Why Coffee Futures Are Roaring While Inflation Cools

Episode 47 of The Commodities Economy with Fexingo dives into the sharp rally in coffee futures, which have jumped more than 3 percent in a week even as broader inflation measures like the ten-year breakeven rate drift lower. Lucas and Luna explore the anatomy of coffee's price move—tight arabica inventories, weather risk in Brazil, and the peculiar disconnect between soft commodities and macroeconomic data. They also examine how the SpaceX IPO frenzy is drawing speculative capital away from traditional commodity markets, and what that means for traders watching the ag sector. With specific data points on KC futures, CPI, and breakeven inflation, this episode delivers a clear, conversation-driven take on why your morning cup is getting more expensive while the inflation narrative shifts. No jargon, no hot takes—just the story behind the numbers. #CoffeeFutures #SoftCommodities #Arabica #Inflation #CPI #BreakevenInflation #CommoditiesTrading #KC #BrazilWeather #ElNino #SpeculativeCapital #SpaceXIPO #MarketDisconnect #CommoditiesEconomy #Fexingo #FexingoBusiness #BusinessPodcast #Economics Keep every episode free: buymeacoffee.com/fexingo