Austin Schroeder on 10/26/2026

Cotton Falls Out of the Weekend

Cotton futures posted sharp losses of 61 to 114 points across most contracts on Monday. Crude oil was down $2.02 per barrel on the session, with the US dollar index $0.212 higher. Crop Progress data tallied 89% of the US cotton crop with bolls opening as of 10/25, behind the...Cotton field with dron

A Austin Schroeder
Rich Asplund on 10/26/2026

Sugar Prices Fall Sharply on Brazilian Real Decline

March NY world sugar #11 (SBH27 ) on Monday closed down -1.14 (-5.63%), and December London ICE white sugar #5 (SWZ26 ) closed down -19.40 (-3.63%). Sugar prices fell sharply on Monday as the Brazilian real plunged -9% after President Luiz Inacio Lula da Silva surprised the markets by winning...Glas

R Rich Asplund
Rich Asplund on 10/26/2026

Cocoa Prices Fall on Brazilian Real Decline

December ICE NY cocoa (CCZ26 ) on Monday closed down -102 (-1.82%), and December ICE London cocoa #7 (CAZ26 ) closed down -33 (-0.79%). Cocoa prices fell on Monday as the Brazilian real plunged -9% after President Luiz Inacio Lula da Silva surprised the markets by winning the weekend Brazilian...Han

R Rich Asplund
Rich Asplund on 10/26/2026

Coffee Prices Fall As Brazilian Real Plunges

December arabica coffee (KCZ26 ) on Monday closed down -6.50 (-2.11%), and November ICE robusta coffee (RMX26 ) closed down -34 (-1.05%). Coffee prices fell on Monday as the Brazilian real plunged by about -9% after President Luiz Inacio Lula da Silva surprised the markets by winning the weekend B

R Rich Asplund
Rich Asplund on 10/26/2026

Sugar Prices Fall Sharply on Brazilian Real Decline

March NY world sugar #11 (SBH27 ) is down -1.13 (-5.58%), and December London ICE white sugar #5 (SWZ26 ) is down -19.20 (-3.59%). Sugar prices are trading lower as the Brazilian real plunged -9% after President Luiz Inacio Lula da Silva surprised the markets by winning the weekend Brazilian...Harve

R Rich Asplund
Austin Schroeder on 10/26/2026

Cotton Falling Lower on Monday

Cotton futures are showing sharp losses of 115 to 125 points in the front months on Monday. Crude oil is up $1.07 per barrel on the session, with the US dollar index $0.152 higher. The large managed money speculators and cotton futures and options added just 767 contracts to their...Cotton yarn via

A Austin Schroeder
Rich Asplund on 10/26/2026

Cocoa Prices Fall on Brazilian Real Decline

December ICE NY cocoa (CCZ26 ) is down -68 (-1.22%), and December ICE London cocoa #7 (CAZ26 ) is down -20 (-0.48%). Cocoa prices are trading lower as the Brazilian real plunged -9% after President Luiz Inacio Lula da Silva surprised the markets by winning the weekend Brazilian presidential election

R Rich Asplund
Rich Asplund on 10/26/2026

Coffee Prices Fall As Brazilian Real Plunges

December arabica coffee (KCZ26 ) is down -8.65 (-2.81%), and November ICE robusta coffee (RMX26 ) is down -115 (-3.56%). Coffee prices fell sharply on Monday as the Brazilian real plunged -9% after President Luiz Inacio Lula da Silva surprised the markets by winning the weekend Brazilian presidenti

R Rich Asplund
Mark R. Hake, CFA on 10/26/2026

Broadcom Is At a 6-Month Low - Is AVGO Stock Too Cheap?

Broadcom is now at a 6-month low, but analysts' price targets are significantly higher. Moreover, Broadcom is generating strong revenue and FCF. AVGO could be worth over 60% more, based on FCF forecasts.Broadcom Inc HQ photo-by Sundry Photogrpahy via iStock

M Mark R. Hake, CFA
Austin Schroeder on 10/26/2026

Cotton Slipping Lower on Monday

Cotton prices are down 40 to 56 points early on Monday morning. Futures closed with contracts 15 to 59 points lower, as December still managed a 20 point gain last week. Crude oil was up $3.97 per barrel on the session, with the US dollar index $0.153 higher. The large...Cotton via Amber Martin via

A Austin Schroeder
Austin Schroeder on 10/24/2026

Cotton Slip Lower into the Weekend

Cotton futures closed with contracts 15 to 59 points lower, as December still managed a 20 point gain this week. Crude oil was up $3.97 per barrel on the session, with the US dollar index $0.153 higher. The large managed money speculators and cotton futures and options added just 767...Cotton field

A Austin Schroeder
Rich Asplund on 10/23/2026

Sugar Prices See Support from Lower Brazil Sugar Production

March NY world sugar #11 (SBH27 ) closed up +0.11 (+0.55%) on Friday, and December London ICE white sugar #5 (SWZ26 ) closed up +0.90 (+0.17%). Sugar prices saw some support Friday after Unica reported that Brazil Center-South sugar output in August fell -5.6% y/y to 7.089 MT. Recent heavy...Sugar

R Rich Asplund
Rich Asplund on 10/23/2026

Cocoa Prices Close Mildly Higher Despite 2.5-year High in ICE Inventories

December ICE NY cocoa (CCZ26 ) closed +10 (+0.18%) on Friday, and December ICE London cocoa #7 (CAZ26 ) closed up +17 (+0.41%). NY cocoa prices closed higher on Friday despite rising ICE cocoa inventories. ICE cocoa inventories have steadily increased since the start of the year, climbing to a...Ca

R Rich Asplund
Rich Asplund on 10/23/2026

Coffee Prices Fall Despite Decline in ICE Coffee Inventories to 5-week Low

December arabica coffee (KCZ26 ) closed down -5.00 (-1.60%) on Friday, and November ICE robusta coffee (RMX26 ) closed down -60 (-1.82%). Arabica coffee prices fell on Friday due to (1) some long liquidation pressure after the rally seen in mid-October, and (2) ideas that ICE inventories may rise o

R Rich Asplund
Austin Schroeder on 10/23/2026

Cotton Facing Friday Weakness

Cotton futures are showing 48 to 52 point gains at midday. Crude oil is up $3.42 per barrel on the session, with the US dollar index $0.238 higher. USDA’s Export Sales data has cotton export commitments at 5.449 million RB, which was 15% above last year. That is 47% of...Multicolored cotton fabric b

A Austin Schroeder
Rich Asplund on 10/23/2026

Sugar Prices See Support on Lower Brazil Sugar Production

March NY world sugar #11 (SBH27 ) is up +0.04 (+0.20%), and December London ICE white sugar #5 (SWZ26 ) is up +0.20 (+0.04%). Sugar prices are seeing some support today after Unica reported that Brazil Center-South sugar output in August fell -5.6% y/y to 7.089 MT. Recent heavy rains...Sugar crysta

R Rich Asplund
Rich Asplund on 10/23/2026

Cocoa Prices Fall on Rising ICE Inventories and Higher Nigerian Exports

December ICE NY cocoa (CCZ26 ) is down -24 (-0.43%), and December ICE London cocoa #7 (CAZ26 ) is up +17 (+0.41%). NY cocoa prices are trading lower on rising ICE cocoa inventories and technical selling, with today’s new 2-week low. Also, there was bearish news today that Nigeria’s September...Cocoa

R Rich Asplund