GSX Market Blog
Henry WalshCommodities and markets
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 25 | Founded | 5 years ago | Last Issue | 3 months ago |
| Active | |||||
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henrywalsh.substack.comLatest Issues
Moving on
Hello all,
it has been awhile.
I will no longer be publishing any commodity related content via this channel.
With most of the commentary being published as GSX, we now have a dedicated website with research and content.
For those that...
Coffee Market Update
Hello All,
Going forward we will publish the monthly coffee market updates just to LinkedIn to avoid duplication.
Last month’s comment is at the link below.
https://www.linkedin.com/posts/great-southern-cross-commodities-pty-ltd_coffee-m...
GSX July 2025 Coffee Market Update
Any market or trading views are in no way are to be considered investment advice.
Market Recap
July brought significant turmoil for U.S. coffee roasters, driven by political headwinds and tariff escalation. President Trump's tariff announ...
GSX May 2025 Coffee Market Update
Any market or trading views are in no way are to be considered investment advice.
Coffee Market Update – May 2025
May was defined by steady liquidation in the paper markets and mounting caution on the physical side. Arabica futures trende...
Liquidity? What Liquidity?
So you have seen the Cocoa and Coffee markets in the news a lot in the past 2-3 years. Unprecedented volatility, record high prices, lots of money being made (supposedly) and yet the open interest in these futures contracts is collapsing.....
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Authors
The writers behind this newsletter.
I like to write about commodity markets and macro amongst other stuff.
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