Daily Coffee Report 9/23/26
Daily coffee report
StoneX Coffee Team
- Coffee
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CME Cash Market Summary
Daily CME spot dairy market price summary
Dairy Team - Chicago
- Dairy
Precious Metals Weekly Front Desk Presentation 092326: Fed hikes rates; stress on private credit, gold marks time
A document with a substantial number of slides and text, built for the Front Desk internal call and analysing market developments, the economic and political background and key market parameters influencing the precious metals. This week includes material on the Precious Metals, notably Gold's lively action; Powell and the Fed, EU and potential margin compression
Rhona O'Connell
- Precious Metals
Fibonacci Confluence Halted the Australian Dollar Rally and Its Trend
A rally of more than 5.4% in the Australian dollar stalled at a zone where three Fibonacci measures converge, and the reversal has broken the uptrend that carried it. The structure behind that resistance, and the daily closes that separate a pullback from a trend change, explain what the Australian dollar is testing now.
Michael Boutros
- Currencies
Debasement Bets Split Hard Assets as Bitcoin Leaves Gold Far Behind
Bitcoin, gold and stocks are all riding the same debasement trade, but their returns look very different. Bitcoin is pulling far ahead, while higher-for-longer Federal Reserve expectations keep a lid on gold despite strong ETF demand.
Fiona Cincotta
- Digital Assets
Winter Wheat Planting Slows in Dry Russian Soil as Export Income Falls
Dry soil is slowing winter wheat planting in Russia and Ukraine, with a third of Ukraine's area in moisture deficit. Lost export revenue and costly diesel add a second risk to the size of the next Black Sea wheat crop.
Editorial Team
- Grains & Oilseeds
Perspective: Morning Commentary for September 23
September 23 – The Nasdaq hit another fresh all-time high yesterday, with the S&P 500 close to doing so as well, though stock futures are pointing to a quietly lower start to today’s session after surging higher to start the week as optimism surrounding this week’s various diplomatic pushes abounds. That optimism continues to be reflected in the VIX, continuing to hang around roughly three-week lows, trading at 14.3 this morning. The dollar is surging higher, adding to the week’s gains, as it nears the 101 mark for the first time in nearly two months. Treasury yields are off to a higher start, with 2-year yields back up to 4.80%, 10-year yields at 4.99%, and 30-year yields just above 5.32%. Crude oil prices are looking to hold their ground after a steady decline since late last week, with nearby WTI up 1.3% to trade near $91 and nearby Brent up 1.4% to trade near $100.65 at the time of writing. The ags are mostly lower to start the day, likely influenced in part by managed money selling off some existing length amid hopes for improvement regarding commodity flow through the Black Sea as part of this week’s diplomacy blitz.
Mike Castle
- Grains & Oilseeds
- Energy
- Dairy
- Renewable Fuels
- Cocoa
- Coffee
- Cotton
- Sugar
- Meats & Livestock
- Forest Products
Australia's Labor Market Cools Too Slowly to Soften a Hawkish RBA
The Australian labor market is softening at the edges, with part-time job losses pulling employment lower as unemployment holds at 4.5%. That gradual pace leaves the Reserve Bank of Australia room to stay hawkish, with participation still high by historical standards.
Matt Simpson
- Currencies
Poor Silage Quality Is Quietly Rewriting Europe's Dairy Feed Bill
A drought-damaged maize crop has left Europe's dairy farms with less silage and, more expensively, weaker silage. The tonnage shortfall is visible in the field, while the starch and protein loss shows up later in the ration and in the feed bill.
Nate Donnay
- Dairy
CME Cash Market Summary
Daily CME spot dairy market price summary
Dairy Team - Chicago
- Dairy
Bitcoin ETF Inflows Roared Back and Powered a 51% Reversal Higher
Bitcoin's reversal off the yearly low was built on three separate sources of demand that arrived within days of each other. Separating the flows that repeat from the ones that fire once is what tells you whether the bid underneath this move can last.
Michael Boutros
- Digital Assets
Gilt Yields Near 2008 Highs Keep the UK Budget on a Short Leash
UK public sector borrowing overshot expectations in August while gilt yields held near their highest levels since 2008, leaving the bond market, not the electorate, setting the terms of the autumn budget. Fiona Cincotta walks through what investors are watching and why sterling is carrying the strain.
Fiona Cincotta
- Fixed Income
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