Commodities

Ole Hansen, Saxo Bank, 03 February 2012

Gold and silver glitter; natural gas dogged by oversupply

Looking at year-to-date returns across different asset classes one would almost think that we were looking at a 6 month review. A strong performance has been seen across many different asset classes. Some have had the strongest start for decades. Read more
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TomasBerggren, 02 February 2012

Time for Bull market - the awakening of the Russian Bear?

A political turning point for Russia may be near. If it is, what are the risk-reward scenarios for equities in the underperforming Russian market? Read more
214 Views
2 Likes
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Ole Hansen, Saxo Bank, 30 January 2012

Commodity CFTC: Rally attracting further hedge fund buying

Last week hedge funds increased bullish bets to the most in two months as the strong January rally in commodities continued. Read more
255 Views
2 Likes
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Hugh Taggart, Saxo Bank, 25 January 2012

New Saxo Bank Financial Calendar launched on TradingFloor.com

Saxo Bank has today launched a new financial calendar covering major global macro-economic, corporate and geopolitical events. The calendar has a home on TradingFloor.com where there will be real-time updates of major event data. Read more
393 Views
11 Likes
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Ole Hansen, Saxo Bank, 23 January 2012

Crude oil and the impact of EU sanctions against Iran

The EU today agreed to impose an embargo on crude imports from Iran. The move which was widely expected is part of sanctions over its nuclear intentions and in order to accommodate countries currently relying on Iranian oil. Read more
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Ole Hansen, Saxo Bank, 23 January 2012

Commodity CFTC: Oil demand firm while grains are dumped

The total net long position of futures and options contracts fell by 5 percent due to a massive long liquidation in the grain sector. Exposure to the energy sector rose 7 percent as investors net bought all four energy groups, especially WTI crude. Read more
211 Views
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Ole Hansen, Saxo Bank, 20 January 2012

Commoditiy rally fades

Most commodities are struggling to keep up with the strongest start for stocks in decades.The surprise top performing sector so far has been industrial metals while others are mostly flat with the exception of agriculture which has been falling. Read more
219 Views
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Ken Veksler, 19 January 2012

This market does not respect you anymore

EURUSD has been well bid for the last 10 hours or so and barely moved during the course of the Asian session. This morning we took out some of the stops above 1.2880 and don’t seem to be done just yet now awaiting the Spanish auction results. Read more
373 Views
2 Likes
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Ole Hansen, Saxo Bank, 16 January 2012

Commodity CFTC: Speculators caught long and wrong before sell-off

Since the low point reached just three weeks ago hedge funds have increased their long exposure to commodities by 42 percent and they only hold outright short positions in 6 out of the 24 contracts that we track. Read more
289 Views
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Ole Hansen, Saxo Bank, 13 January 2012

Iran tension postponed – oil lower

The delay of Europe's enforcement of an Iran embargo to give some countries time to find alternative supplies helped trigger the biggest weekly decline in crude in a month. The USDA wrong-footed the market leaving traders caught long on corn futures. Read more
206 Views
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Ole Hansen, Saxo Bank, 13 January 2012

Q1 Commodity Outlook: Markets braced for headwinds

Against the backdrop of an uncertain global economic outlook, with Europe looking very bad, Asia probably worse than consensus and the US improving somewhat, commodity traders will be looking towards 2012 with some confusion. Read more
175 Views
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MattBolduc, Saxo Bank, 12 January 2012

Iran's sabre rattling boosts oil and threatens stocks - part 1

In between the threat of an Iranian oil embargo by western countries and Iran’s own retaliatory warning of closing the Strait of Hormuz, we examine the potential importance of this political posturing on oil prices and stocks. Read more
345 Views
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Ole Hansen, Saxo Bank, 09 January 2012

Commodity CFTC: Hedge funds back with a vengeance

Hedge funds and large investors increased their overall exposure by 20 percent to 888,000 contracts of futures and options as of last Tuesday. In nominal terms this was a 7 billion dollar increase and the biggest weekly advance since July 2010. Read more
254 Views
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Ole Hansen, Saxo Bank, 06 January 2012

Commodities boom – for now

The annual return of investors and traders after weeks of hibernation has caused the usual chasing after potential profitable trades. Fresh money has been put to work and the energy sector and precious metals have so far been the main recipients. Read more
429 Views
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chathamhouse.org, 05 January 2012

The Hidden Energy Crisis in Saudi Arabia

Research piece from Chatham House, posted Wednesday, on how growth in Saudi domestic energy demand should cause international concern. If it continues at the current rate, it could jeopardize the country's ability to stabilize world oil markets. Read more
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Ole Hansen, Saxo Bank, 04 January 2012

Oil rallies as geopolitical tensions remain high

WTI Crude oil, which has rallied strongly since mid December, closed yesterday at the highest level in eight months rallying by 4.2 percent on the first trading day of the year. Read more
142 Views
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Ole Hansen, Saxo Bank, 02 January 2012

Commodity CFTC: Grain exposure doubles on South American drought

As of last Tuesday hedge funds and large investors increased their overall exposure to the 24 US traded commodities that we track by 12 percent to 738,000 lots. The weekly increase came mainly from a 3 billion dollar addition into energy and grains. Read more
424 Views
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Ole Hansen, Saxo Bank, 30 December 2011

Commodities 2011: From boom to gloom

As the rollercoaster ride of 2011 comes to an end we take a look at what influenced different commodities' performances and peer into a crystal ball for signs of what lies in store for us during the early part of 2012. Read more
496 Views
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Ole Hansen, Saxo Bank, 27 December 2011

Risk of a bounce increases as bullish bets are cut again

Hedge funds cut their long exposure in US commodities to the lowest level since March 2009. As of last Tuesday futures and options positions were cut by 12 percent to 656,000 contracts, a nominal reduction of 9 billion dollars to 60 billion dollars. Read more
205 Views
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Ole Hansen, Saxo Bank, 19 December 2011

Gold speculators cut longs by 11 percent

Speculators trimmed their long exposure to a 31 month low amid uncertainty about the economic outlook. Major movers were gold where longs were cut by 11 percent while natural gas shorts were trimmed after a month long decline. Read more
407 Views
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Commodity trading insight

TradingFloor.com’s Commodities section provides valuable research, insights and commentary on commodities trading, either via futures or CFDs. Coverage includes the major commodities in the energy complex, the precious and base metals complex and the agricultural complex. Regular content includes the Weekly Commodity Update published in text and video formats.

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Trading Floor's Commodities Authors
Ole S Hansen

Ole S Hansen
Vice President, Trading Advisory, Saxo Bank
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