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...
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Ryan Delany
- Feb 24, 2022
- 5 min
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)...
1,204 views0 comments
Ryan Delany
- Feb 1, 2022
- 7 min
Coffee Calendar Spreads are On Fire
Yesterday, #Arabica #certifiedstocks dropped an impressive 70k and the #calendarspreads are going bananas. Calendar spreads in Arabica...
1,080 views0 comments
Ryan Delany
- Nov 1, 2021
- 5 min
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...
541 views0 comments
Ryan Delany
- Oct 18, 2021
- 3 min
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...
631 views0 comments
Ryan Delany
- Sep 22, 2021
- 3 min
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...
177 views0 comments
Ryan Delany
- Sep 15, 2021
- 4 min
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...
331 views0 comments
Ryan Delany
- Sep 7, 2021
- 4 min
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...
347 views0 comments
Ryan Delany
- Aug 9, 2021
- 4 min
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...
1,611 views0 comments
Ryan Delany
- Aug 4, 2021
- 3 min
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...
559 views0 comments
Ryan Delany
- Jul 27, 2021
- 3 min
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...
644 views0 comments
Ryan Delany
- Jun 24, 2021
- 2 min
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...
249 views0 comments
Ryan Delany
- Jun 1, 2021
- 2 min
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...
130 views0 comments
Ryan Delany
- May 26, 2021
- 1 min
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...
280 views0 comments
Ryan Delany
- May 24, 2021
- 1 min
#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...
27 views0 comments
Ryan Delany
- Apr 7, 2021
- 1 min
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...
86 views0 comments
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