Coffee continues to surge, pacing all ETF gains despite a drop today. XME is breaking a five year downtrend, up 3.5% on strong iron ore price gains recently, while Transports exploded higher yesterday only to fall after a brutal report from HTZ this morning (which has spilled over to other transport names). New Zealand and Mexico have both rallied recently after large drops. In the worst performers list, natural gas continues to contend with brutal warm weather forecasts, Turkey struggles with political risk, and oil-related ETFs decline.

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