Recently, the situation with orange juice has caused significant global concern. Production for 2023-2024 is expected to decrease by 3%, with Brazil, the world’s leading producer, experiencing a 9% drop… Read the rest
Every week, I receive analyses of currency pairs and spreads via email, asking for my opinion. Some of them are really valuable and well done, so I have decided, given the limited time I have available… Read the rest
I have received more than one email asking for my thoughts on coffee. Below is my analysis. I begin by showing the chart of the term structure of coffee. Very clearly you can notice how the current term… Read the rest
This is the newsletter that I had prepared for yesterday to send to all subscribers. Unfortunately, due to issues with the plugin, I could not send it. I am providing it in this article… Read the rest
One of the commodities that has caught my attention in recent weeks is cocoa, particularly its fundamentals. Prices closed significantly lower last Friday after a strong five-week rally pushed cocoa to… Read the rest