Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Coffee Futures Are Roaring While Inflation Cools
Episode 47 of The Commodities Economy with Fexingo dives into the sharp rally in coffee futures, which have jumped more than 3 percent in a week even as broader inflation measures like the ten-year breakeven rate drift lower. Lucas and Luna explore the anatomy of coffee's price move—tight arabica inventories, weather risk in Brazil, and the peculiar disconnect between soft commodities and macroeconomic data. They also examine how the SpaceX IPO frenzy is drawing speculative capital away from traditional commodity markets, and what that means for traders watching the ag sector. With…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.