Coffee futures in New York are surging toward record highs as tariffs and adverse weather in Brazil disrupt global supply chains. For traders and investors, the rally signals ripple effects far beyond the commodity pits — from Starbucks’ pricing power to McDonald’s McCafé cost squeeze.

In this episode of Breaking News to Trading Moves, we break down the biggest winners and losers in equity markets from the coffee shock, highlighting consumer brands, agricultural traders, and foodservice companies likely to feel the heat.

Tune in for timely long and short trading ideas around this brewing inflation story.