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  • Squawk / 14 January 2017 at 13:00 GMT
    Head of Commodity Strategy / Saxo Bank
    Denmark
    Commitments of Traders report covering the week ending January 10. Update to follow on Monday
    Read the Squawk
    6d
    AIRLINE AIRLINE
    Ole, great, but now you deserve the week-end off...

    Enjoy!
    6d
    Ole Hansen Ole Hansen
    Thank you
    6d
    Morris Morris
    Why are we cutting long positions at the bottom and decreasing shorts at the top? or could it be increasing short positions at the bottom of the...
  • 09 January
    Ole Hansen Ole Hansen
    Funds increased bullish Brent crude oil bets by 3,463 lots to 458k in week to Jan 3.
    Funds maintained a combined (WTI+Brent) record long oil position of 790...
    09 January
    John Roberti John Roberti
    Ole, How can we explain the drop of 1,50 dollar in oil prices today without apparently any news from the front and despite the increase in long...
    10 January
    tellechea19 tellechea19
    Oil break under 52$. But according to the article the felling is still bullish (Long term). Is this a price correction?
  • 09 January
    Ole Hansen Ole Hansen
    Beginning next week we will narrow the focus from non-commercial to positions held by Leveraged Funds only. This will result in a bigger dollar long with the...
  • 04 January
    Ole Hansen Ole Hansen
    The CNH has seen the biggest one-day rally since January 11 last year. This from Reuters:
    China stepped into both its onshore and offshore yuan markets to shore...
  • Article / 02 January 2017 at 8:49 GMT

    COT: Fund exposure skewed towards energy as 2017 begins

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Fund exposure skewed towards energy as 2017 begins
    Hedge funds continued to rotate out of metals and agricultural futures and into energy in the final full week of December. All of the five energy futures saw net longs at one-year highs, while the exodus out of metals, especially gold, continued. The combined exposure on key crops was flat, with soybean longs offsetting wheat and corn shorts.
    Read the article
    02 January
    Ole Hansen Ole Hansen
    In case gold moves higher we are likely to see these positions being adjusted, especially the gross short which has doubled after gold broke below $1200.
    02 January
    Morris Morris
    That would be highly reactive. Can you get into the emotions and minds of the two?
    03 January
    Nickolya Nickolya
    thanks
  • 28 December
    matsuri matsuri
    any negative news for oil and we see fast and significant correction.
  • 19 December
    Emre Balduk Emre Balduk
    Hello Mr. Hansen, what do you think about cotton prices?