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...

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...

#Russia has begun aerial bombardment of #Ukraine, including in the capital city of Kiev this morning. What many had hoped (including me)...

Yesterday, #Arabica #certifiedstocks dropped an impressive 70k and the #calendarspreads are going bananas. Calendar spreads in Arabica...

The #Robusta spec position hit an all time high of 43% of OI and #Brazilian #farmers are reportedly holding back sales, referring to...

After last month's surprise GCA stocks report, many of us in the #coffee industry were watching closely this week's report, because the...

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...

A few months back I wrote about the +22 inversion in #Robusta #coffeemarket and how that market gets "squeezed". Since then, the F/H...

Like yin and yang, the Law of #Supply and the of Law of #Demand are complementary economic truths: When prices are high, supply...

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...

Last week's #COT contained a curious fact: during the rally up above 200 cents the #specs actually sold rather than bought. This is...

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...

We have a fundamental disconnect between #CertStocks which are approaching the 5 year highs and #GCAstocks which are flirting with their...

#Currencies and #FX are notoriously difficult to predict because they do not exist in a vacuum, one #currency affects all others. That...

You can't be half-pregnant, but that is exactly how the #coffeemarket looks right now. The technicals are equal parts #bullish and...

Given the outsized influence of the #macro bullishness on the #coffeemarket, it is important to revisit this topic. What's concerning to...

I have often remarked on the inverse correlation between price and #commodity inventory (stocks). In #coffeemarket the two most relevant...