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  • Squawk / 9 hours ago
    Head of Commodity Strategy / Saxo Bank
    Denmark
    Commitments of Traders report for the week ending June 20 covering commodities, IMM currencies, stock index and bond futures. Updates to follow on Monday.
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  • Squawk / Monday at 15:12 GMT
    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT reports from the week ending June 13 covering commodities, IMM currency futures and financials
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    5d
    Ole Hansen Ole Hansen
    Grains, metals, softs and energy
  • Article / 12 June 2017 at 7:36 GMT

    COT: Euro stuck in neutral — #SaxoStrats

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Euro stuck in neutral — #SaxoStrats
    Leveraged funds continued to cut bullish IMM dollar longs in the week to June 6. The net change, however, was limited, with selling of GBP and AUD offsetting the buying across the other six currency futures contracts. Euro traders are increasingly uncertain about the next move with long and short positions both being cut.
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    12 June
    Market Predator Market Predator
    Peace before FED's potencial storm? IMM currency pretty balanced IMHO.
  • Squawk / 11 June 2017 at 6:51 GMT
    Head of Commodity Strategy / Saxo Bank
    Denmark
    Commitments of Traders in commodities, IMM currency futures and financials covering the week ending June 6.
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    12 June
    Ole Hansen Ole Hansen
    Palladium's discount to platinum has dropped to just $40, the lowest since 2001. I'm probably a bit contrarian on this trade and could see most of the...
    12 June
    Emre Balduk Emre Balduk
    Ole, thank you so much. What is your expectation about cotton, july and dec? Best regards
    12 June
    Pandorra Pandorra
    Thank you Ole! Waiting for new calls from ur side ;)
  • 07 June
    Cat Cat
    Thanks for the context Ole.
  • Article / 05 June 2017 at 8:23 GMT

    COT: Funds turn euro-neutral after 3 years of selling

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Funds turn euro-neutral after 3 years of selling
    Leveraged funds cut bullish IMM dollar bets by 16% to $10 billion, a 13-week low. Persistent short-covering in IMM euro has been a key driver in recent weeks. Last week the EUR net short (futures and options combined) stood at just 1,337 lots, the weakest short in three years.
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    05 June
    Pandorra Pandorra
    Thank you, Ole. How do you think what's a timing it shud be to deliver EUR USD back to 3-years ago passed area 1.28-1.30. Calendar swaps...
  • Article / 05 June 2017 at 7:58 GMT

    COT: Oil bought in post-Opec slump, gold stays in demand

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Oil bought in post-Opec slump, gold stays in demand
    Hedge funds cut bullish exposure across 23 US-traded commodity futures and options by 13%, or 93,000 lots, in the week ending May 30. The reduction was primarily driven by selling of natural gas, sugar and continued selling of key crop futures, not least the soybean complex. Oil was bought despite a price slump after the May Opec meeting, and gold remained in demand.
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  • Squawk / 30 May 2017 at 6:34 GMT
    Head of Commodity Strategy / Saxo Bank
    Denmark
    Commitments of Traders tables covering commodities, IMM forex and financials for the week ending May 23.
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  • Squawk / 21 May 2017 at 15:50 GMT
    Head of Commodity Strategy / Saxo Bank
    Denmark
    Commitments of Traders tables covering hedge fund positions in commodities, IMM currencies and financials for the week ending May 16
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