Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
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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
Equity Outlook: Will lower rates lift all boats in equities?
Peter Garnry
Chief Investment Strategist
After a period of historically high equity index concentration driven by the 'Magnificent Seven' sto... -
Quarterly Outlook
FX Outlook: USD in limbo amid political and policy jitters
Charu Chanana
Chief Investment Strategist
As we enter the final quarter of 2024, currency markets are set for heightened turbulence due to US ... -
Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
The Fed started the US rate cut cycle in Q3 and in this macro outlook we will explore how the rate c... -
Quarterly Outlook
Commodity Outlook: Gold and silver continue to shine bright
Ole Hansen
Head of Commodity Strategy
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Quarterly Outlook
FX: Risk-on currencies to surge against havens
Charu Chanana
Chief Investment Strategist
Explore the outlook for USD, AUD, NZD, and EM carry trades as risk-on currencies are set to outperfo... -
Quarterly Outlook
Equities: Are we blowing bubbles again
Peter Garnry
Chief Investment Strategist
Explore key trends and opportunities in European equities and electrification theme as market dynami... -
Quarterly Outlook
Macro: Sandcastle economics
Peter Garnry
Chief Investment Strategist
Explore the "two-lane economy," European equities, energy commodities, and the impact of US fiscal p... -
Quarterly Outlook
Bonds: What to do until inflation stabilises
Althea Spinozzi
Head of Fixed Income Strategy
Discover strategies for managing bonds as US and European yields remain rangebound due to uncertain ... -
Quarterly Outlook
Commodities: Energy and grains in focus as metals pause
Ole Hansen
Head of Commodity Strategy
Energy and grains to shine as metals pause. Discover key trends and market drivers for commodities i...
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