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Monthly Economic Letter June 2022
RECENT PRICE MOVEMENT Movement in benchmark prices was mixed over the past month. The July NY/ICE...
Monthly Economic Letter May 2022
RECENT PRICE MOVEMENT Most benchmark prices increased over the past month. Chinese prices decreased. The July...
Monthly Economic Letter April 2022
RECENT PRICE MOVEMENT Most benchmark prices increased over the past month. Open interest is shifting out...
Monthly Economic Letter March 2022
RECENT PRICE MOVEMENT Most benchmark prices decreased over the past month. The most actively traded May...
Monthly Economic Letter February 2022
RECENT PRICE MOVEMENT All benchmark prices increased over the past month. The Nearby March NY/ICE futures...
Monthly Economic Letter January 2022
RECENT PRICE MOVEMENT All benchmark prices increased over the past month. The March NY/ICE futures fell...
Monthly Economic Letter October 2021
RECENT PRICE MOVEMENT Most benchmark prices surged between late September and the present. After touching values...
Beyond COVID Demand & Prices
Supply Chain Insights – Beyond COVID Demand & Prices
Monthly Economic Letter September 2021
RECENT PRICE MOVEMENT U.S and Chinese benchmark prices increased in early August but were flat to...
Monthly Economic Letter August 2021
RECENT PRICE MOVEMENT Most benchmark prices increased last month. Values for the December NY/ICE futures contract...
Monthly Economic Letter July 2021
RECENT PRICE MOVEMENT Although several prices slipped around the middle of June, most benchmarks are slightly...
Monthly Economic Letter June 2021
RECENT PRICE MOVEMENT Indian and Pakistani prices increased over the past month, while NY/ICE futures, the...
Monthly Economic Letter May 2021
The latest USDA report featured minor changes to global production (+66,000 bales to 113.1 million) and mill-use (-439,000 bales to 117.4 million) figures for...
Monthly Economic Letter April 2021
The latest USDA report featured a small decrease in global production (-276,000 bales to 113.0 million) and a small increase in global mill-use (+387,000...
Monthly Economic Letter March 2021
Most benchmark prices increased throughout February but decreased in early March.
Monthly Economic Letter February 2021
The latest USDA report featured increases to world production (+1.3 million to 114.1 million) and consumption forecasts (+1.5 million bales to 117.2 million). Due...
Monthly Economic Letter January 2021
RECENT PRICE MOVEMENT Global cotton prices continued to rise over the past month. The NY March...
Monthly Economic Letter February 2020
The latest USDA report featured an increase to the forecast for world production in 2019/20 (+850,000 bales to 121.3 million) and a decrease to...
Monthly Economic Report September 2019
The latest USDA report featured decreases to world production and mill-use figures. The global harvest forecast for 2019/20 dropped 709,000 bales to 124.9 million,...
Monthly Economic Letter August 2019
The latest USDA report featured a slight decrease to the 2019/20 production forecast (-179,000 bales, from 125.8 to 125.6 million) and a larger decrease...
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