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Why Coffee Certs are Different Now, and NOT Bearish
One of the most important data points to follow in the #coffeemarket is the certified stocks. Every day, I send out my #Coffee...

Ryan Delany
Aug 19, 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...

Ryan Delany
Aug 16, 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...

Ryan Delany
Aug 12, 20213 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...

Ryan Delany
Aug 9, 20214 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...

Ryan Delany
Aug 5, 20215 min read


Staying Ahead of the Market
It is a terrible feeling to wake up one morning and see that your position has gone against you. Many #exporters and #tradehouses have...

Ryan Delany
Jul 28, 20212 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...

Ryan Delany
Jul 27, 20213 min read


The Pied Piper of Coffee
Back in October 2020, the Pied Piper of the Brazil drought led away all of the bearish Rats from the #CoffeeMarket, and now he has...

Ryan Delany
Jul 13, 20212 min read


FOMC Might be Bullish Coffee
I read the Federal Reserve minutes so you don't have to! Steady as she goes from the #FederalReserve. This may disappoint #USD bulls who...

Ryan Delany
Jul 8, 20213 min read


Buy the Rumor, Sell the Fact: Coffee Frost Risk in 2021
"Buy the Rumor, Sell the Fact" is a favorite phrase in the coffee community, and it is one that we hear every year around this time of...

Ryan Delany
Jul 2, 20212 min read


What's in a Frost?
The #weather forecast is showing #frost in one of the largest producing areas in #Brazil by Jul 1st, if this materializes then we could...

Ryan Delany
Jun 28, 20212 min read


The Truth about Inflation and Coffee
The #CPI numbers came out and they were high, even higher than expected. The numbers for May were an increase of 0.6% which was 50%...

Ryan Delany
Jun 10, 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...

Ryan Delany
Jun 9, 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...

Ryan Delany
Jun 3, 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...

Ryan Delany
Jun 1, 20212 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...

Ryan Delany
May 28, 20213 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...

Ryan Delany
May 24, 20211 min read


Brazilian Central Bank (BCB) vs Sinovac vs Coffee
Update: Brazil to receive shipments Brazil to receive ingredients from China for 25 million vaccine shots in coming days (yahoo.com) Last...

Ryan Delany
May 16, 20211 min read


Flags and Pennants in Coffee Point Higher
With #technicalanalysis for #commoditymarkets, the key is to ask yourself is there a logical, #psychological phenomenon ? With #coffee...

Ryan Delany
May 12, 20211 min read


*The Commodities vs Coffee*
"When all you have is a hammer, all of your problems look like nails." As a "coffee guy" or "coffee gal", it can be very easy to get stuck in our worlds and lose sight of the big picture. For those of us who are immersed in #coffee market data and talk about the #coffeemarket on a daily basis, we tend to see everything in terms of coffee. When you publicly share a view of the #market, it is even more tempting to look at every day's price action as confirmation of our view.

Ryan Delany
May 11, 20212 min read
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