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J Ganes Consulting Softs In-Depth Report Oct-Nov 2017

The Softs have been trending higher in fits and starts and I expect this to continue.   For sugar and cotton, the market may be pushing up towards the top of the range already as much more of a move could start to impact demand.

Cocoa weather should be favorable for West African crops and keep reductions from being excessive, but this is as expected.  Processing margins remain very attractive for grinding and that should help to absorb the supply.    The FCOJ market already priced in the low Florida crop; further production cuts would add more support.  The trouble is demand will fall with the reduced supply and higher prices just as easily.

 

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J. Ganes Consulting
J. Ganes Consulting

 J Ganes Consulting is a leading provider of fundamental research geared towards the food, beverage, and textile industries.  With a deep understanding of the relevant statistics, J Ganes Consulting expertly synthesizes the data and is able to provide keen insight to readers, framing the information within a historical context that draws from more than three decades of specialized focused in Soft Commodities (sugar, coffee, cocoa, cotton and orange juice).   The reports offer a crisp perspective of the most pertinent supply and demand factors that are influencing the market decisions today and for the future.   Prior to forming, J Ganes Consulting,  Judith Ganes, the founder and President, spent her entire career on Wall Street, working for major investment houses, specializing in commodity research and advisory services for the firms commercial, fund, and speculative accounts. Aside from subscription based research services,  J Ganes Consulting also offers risk management seminars to train individuals and corporations to design trading strategies that meet their risk/reward requirements by enabling them to build appropriate positions in futures and options. Judith Ganes currently serves on the Advisory Board of CocoaCompassion and Feneciatrading, with both companies focusing on enhancing the livelihood of (cocoa and coffee) farmers through sustainable production.

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