Been watching coffee prices today and noticed some interesting moves in the market. Both arabica and robusta futures jumped on Friday when the dollar weakened, with robusta hitting a 1.5-month high. The dollar weakness sparked some short covering across commodities, which definitely helped coffee prices today bounce higher. What caught my eye is how tight supply dynamics are supporting the rally. Brazil's coffee exports have been dropping significantly, and rainfall in their main growing regions is running well below average. That's traditionally bullish for coffee prices today. On the flip side, Vietnam's robusta production is ramping up with exports jumping 17.5% year-over-year, which is putting some pressure on robusta specifically. The USDA is forecasting global production will hit a record this season, but with ending stocks expected to fall, there's still some support underneath. Inventory levels on ICE recovered from their lows, which could cap further upside, but overall coffee prices today seem anchored by the supply concerns out of Brazil. Worth keeping an eye on weather developments there.