Cotton & wool
Cotton futures test 3-years high, as fund optimism returns
Official data show speculators once again raising bullish betting on cotton, as strong old-crop demand trumps ideas of a big US harvest ahead
Hedge funds extend ag selling spree to second-longest on record
... raising some ideas that grain prices are vulnerable to a rebound. One commentator likens the wheat market to a geyser poised to blow
Banks and hedge funds aligned on poor wheat price prospects
... but they diverge on the outlook for cocoa and soybean futures, on which banks are more optimistic. Hedge funds are more upbeat on cotton
Hedge funds turn net bearish on ags - spurring hopes for price spikes
Hedge funds open up a net short in ags for the first time in a year. But with weather a perennial threat to sowings, could they be wrong-footed?
Chinese cotton auctions will keep imports low next season
Chinese cotton imports will barely rise from their current suppressed level, despite robust demand, according to US officials
Irrigated land values in US cotton, beef heartland near record levels
The Dallas Fed also sees ranchland prices at second-highest level on record, despite growing pressure from coyotes, bobcats, and feral hogs
Argentina, cotton boost Monsanto's hopes for upbeat swansong
The seed giant, which Bayer is buying for $66bn, foresees full-year earnings at the top end of forecasts. Shares hit a near-two-year high
Australian cotton crop to hit near-record levels
The boom in Australian cotton production will continue next season, as the fibre wins acres from other crops, US officials say
Cotton prices to fall in 2017-18, even as stocks dip, says ICAC
The ICAC sees cotton prices easing back next season. Still, it is little moved by hotly-discussed data showing a surge in US sowings
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
Rabobank upbeat on soy, sugar prices - but not on corn and cotton
It is "hard to" see sugar prices falling much further, the bank says, while seeing US farmers seeding less soy than traders expect - and more corn
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?
Pundits upbeat on cocoa, corn prices - but not wheat, cotton, wool
Banks' - downgraded - cocoa price forecasts remain above those in the market, FocusEconomics says. But wool, wheat prices may face a fall...