Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Cocoa Prices Are Rallying While Inflation Cools
Cocoa futures jumped more than two percent this week even as consumer inflation cooled and the broader commodity complex wobbled. In this episode, Lucas and Luna dig into the paradox: why a soft-demand signal like falling CPI hasn't dented cocoa, and why the real driver is supply — specifically, the long shadow of last year's West African crop disaster. They break down the tight grind data from Europe and North America, the role of the Ivory Coast and Ghana's forward sales, and what it means for chocolate prices at the checkout. With gold and silver also rallying hard this…
The skinny
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