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Coffee Weekly August 17th 2017
The coffee market stumbled along with other commodities on the strengthening dollar. However, other factors come into play such as the ongoing build in consumer stocks and favorable crop views for next year. I was back in Colombia this week and met with coffee growers and researchers about the challenges facing today’s producers. I look forwa...
Softs Weekly August 17 2017
The Softs stumbled with renewed dollar strength and a turn to somewhat improved weather prospects in key areas. The markets will continue to take their cue from these two factors in the weeks ahead.
Coffee Weekly August 11th 2017
It would seem the market should be able to skate by even with disappointing results from Brazil due to better crops elsewhere. However, there is no margin for error with the 2018-19 crop view.
Softs Weekly Round Up - August 11th 2017
The weather seems to be improving and worries over crop troubles started to fade. The Brazilian coffee harvest is wrapping up and it wasn’t the best, but better output elsewhere is still keeping the market at bay. Sugar is stumbling as most major producers are on track for big numbers in 2017-18. Cotton production was revised up, but solid expor...
MOSL: TATA MOTORS (Buy)-JLR Jul-17 volumes in-line at 51,425 units (+17% YoY)-JLR volumes up 25%
Tata Motors: JLR Jul-17 volumes in-line at 51,425 units (+17% YoY); JLR volumes up 25% led by Discovery and RR Velar; Jaguar volumes flat(TTMT IN, Mkt Cap USD23.0b, CMP INR430, TP...
Softs Weekly Round Up - August 3rd 2017
The Softs continue to fluctuate with the dollar and also some weather concerns. Keeping a careful eye on coffee as the Brazilian crop being harvested continues to present some issues.
Coffee Weekly August 3rd 2017
The coffee market is going to take its cues from the direction of the dollar but also about latest news on disease issues in Brazil that seem to be taking producers and traders by surprise at the intensity.
COMMODITY OUTLOOK - Copper Gains Foothold in Major Uptrend
Copper Gains Foothold in Major Uptrend - Precious Metals to Surge Higher - Energy Triggers new Buy signal In This Edition: The June edition of the Elliott Wave Commodities Outlook identified an important low forming across all commodity sectors, Base Metals, ...
J Ganes Consulting Softs In-Depth Report June-July 2017
Softs continue to rebound from the lows with the exception of the FCOJ market. Crop concerns starting to grip the markets again, especially sugar
Coffee In-Depth Report July 2017
Weather concerns are creeping back into the market and helping to prod prices higher. Export volumes have yet to slow down, suggesting past supplier was larger than previously believed
Coffee Weekly July 27th 2017
The coffee market is starting to see some unease about recent crop issues and this helping to channel the market back up and speculative short covering is helping to fuel the rise.
Softs Weekly Round Up - July 27th 2017
Commodities have been heating up of late and the Softs Complex seems to be along for the ride. Weather issues in a few markets is helping to fuel some of the rise. FCOJ: Lack of Upside Potential Due to Big Brazil Crop Cotton: Texas Crop Downgraded, Exports Brisk Sugar: Market Briefly Reacts to Gas Tax Change in Brazil Cocoa: Too Much Rai...
Coffee Weekly July 20th 2017
While Brazil had cold there was no frost. Market is responding more to talk of tight supplies within Brazil. On the other hand, USA stocks keeping going up. Next week I will be in Zambia teaching a 5-day futures and options course but do plan on publishing reports.
Softs Weekly Round Up - July 20th 2017
The Softs Complex is leveling off and holding with OJ the exception. A sagging dollar would certainly help this trend. It seems the markets have primarily digested much of the bearish news and it is unlikely that the extreme selling pressure will resume for now. Recovery Mode Continues for Most Market FCOJ: Standout Bear Amongst the Softs Co...
EFOODS: Lacking growth triggers
Having lost 41%CYTD, EFOODS dismal price performance is reflective of wary investor confidence. Fundamental weakness has gained prominence where apart from continuous volumetric regression; the recent recovery in international milk prices is an added pressure. In this regard, FAO dairy index is up 8.7%YoY since Jan'17 bringing CYTD average to 193....
Nigeria Strategy Report H2 2017 Excerpts - Supply glut underpins broadly bearish trends across soft commodities
We continue discussions on the commodity section of our core strategy document – the Nigeria Strategy Report. In today’s piece, we review developments in the global soft commodities market over H1 17 and delineate our outlook for the second half of the year.In contrast to the gains recorded over H2 16 (+2.6% YoY), a broad oversupply picture across ...
Comment on Gold, July 17, 2017
Graph Analysis and Technical View
Softs Weekly Round-up July 13th 2017
The Softs Complex is still in corrective mode from the recent lows with a rash of covering prompted by currency swings and a mixture of fundamental factors. Dollar’s Swoon Wakes up the Softs Complex FCOJ: Florida Crop Adjusted Slightly Higher Cotton: USDA Trims Production but Increases Yields Sugar: Market Jolts Up Despite Indian Monsoon Gat...
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 t...
Jun'17_Commodities Update
Commodities remained largely depressed during Jun'17 with the TRJ-CRB Index falling 2.8%MoM. This downtrend was primarily led by oil prices with Arab Light/Brent losing 6.7%/3.7%MoM on continuous increase in OPEC production (Libya and Nigeria ramp up supply) and OECD stockpiles, negating the extended OPEC deal to cut output. Similarly, lingering o...
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