Cocoa
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?
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...
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?
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?
Big cocoa surplus forecast, as grindings in Europe and US stagnate
...but cocoa grindings in Asia and Africa will boom this season, in a trend for more producers to process crops domestically, the ICCO says
Cocoa grind margins will fall in 2017, Olam boss says
Despite low bean prices, and recovering demand, the combined ratio of cocoa products to beans will fall through the year, Olam CEO Sunny Verghese says
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?
Rabo sanguine on cocoa, soy, wheat prices - but cautious on cotton
Rabobank flags a "supportive outlook" for wheat futures, and scope for cocoa, soy price gains. There are bullish factors in cotton too, but...
Soft commodities better bets than grains, says Goldman Sachs
The bank sees upward potential for cocoa, coffee and sugar futures. But the extent of supplies means corn and soybeans look overvalued
Hedge funds hike bullish ag bets - spurring fears of grains selldown ahead
Hedge funds hike their net long in agricultural commodities to the highest since June. But do fundamental factors "need to catch up" with sentiment?
Funds turn bullish on commodities, as brokers foresee ag price gains
More fund managers are bullish on commodities than bearish for only the second time in four years, BoAML says, with brokers "positive" on prices