reports
Coffee Weekly July 13th 2017
​The coffee market gained further ground as the dollar looks like it could head lower and the Brazilian real strengthen. Hints of cold weather talk made the rounds. But the market is also starting to consider that with supplies in producer hands lean, it was time to stop pressing the downside so aggressively, especially with specs heavily short.
Coffee Weekly June 29th 2017
​The weather in Brazil needs to be monitored carefully the next few days. Coldest weather of the winter is approaching for Monday and Tuesday. Chance of frost is low, but that being said, in 1994 twice the market called it wrong and there was damaging frosts. This week’s report includes an explanation of the factors that can drive cold into Brazil and the necessary conditions for a frost to form. Cold temperatures are not a guarantee of damage.
Coffee Weekly - A weekly examination of the fundamentals - 18th May 2...
​The coffee market was hammered by the Brazilian real and improving crop views from Brazil. USA coffee stocks rose again last month.I see little cause to turn bullish especially with the down seasonal still ahead.Next week the Coffee Weekly will not be published. If you have any questions, you can reach by email or whatsapp. I will be in Singapore as the instructor at back to back risk management workshops on coffee and sugar.
Coffee Weekly Report 04 27 17
​The coffee market came under significant pressure this past week as more than likely spec’s continued to exit from net long positions.Tightness has yet to be felt and while Brazil may be harvesting a smaller crop, stocks have so far proven to be more than sufficient despite prior market worries to the contrary.The magic of UNICORNS—turned coffee drinkers to temporarily switch to tie-dyed frappes that lack coffee but gave social media a buzz… and people wonder why coffee prices declined?
Coffee Weekly 041317
​The coffee market is trying to stabilize and potentially work higher ahead of the very well established and followed May seasonal rally. I'm not convinced the market has sticking power. A dollar drop certainly would help.Next week I will be in Seattle for the SCAA conference. I do intend to publish the Weekly Reports.
Coffee Weekly 16/3/17
​As much as there may be increased optimism about the economy, consumers are still being extremely cautious about their spending and leery of something suddenly shifting. This mindset is not limited to the United States and certainly times are still tough in much of Latin America. Consumers are not going out as much as they were or spending as freely or allocating their salaries differently to make ends meet. I have to believe this is keeping coffeeusage from growing nearly as much as before a...
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