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
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...
1,217 views0 comments
Igor Bragato
Dec 1, 20213 min read
Technical Studies #1: Using the RSI for Coffee Trading
One of the most useful #TechnicalAnalysis indicators for #commodities in general, and the #coffeemarket in particular, is the Relative...
588 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
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...
341 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
Sep 2, 20213 min read
The Struggle for $2 Coffee, Comparison with 2014
4 days in a row now #CoffeeMarket has tried and failed to break the psychologically significant 200 level. Back in 2014 #coffeefutures...
373 views0 comments
Ryan Delany
Aug 16, 20213 min read
GCA Stocks Return to Seasonal Expectations, Confirms Deficit
Last month the #GCAstocks, shocked to the downside when they came in below expectations at 5.78 mm bags. This month, we have a...
230 views0 comments
Ryan Delany
Aug 12, 20213 min read
Brazil Coffee: A Little Dry, or Very Dry?
For the past several weeks and months we have been hearing about #drought and #dryness in Brazil (from our friends like analysts Judy...
311 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...
2,122 views0 comments
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...
422 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 22, 20214 min read
Bad to Worse: Frost Update 7/22/2021
In my post from a few days ago, I said that the extent of the damage was not yet known. In the two days since then, the situation has...
710 views2 comments
Ryan Delany
Jun 21, 20211 min read
Tis the Silly Season
We have now officially entered the #SillySeason as we prepare for potential #Frosts in #Brazil. According to my #Seasonality report, this...
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Ryan Delany
Jun 20, 20213 min read
The Doomsday and Mini-Doomsday Inflation Scenarios
The #FederalReserve's #FOMC met this past week, and the results are relevant to us in the #coffeemarket, and indeed all of the...
172 views0 comments
Ryan Delany
Jun 9, 20212 min read
Who's the Smart Money Here?
The #coffeemarket has been consolidating for the last two weeks after its rapid rise up since the beginning of April. The question now...
125 views0 comments
Ryan Delany
Jun 3, 20212 min read
Bearish Specs Appear
Over the last few days we have seen the new highs fail and fall along with the #bullish excitement. Meanwhile we have seen #openinterest...
133 views0 comments
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...
527 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
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