Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Coffee Surges 11 Percent While Inflation Fears Cool
Coffee futures have surged more than 11 percent in the past five trading days, bucking a broad commodity sell-off that has seen crude oil fall over 12 percent. Lucas and Luna explore the supply-side factors behind the rally—from Robusta crop woes in Vietnam to arabica frost risks in Brazil—and ask whether a coffee price spike could complicate the Federal Reserve's inflation fight, even as CPI and breakeven rates decline. The episode also examines why coffee's move is a classic micro supply shock in a disinflationary macro environment, and what traders should watch next…
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