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Daily Coffee Report 10/13/26

Daily coffee report

StoneX Coffee Team
StoneX Coffee Team
  • Coffee

CME Cash Market Summary

Daily CME spot dairy market price summary

Dairy Team - Chicago
Dairy Team - Chicago
  • Dairy

Perspective: Morning Commentary for October 13

October 13 – Stock futures are pointing to a mixed open as the tech sector sells off both in the U.S. and Asian markets amid a fresh round of AI jitters ahead of upcoming third quarter earnings season. The big banks are kicking off that earnings season today, with mixed results thus far as Goldman Sachs showed a huge earnings beat with its second-best quarterly revue on record, though JPMorgan Chase had a headline earnings miss, taking out some momentum. Traders will continue parsing through this morning’s data and reacting in turn, with more big earnings reports on deck in the days ahead. The VIX is off to a relatively muted start, holding near 15.3 at the time of writing. The dollar is giving back yesterday’s gains as it trades 0.35% lower at the time of writing to hang near 102.2 after closing at a fresh 18-month high on Monday. Treasury yields are mixed as trade resumes, with the front-end of the curve higher and long-end lower this morning, as 2-year yields rise back near 4.80% but 10-year yields fall to 5.206%, and 30-year yields fall to 5.559%. Crude oil is quietly lower to start the day, with nearby WTI down 0.3% on the day to trade near $92.90 and nearby Brent down close to 1% to trade near $105.60. The ags are quietly mixed, with selling pressure seen overnight but fresh escalations in the Black Sea that we’ll dive into below providing support.

Mike Castle
Mike Castle
  • Grains & Oilseeds
  • Energy
  • Dairy
  • Renewable Fuels
  • Cocoa
  • Coffee
  • Cotton
  • Sugar
  • Meats & Livestock
  • Forest Products

British Pound Range Traders Watch the Monthly Open as Key Resistance

The British pound is coiling inside a tightening monthly opening range right on top of yearly support against the U.S. dollar. The monthly open is the first barrier for any recovery, and weekly momentum is still holding the line below.

Editorial Team
Editorial Team
  • Currencies

El Niño Is Helping Brazil's Arabica and Putting Robusta to a Heat Test

El Niño is bringing helpful rainfall to Brazil's arabica regions while raising heat stress risk for robusta in Espírito Santo. Beyond Brazil, dry weather in Indonesia and the timing of Vietnam's next flowering put robusta supply at the center of coffee's weather risk.

Editorial Team
Editorial Team
  • Coffee

Cotton's Supply Balance Tightens as Consumption Pulls Ahead of Output

Global cotton consumption is rising while production falls, tipping the cotton supply and demand balance after two flat, low-price years. The shift is reshaping import demand from Pakistan to Bangladesh and bringing price activity back to the market.

Editorial Team
Editorial Team
  • Cotton

Diesel Supply Gets Squeezed as Gasoline Escapes the Worst of Outages

Refinery outages in Russia and the Middle East are mostly removing middle distillates, leaving diesel supply under far more strain than gasoline. As gasoline demand fades with the season and winter heating demand builds, diesel and gasoline margins are moving on different paths.

Editorial Team
Editorial Team
  • Energy

Daily Coffee Report 10/12/26

Daily coffee report

StoneX Coffee Team
StoneX Coffee Team
  • Coffee

Argentina's Investors Turn to Duration but Still Wait on the 2027 Vote

Argentina's investors are trading daily arbitrage for duration and company fundamentals as peso volatility fades. Exchange controls and the 2027 election still decide how far that shift can go.

Editorial Team
Editorial Team
  • Interest Rates

CME Cash Market Summary

Daily CME spot dairy market price summary

Dairy Team - Chicago
Dairy Team - Chicago
  • Dairy

Perspective: Morning Commentary for October 12

October 12 – Geopolitics are the feature to start the week, with major weekend escalations in the Middle East and a surprising U.S. / Russian agreement throwing a wrench into Black Sea diplomacy. Stock futures are pointing to a quietly mixed open as traders attempt to digest the weekend developments, as well as prepare for this week’s September inflation data, and look ahead to the upcoming third quarter earnings season. The VIX is elevated to start the week but remains near the low-end of 2026’s range, hovering near 15.5 at the time of writing. The dollar continues to march higher, though it does appear to be running into resistance every time it approaches the 102.5 level, currently trading near 102.42 this morning. U.S. bond markets are closed today in observance of Columbus Day, though Treasury futures will be trading normally. Crude oil is rising following the weekend escalations, with nearby WTI up 2.15% at the time of writing to trade near $93.65, while nearby Brent is up 1.9% to trade near $106.70, a nearly four-week high. The ags are largely mixed to start the week, with the market finding its footing following Friday’s surprises in USDA’s October WASDE report.

Mike Castle
Mike Castle
  • Grains & Oilseeds
  • Energy
  • Dairy
  • Renewable Fuels
  • Cocoa
  • Coffee
  • Cotton
  • Sugar
  • Meats & Livestock
  • Forest Products

Houthi Attacks on Saudi Arabia Open a Second Front in Oil Supply Risk

Houthi attacks on Saudi Arabian infrastructure are adding a second source of Middle East oil supply risk, alongside shipping disruption in the Strait of Hormuz. New Russian diesel volumes ease some tightness in refined products but do nothing to calm the Gulf.

Fiona Cincotta
Fiona Cincotta
  • Energy

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Upcoming events

October 14

STA Market Structure Conference

Third party events|North America|Language: English

October 14 - October 16, 2026

Washington, D.C.

We're proud to be a Platinum Sponsor of the 93rd Annual STA Market Structure Conference in Washington, D.C., bringing together industry leaders to discuss the future of market structure and trading.

Join Jacob Rappaport, Managing Director and Head of Equities at StoneX, as he participates in the panel discussion, The Always-On Market: The Future of 24/7 Trading.

The session will explore the operational, technological and regulatory implications of continuous trading, along with the opportunities and challenges facing market participants in an always-on marketplace

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October 21

FIGAP 2026

Third party events|North America|Language: Spanish

October 21 - October 23, 2026

Guadalajara, México

Únase a StoneX en FIGAP 2026 en Guadalajara, México, y visítenos en el Stand #313. Conozca cómo ayudamos a los productores de alimento para animales a gestionar el riesgo de mercado mediante Operaciones OTC, Commodities Físicos, Gestión de Riesgos y Soluciones de Venta y Negociación.

Descubra cómo StoneX combina acceso al mercado, información y ejecución para ayudar a las empresas a tomar decisiones informadas en mercados agrícolas dinámicos.

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October 21

BAFT Regional Bank Conference

Third party events|North America|Language: English

October 21 - October 22, 2026

Houston, TX

Join StoneX at the BAFT Regional Bank Conference at Amegy Bank in Houston, October 21-22, for a discussion on the global developments and political risk considerations shaping today's banking landscape.

Katherine Zaveri will moderate a fireside chat with Gayle Jacobs, U.S. Canada Political Risk Leader at Marsh, exploring the issues banks should be aware of in an increasingly interconnected world.

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