arabica #certifiedstocks dropped an impressive 70k and the #calendarspreads are going bananas. Calendar spreads in Arabica...
1,224 views0 comments
Ryan Delany
Nov 1, 20215 min read
The Bear Case for Coffee
The #Robusta spec position hit an all time high of 43% of OI and #Brazilian #farmers are reportedly holding back sales, referring to...
549 views0 comments
Ryan Delany
Oct 18, 20213 min read
Coffee Report Focus #4: GCA Stocks
After last month's surprise GCA stocks report, many of us in the #coffee industry were watching closely this week's report, because the...
669 views0 comments
Ryan Delany
Sep 22, 20213 min read
What to Expect When Your Expecting (a Fed Press Release) *Coffee Market Edition*
In just a few short hours, the #FOMC (230pm EST) will be making a statement and the markets will be reacting. For people in the #coffee...
185 views0 comments
Ryan Delany
Sep 15, 20214 min read
Robusta Inversion, Peak or Just Getting Started?
A few months back I wrote about the +22 inversion in #Robusta #coffeemarket and how that market gets "squeezed". Since then, the F/H...
342 views0 comments
Ryan Delany
Sep 7, 20214 min read
The Trade is Bullish (the Roaster is Not)
Like yin and yang, the Law of #Supply and the of Law of #Demand are complementary economic truths: When prices are high, supply...
368 views0 comments
Ryan Delany
Aug 9, 20214 min read
Coffee Report Focus #1: Seasonals
In my quest to offer you the best information and resources available on the coffee market, I will be doing doing a series of posts about...
2,182 views0 comments
Ryan Delany
Aug 4, 20213 min read
A Curious Coffee COT Report
Last week's #COT contained a curious fact: during the rally up above 200 cents the #specs actually sold rather than bought. This is...
599 views0 comments
Ryan Delany
Jul 27, 20213 min read
Volatility and Inversion in the Calendar Spreads
The #Arabica #coffeemarket was inverted by 5 bps in N22/U22 as of 7:18am. This is VERY unusual. I'm not trying to be alarmist here, I...
678 views0 comments
Ryan Delany
Jun 24, 20212 min read
GCA Stocks vs KC Stocks Which Determines Price?
We have a fundamental disconnect between #CertStocks which are approaching the 5 year highs and #GCAstocks which are flirting with their...
276 views0 comments
Ryan Delany
Jun 1, 20212 min read
Are 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...
134 views0 comments
Ryan Delany
May 26, 20211 min read
Half-Pregnant Coffee
You can't be half-pregnant, but that is exactly how the #coffeemarket looks right now. The technicals are equal parts #bullish and...
284 views0 comments
Ryan Delany
May 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...
30 views0 comments
Ryan Delany
Apr 7, 20211 min read
The Inverse Relationship between Stocks and Price
I have often remarked on the inverse correlation between price and #commodity inventory (stocks). In #coffeemarket the two most relevant...
107 views0 comments
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