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  • Article / Yesterday at 7:55 GMT

    COT: Bullish bets cut heavily - agriculture the main culprit

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Bullish bets cut heavily - agriculture the main culprit
    Hedge funds cut bullish bets by 37% last week as the stronger dollar in general and heavy selling across the agricultural space in particular triggered a reduction to a one month low. Sixteen out of the 24 commodities tracked in this were net sold, not least soybeans, sugar, coffee and cotton.
    Read the article
  • 26 May
    Andreas Clenow Andreas Clenow
    No problem, Liam. Cocoa is getting quite interesting here. The price is finally breaking up into a potential new trend and the backwardation is supporting a positive...
    26 May
    peter peter
    is there any fundamental news for the negative breakout or just technical driven?
    4d
    Andreas Clenow Andreas Clenow
    Sorry for the late reply, Peter. The distinction may not be so clear, and it might not be important anyhow. The term structure is a major factor,...
  • 26 May
    fxtime fxtime
    Do you correlate COT to SWAP Dealer data? Often inverse situations occur on XAU and XAG
    26 May
    Ole Hansen Ole Hansen
    Hi Fxtime. No I don't normally but will take a look. thank you
  • Article / 22 May 2015 at 15:00 GMT

    WCU: King Dollar reigns over commodities

    Head of Commodity Strategy / Saxo Bank
    Denmark
    WCU: King Dollar reigns over commodities
    Commodities took a hit this week as the US dollar recovered from its recent slump. While sector-specific news continues to provide an array of economic, geopolitical and climactic drivers, King Dollar remains in the drivers seat with USD levels providing the overall direction for commodities across the board.
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    23 May
    LION KING LION KING
    This comment has been redacted
  • Trade view / 21 May 2015 at 23:20 GMT
    Short term

    Double up on coffee; downside move is overdone

    Managing Partner / Spotlight Group
    United Kingdom
    Last week the ICO gave a bullish outlook for coffee. But on Thursday that was undone following a report from Volcafe.
    I feel the downside slide was too aggressive. Buy at 129.05 so the average cost is 135.84 with a stop of 123.00.
    Read the Trade View
    22 May
    ChavaDonios ChavaDonios
    This comment has been redacted
    23 May
    LION KING LION KING
    This comment has been redacted
    5d
    vanita vanita
    Sir Stephen,
    Sir I have buy coffee at 138.
    And I made average at 134..
    I m still holding .
    What's ur advice I should hold or square off the position...
  • Trade view / 18 May 2015 at 23:18 GMT
    Short term

    Brazil's coffee export dip to support prices

    Managing Partner / Spotlight Group
    United Kingdom
    Brazilian coffee inventories have declined after production was hit by drought, and exports will fall. The ability of the rest of the world to fill the gap may be compromised, particularly with the prospect of an El Nino-caused drought in Vietnam.
    Read the Trade View
    19 May
    Stephen Pope Stephen Pope
    Hello Vanita,

    It is not my main market to follow, however, the attached chart will hopefully provide some guidance.

    I am looking at the index having scope to retrace...
    20 May
    vanita vanita
    thanxs steve
    21 May
    bgold bgold
    Brutal coffee.... Lets hope for the farmers there is a bottom. With KCN5 making new lows, i wouldn't hol dmy breadth. for reference: https://pbs.twimg.com/media/CE1QGusWoAEGJru.png:large...
  • 12 May
    Steen Jakobsen Steen Jakobsen
    sorry first chart wrong... Greece!
  • Article / 11 May 2015 at 9:01 GMT

    COT: Bullish commodity bets rise driven by energy, copper

    Head of Commodity Strategy / Saxo Bank
    Denmark
    Hedge funds increased bets on rising commodities for a third week as of May 5. Just like the previous weeks the buying interest has been focusing on the energy sector while at the other end key crops, such as corn and wheat continue to be sold. Bullish bets on gold was halved while copper more than doubled on China optimism.
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