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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)...
Ryan Delany
Feb 24, 20225 min read
1,245 views
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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...
Ryan Delany
Nov 1, 20215 min read
549 views
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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...
Ryan Delany
Aug 5, 20215 min read
422 views
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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...
Ryan Delany
Jun 1, 20212 min read
134 views
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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...
Ryan Delany
May 26, 20211 min read
284 views
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#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 Delany
May 24, 20211 min read
30 views
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