Hedge funds cut bullish ag bets, as 'Trumpflation trade' reverses
Hedge funds cut their net long in ags to the lowest in nearly a year.But heavy selling in grains could make for big price swings later this week
Cocoa better bet than coffee, sugar, says Commerzbank
The bank says the cocoa price recovery has further to go yet. But it is more cautious on coffee, and slashes its sugar price forecasts
Hedge funds' 'massive' ag selldown spurs hopes of buying to come
Hedge funds turned bearish on ags at a record pace, data reveal, selling corn "in droves". But has this created room for fresh purchases?
SocGen sees scope for robusta, soy price gains - but cotton a 'sell'
The bank lifts soy price hopes above the futures curve, and foresees another robusta output deficit. But arabica may be a sell - cotton is one
Tight Brazilian supplies will support arabica prices, Rabobank says
Brazilian arabica coffee production will suffer a cyclical decline next season, Rabobank says, but good conditions will limit the drop
Ample water supplies raise hopes for Vietnamese coffee crop
...but the threat of widespread plantation replanting next season raise concerns for a sharply lower planted area
Hedge funds extend ag selling - and 'scope for more sales' in grains
Sugar bears the brunt of a turn by hedge funds more bearish on agricultural commodities. Cotton bucks the trend. Does this herald a price tumble?
Brazil comes near to losing to Vietnam top rank in coffee exports
... at least for February, when Vietnam's exports topped forecasts, while weak robusta trade sapped Brazil's volumes. What of prospects?
Colombian coffee output hits multi-decade high
A long term replanting programme is bearing fruit, with production and exports much higher year-on-year
Hedge funds wrong-footed in ags by Trump biofuels shake-up talk
The ag rally spurred by rumours of US biofuel reforms followed the biggest sell-down by hedge funds in months. Could more buying be on the way?
Coffee futures ease, despite talk of Vietnamese hoarding
Talk of Brazilian rains, and well-supplied buyers, hurts coffee futures - trumping help from the real and ideas of a Vietnam sales slowdown
Massimo Zanetti sees coffee sales volumes rising this year
The Italian coffee maker expects the growth in roasted coffee sales volumes, and profits, to accelerate in 2017
Hedge funds' ag buying stalls, amid questions over commodities rally
Hedge funds cut bullish bets on ags for only the second time this year, spurred by selling in soyoil and cotton. Is wheat due a reversal too?