Ryan DelanyJul 9, 20214 minSqueeze in Robusta Spills into Arabica(Edit: An earlier version of this article erroneously quoted the MiFiD position limits rather than the ICE Eur Delivery Limits. This has...
Ryan DelanyJun 24, 20212 minGCA 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...
Ryan DelanyJun 10, 20212 minThe Truth about Inflation and CoffeeThe #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 DelanyJun 1, 20212 minAre 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...