Group 1: Cotton Market Overview - Cotton futures exhibited mixed performance on Monday, with contracts fluctuating between a decrease of 3 points and an increase of 8 points [1] - The Thursday online auction from The Seam reported the sale of 416 bales at an average price of 63.51 cents per pound [2] - The Cotlook A Index decreased by 25 points to 74.70 cents on November 14 [2] Group 2: Price and Stock Information - ICE certified cotton stocks remained unchanged at 19,244 bales as of November 14 [2] - The Adjusted World Price was reported at 51.83 cents per pound, valid through the following Thursday [2] - Closing prices for cotton futures on December 25 were 62.46 cents (down 3 points), March 26 at 64.21 cents (up 8 points), and May 26 at 65.37 cents (up 2 points) [3]

Group 1 - Cotton futures experienced mixed trading, with contracts closing down 2 to 3 cents higher [1] - Crude oil futures decreased by 96 cents per barrel, settling at $59.60, while the US dollar index fell by $0.065 to $100.005 [1] - The Seam's online auction on Tuesday reported the sale of 729 bales at an average price of 65.95 cents per pound [1] Group 2 - The Cotlook A Index increased by 25 points on November 4, reaching 77.10 cents [1] - ICE certified cotton stocks remained steady on November 4, with a total of 13,749 bales certified [1] - December 25 Cotton closed at 65.23 cents, up 3 points, while March 26 Cotton closed at 66.4 cents, down 2 points, and May 26 Cotton remained unchanged at 67.57 cents [2]

Core Insights - Fed Chair Jerome Powell's statement regarding the uncertainty of a December interest rate cut has impacted financial markets, leading to a surge in the US Dollar Index (DXY) to its highest level since August 2025 [1] - The recent interest rate cut of 25 basis points and the end of quantitative tightening (QT) on December 1 are seen as bullish signs for crypto markets, yet investor sentiment has worsened [2][3] - The Coinbase Premium Gap turning negative indicates weakening institutional demand, suggesting a cautious stance among large players despite positive macro headlines [4] Market Reactions - The DXY climbed to 99.7 points, marking a potential shift from bearish to bullish territory, which has put pressure on crypto markets [5] - Bitcoin (BTC) has fallen below $110,000, and Ethereum (ETH) has lost the $4,000 mark, reflecting a decline in the crypto market by 2% over the past 24 hours [3] - Powell's remarks have dampened expectations for immediate further easing, contributing to the current market environment [6]

Market Overview - Cotton futures experienced a decline, with contracts down 68 to 71 points in the nearby months [1] - The US dollar index increased by $0.513 to reach $98.312, while crude oil prices rose by 36 cents per barrel [1] Cotton Sales and Pricing - On October 6, the Seam reported the sale of 633 bales of cotton at an average price of 60.70 cents per pound [1] - The Cotlook A Index increased by 20 points to 76.65 cents [1] - ICE cotton stocks remained unchanged as of October 3, with certified stocks at 17,891 bales [1] Futures Market Performance - Cotton futures for October 25 closed at 62.02, down 68 points [2] - December 25 Cotton closed at 64.46, also down 68 points [2] - March 26 Cotton closed at 66.38, down 71 points [2]

Group 1 - Cotton futures are mostly lower, with contracts down 30 to 35 points at midday [1] - The US dollar index decreased by $0.224 to $97.600, while crude oil futures fell by $2.41 [1] - Managed money in cotton futures and options increased their bearish positions by 2,943 contracts, resulting in a net short of 62,004 contracts as of September 23rd [1] Group 2 - The Seam's online auction recorded 1,187 sales at an average price of 62.46 cents per pound [2] - The Cotlook A Index remained steady at 77.70 cents on September 26 [2] - ICE cotton stocks were steady on September 26, with certified stocks at 15,474 bales [2] - USDA's Adjusted World Price (AWP) decreased by 41 points to 54.38 cents per pound last week [2] - Cotton futures for October 25 are at 63.95 cents, up 12 points; December 25 at 66.05 cents, down 35 points; and March 26 at 67.93 cents, down 33 points [2]

Group 1 - Cotton prices have increased by 8 to 11 points on Monday, with futures showing gains heading into the weekend, particularly December contracts which were up 11 points last week [1] - The US dollar index decreased by $0.370 to $97.845, while crude oil futures rose by 22 cents [1] - Managed money in cotton futures and options increased their bearish positions by 2,943 contracts as of September 23, bringing their net short to 62,004 contracts [1] Group 2 - Export Sales data indicated that 4.059 million RB of cotton were sold by September 18, representing an 18% decrease from the previous year, which is only 37% of the USDA export target and below the 53% average pace [2] - An online auction from The Seam recorded 1,561 sales at an average price of 59.3 cents per pound [3] - The Cotlook A Index fell by 45 points to 77.70 cents on September 25, while ICE cotton stocks remained steady with certified stocks at 15,474 bales [3] Group 3 - USDA's Adjusted World Price (AWP) decreased by 41 points last week to 54.38 cents per pound [3] - Cotton futures closed as follows: October 25 at 63.95 (up 12 points), December 25 at 66.4 (up 12 points), and March 26 at 68.26 (up 7 points) [3]

Group 1: Cotton Futures Market Overview - Cotton futures experienced gains, with contracts mostly steady to 12 points higher, specifically December futures up 11 points this week [1] - The US dollar index decreased by $0.370 to $97.845, while crude oil futures increased by 22 cents [1] - Managed money in cotton futures and options increased their bearish positions by 2,943 contracts as of September 23rd, resulting in a net short of 62,004 contracts [1] Group 2: Export Sales and Auction Data - Export Sales data indicated a total of 4.059 million RB of cotton sold by September 18, reflecting an 18% decrease from the previous year, which is 37% of the USDA export target and below the 53% average pace [2] - An online auction from The Seam recorded 1,561 sales at an average price of 59.3 cents per pound [3] - The Cotlook A Index fell by 45 points to 77.70 cents on September 25, while ICE cotton stocks remained steady with certified stocks at 15,474 bales [3] Group 3: Price Movements - Cotton prices for October 25 closed at 63.95 cents, up 12 points; December 25 closed at 66.4 cents, also up 12 points; and March 26 closed at 68.26 cents, up 7 points [3] - USDA's Adjusted World Price (AWP) decreased by 41 points this week to 54.38 cents per pound [3]

Group 1 - Cotton futures are experiencing losses ranging from 1 to 42 points across most contracts, influenced by external market pressures such as a stronger US dollar and lower crude oil prices [1] - Export Sales data indicates a marketing year low of 86,094 RB of cotton sold for the week of September 18, while shipments reached a three-week high of 137,223 RB [1] Group 2 - The Seam's online auction on Tuesday recorded 444 sales at an average price of 65.48 cents per pound, with the Cotlook A Index increasing by 30 points to 78.15 cents on September 24 [2] - ICE cotton stocks remained steady on September 24, with certified stocks at 15,474 bales, and USDA's Adjusted World Price (AWP) rose by 69 points to 54.79 cents per pound [2] - Current cotton prices are as follows: October 25 Cotton at 63.62 cents (down 42 points), December 25 Cotton at 66.16 cents (down 1 point), and March 26 Cotton at 68.07 cents (down 4 points) [2]

Group 1 - Wheat prices are experiencing a decline across winter wheat contracts, while spring wheat remains higher [1] - The wheat complex saw losses on Friday, with CBT soft red wheat futures down by 1 to 2 cents, and KC HRW futures down by 2 to 3 cents, resulting in a weekly loss of 7.5 cents for December [1] - The US dollar index increased by $0.334 to $97.305, adding pressure to commodity prices [1] Group 2 - The 7-day weather forecast predicts 1-3 inches of rain in the eastern Central Plain, extending to the Appalachian range [2] - The Commitment of Traders report indicated that spec funds reduced their net short position in Chicago wheat futures by 6,569 contracts, totaling 85,825 contracts, and in Kansas City wheat futures by 1,491 contracts, totaling 51,534 contracts as of September 16 [2] Group 3 - The weekly Export Sales report showed accumulated wheat sales at 13.156 million metric tons (MMT), which is 20% larger than last year and a 5-year high for that week, representing 54% of the USDA wheat export projection [3] - Closing prices for various wheat futures on December 25 showed declines, with CBOT Wheat down 1.75 cents to $5.22 1/2 and KCBT Wheat down 2.75 cents to $5.07 1/4 [3]

Market Overview - The wheat complex is experiencing weaker trading across three markets, with CBT soft red wheat futures down by 3 to 4 cents, KC HRW futures down by 4 to 5 cents, and MPLS spring wheat futures showing fractional losses [1] - The US dollar index is rising, up by $0.304 to $97.275 following the Fed rate cut [1] Export Sales Report - The weekly Export Sales report indicates accumulated sales (shipped and unshipped) at 13.156 million metric tons (MMT), which is 20% larger than last year and represents a 5-year high for this week [2] - This sales figure accounts for 54% of the USDA wheat export projection and is 1 point ahead of the 5-year average sale pace [2] Futures Prices - As of the publication date, the following futures prices are noted: - Dec 25 CBOT Wheat at $5.21, down 3 1/4 cents - Mar 26 CBOT Wheat at $5.39 1/2, down 3 cents - Dec 25 KCBT Wheat at $5.05 3/4, down 4 1/4 cents - Mar 26 KCBT Wheat at $5.27 3/4, down 4 cents - Dec 25 MGEX Wheat at $5.70 3/4, down 1 cent - Mar 26 MGEX Wheat at $5.91 1/4, down 1/2 cent [2]