Ole Hansen

Ole Hansen

USER AND ACCOUNT INFORMATION
Gender:
Male 
Nationality:
Danish 
Timezone:
(GMT+01:00) Amsterdam, Berlin, Bern, Rome, Stockholm, Vienna 
Interest:
26 elements in commodities
 View interests
User type:
Community member, Blogger, Saxobank employee 
Trading experience:
Veteran (>5 years) 
Company:
Saxo Bank 
Title:
Vice President, Trading Advisory 
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
109 Views
1 Likes
0 Comments
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
0 Comments
Ole Hansen, Saxo Bank, 30 January 2012

IMM CFTC: Euro short investors not rattled despite the rally

Despite the recent EUR rally, which has seen it rebound above 1.30 versus the dollar, hedge funds and large investors continued to increase their bearish view on the European currency in the week to last Tuesday. Read more
177 Views
4 Likes
0 Comments
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
369 Views
0 Likes
0 Comments
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
1 Likes
0 Comments
Ole Hansen, Saxo Bank, 23 January 2012

IMM CFTC: Belief in lower Euro strongest since its 1999 debut

Hedge funds and large investors ignored the increased risk of pull-back in the euro. As of last Tuesday they added another 5,000 contracts bringing the net short to 160,030 contracts, the most on record since the currency made its debut in 1999. Read more
203 Views
1 Likes
0 Comments
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
1 Likes
0 Comments
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
0 Likes
0 Comments
Ole Hansen, Saxo Bank, 16 January 2012

IMM CFTC: Euro short conviction rising

Hedge funds and large investors sold another 16,286 contracts of Euro futures bringing the net holding to -155,195 contracts, a third consecutive week with a new record short. Read more
275 Views
1 Likes
0 Comments
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
0 Likes
0 Comments
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
0 Likes
0 Comments
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
1 Likes
0 Comments
Ole Hansen, Saxo Bank, 09 January 2012

IMM CFTC: EUR shorts hits fresh record levels again

Last week an additional 11.03K contracts were sold bringing the net EUR short position to a new record of -127.9k contracts, the equivalent of EUR 16 billion. Read more
261 Views
1 Likes
0 Comments
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
0 Likes
0 Comments
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
1 Likes
0 Comments
Ole Hansen, Saxo Bank, 02 January 2012

IMM CFTC: Speculators begin 2012 with record short Euro position

Speculators in increased numbers continue to express their negative views on the Eurozone by shorting the Euro, according to the CFTC. The negative Euro sentiment has now easily surpassed levels seen when Greece faced a possible default in May 2010. Read more
557 Views
1 Likes
0 Comments
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
0 Likes
0 Comments
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
2 Likes
0 Comments
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
0 Likes
0 Comments
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
1 Likes
0 Comments
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    Biography
    Ole Hansen is a specialist in traded futures with particular focus on commodities. He has previously worked 15 years in London most recently for a multiasset futures and foreign exchange hedge fund where he was in charge of the trade execution team.
    Disclaimer
    Non-independent investment research
    This investment research has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Further it is not subject to any prohibition on dealing ahead of the dissemination of investment research. Saxo Bank, its affiliates or staff, may perform services for, solicit business from, hold long or short positions in, or otherwise be interested in the investments (including derivatives), of any issuer mentioned herein. » Read more
     
     
     

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