Markets
Cocoa conversations: Cocoa strikes back
After a relatively subdued period between March and April, volatility has returned to the cocoa market in force. Cocoa prices, still down 23.5% year-to-date, have rallied
Exclusive Banxico Post-Decision Report: Nothing to see here...
Banxico left the policy rate unchanged at 6.50% at the June 25 meeting.
Exclusive ACMR Monthly June 2026: Memorandum Mori
Our monthly report covering Wheat, Corn, Soybeans, Soy products, Palm oil, Sugar, Coffee, Cocoa, Cotton and Dairy.
Cheap until it wasn’t: How abundant resin masked a fragile supply chain
Structural oversupply created dependency on low-cost, globally concentrated supply, which left the system fragile and exposed when a geopolitical shock (Hormuz) occurred.
Exclusive Banxico Preview: Soft growth, cool inflation, sticky risks
We expect Banxico to hold the overnight policy rate at 6.50% at the June 25 decision.
Exclusive Commitment of Agri Commodity Traders - 23 June 2026
Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.