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What the Latest Inflation Number Means for Coffee (and all Commodity) Prices
The overall framework in commodities is that a weak USD rallies commodities and a strong US dollar devalues commodities. This is the...

Ryan Delany
Aug 11, 20223 min read


Lay of the Land
#Coffee has confounded both bulls and bears with a sideways movement after one of the most dramatic bull markets in a generation. Since...

Ryan Delany
Aug 9, 20226 min read


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


Understanding the US Dollar Impact on the Coffee Market - Part 1
#Coffee is both a financial product and a global #commodity. It is cultivated, consumed, shipped and traded across almost every country...

Ryan Delany
Feb 18, 20227 min read


OMG, Omicron! and the Effects on the Coffee Market
Today Fed Chairman Powell gave testimony before the US Senate where he cautioned on the economic impact of the #Omicron Variant on the US...

Ryan Delany
Nov 30, 20214 min read


7 Data Points to Watch in Coffee
#Coffee is a rapidly changing market and while conviction is essential, we need to be prepared to change our view when the facts change....

Ryan Delany
Nov 11, 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...

Ryan Delany
Sep 22, 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...

Ryan Delany
Sep 2, 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


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...

Ryan Delany
Jun 20, 20213 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


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


#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


Don't Fight the Fed
Well the Macro picture has once again raised its ugly head. #Federalreserve Vice Chair Clarida said the weak April payroll report shows...

Ryan Delany
May 18, 20211 min read
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