Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
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Brewing trends: unpacking the reasons behind soaring coffee prices
Ole Hansen
Head of Commodity Strategy
Head of Commodity Strategy
Summary: Coffee is hot right now - not only in temperature but also in price movements. Learn why coffee prices are rising and how this affects both consumers and traders as we explore the intricate balance of supply, demand, and market dynamics.
Understanding the increase in coffee prices
What’s causing coffee futures prices to go up? A key reason for the change, particularly for the robusta bean mostly grown in Southeast Asia, is that Vietnam faced a tough drought last year. This didn't just affect coffee prices but also pushed up the price of sugar. Due to this, there was less coffee produced, but people still wanted their coffee. This mismatch between demand and supply is pushing prices higher – a common situation in markets.
How rising coffee prices affect consumers and traders
As coffee prices go up, different people are affected in different ways. For those who enjoy a daily coffee, the good news is that the cost of coffee beans is only a small part of the price we pay for a cup. Therefore, consumers won’t feel a direct impact from this when they visit their local coffee shop.
For traders, it's a big deal. The price of coffee beans has jumped by 60% over the last year, which has a big impact on the market and creates new opportunities for trading. Traders should be watching these price changes closely, as there is a lot of movement in the market, and therefore a lot more opportunities.
Quarterly Outlook
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Quarterly Outlook
Commodity Outlook: Commodities rally despite global uncertainty
Ole Hansen
Head of Commodity Strategy
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Quarterly Outlook
Upending the global order at blinding speed
John J. Hardy
Global Head of Macro Strategy
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Quarterly Outlook
Asset allocation outlook: From Magnificent 7 to Magnificent 2,645—diversification matters, now more than ever
Jacob Falkencrone
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Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
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Equity Outlook: The ride just got rougher
Charu Chanana
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China Outlook: The choice between retaliation or de-escalation
Charu Chanana
Chief Investment Strategist
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Quarterly Outlook
Commodity Outlook: A bumpy road ahead calls for diversification
Ole Hansen
Head of Commodity Strategy
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Quarterly Outlook
FX outlook: Tariffs drive USD strength, until...?
John J. Hardy
Global Head of Macro Strategy
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Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
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