Cotton & wool
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Rabo lifts corn, soy price outlooks - reassures on coffee, wheat

The bank cautious over the threat to crop prices from a stronger dollar. But it is reasonably sanguine on prospects for many ags nonetheless

Hedge funds caught out by ag price retreat
Hedge funds extended bullish positioning on ags to a one-year high - only for prices to fall. And further price declines may be "warranted"
Drive to selldown huge China cotton stocks makes slow start
China, at an auction of cotton from its huge state stockpiles, sells the equivalent of 0.08% of the inventories
Crops - bar coffee - worst bet among commodities, says Goldman
Agricultural commodity prices are to fall notably over the next year, in contrast to energy, base metals, Goldman said
Egypt attempts to 'regain glory' in cotton by halting imports
Egypt attempts to revive its once-globally-important cotton industry by banning imports - in the latest of a series of policy twists
Funds' swing bullish on ags raises fears of price 'headwinds'
Official data confirm a record shift positive by hedge funds in positioning on US-traded ags. But has that sapped potential for further price gains?
Officials spike data showing huge turn bullish by funds on ags
Reports circulating showing, by far, the biggest turn net long by hedge funds on record are based on "premature and incomplete" data, the CFTC says
Wheat rally has further to go. But corn, cocoa outlook less certain
... and as for cotton, it looks a long-term sell, a survey by Commerzbank shows, also unearthing optimism over gold and oil prices
ICAC flags China threat to hopes for cotton price stability
The ICAC foresees cotton prices holding steady next season. But that may depend on the fate of China's auctions from its huge state reserves
Cotton futures ease from 9-month top, amid China worries
Investors are balancing reduced US cotton harvest hopes with concerns over a selldown by China of some of its huge stocks of the fibre
Hedge funds wrong-footed by wheat price surge
Hedge funds cut their net short in many grains - but not wheat - ahead of the price jumps late last week. In softs, livestock they turned more bearish
Australian cotton, wool prices to rise, says NAB
The bank issues upbeat price forecasts for cotton and wool, saying Australia production of both will lag government estimates
Australian output drop to give fresh lift to wool price rally
Australian wool production is on track to fall to its lowest in 90 years, at a time when Chinese have been in restocking mode, ANZ says
US cotton sowings to prove amongst lowest on record

Informa sees US cotton sowings falling even further than official forecasts show. But does that mean harvest prospects are poor too?

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