Cocoa
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
North American cocoa grindings rise on falling bean prices
Cocoa grindings are starting to rise worldwide, while prices in New York rebound a touch from near-decade-lows
Nestle undershoots revenue expectations, as chocolate sales fall
Poor confectionary demand in China and Brazil weigh on Nestle's sales, but coffee demand remains robust
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
Barry Callebaut shares hit all-time high, as cocoa price dip helps profits
The chocolate giant unveils a bigger-than-expected earnings rise, fuelled by takeovers and a rise in cocoa grinding margins, at a 3-year high
Chocolate needs promotion drive, if cocoa prices are to recover
... says Marex Spectron, forecasting that, with a record cocoa output surplus ahead, bean prices are on course to retest nine-year lows
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?
Technical selling sends cocoa futures tumbling
Cocoa futures break back below $2,000 a tonne for the first time in week, pressured by technical selling, and the heft West African crop
Cocoa price weakness 'unlikely to persist', says Moody's
Moody's flags the potential for cocoa demand growth, even as ICCO members prepare to discuss ideas of a "sustained structural surplus"
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...