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  • Article / 23 May 2016 at 16:12 GMT

    COT: Crude net-long jumped last week as short base collapsed

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Crude net-long jumped last week as short base collapsed
    Hedge funds increased commodity bets by 3% to 1.15 million lots, a two-year high, during the week ending May 17. Net buying was seen across all sectors apart from metals due to a second week of aggressive copper selling. Sugar longs hit a new record while crude oil longs jumped as the short base continued to dwindle on both WTI and Brent
    Read the article
    6d
    fxtime fxtime
    A 16:1 ratio seems more a tulip mania considering the increasing flotilla of crude stock holding. Whilst we have large outages on the world markets we aren't...
    6d
    Ole Hansen Ole Hansen
    Hi fxtime. That is an increased risk that can not be ignored. The question right now is what will be the trigger? The seasonal inventory draw/increased refinery...
    6d
    fxtime fxtime
    TOTALLY agree.....the safest route is via options. Straddle/Strangle OTM may be the safest but there are plenty of defined risk strategies available. Canada and Iran will likely...
  • Video / 18 May 2016 at 11:35 GMT

    USD gaining strength, WTI bulls running for $50/b: Van-Petersen

    Kay Van-Petersen
    Kay Van-Petersen from Saxo Bank's Singapore office outlines the prospects of the US dollar going even higher after a huge bounce last week. If the US dollar gets stronger, it will pose difficulties for commodities, emerging markets and equities.

    Currently WTI crude oil is strong and the bulls are running for $50/barrel. If this is the case, shorting copper, coffee and the Canadian dollar could be trade ideas, according to Van-Petersen.
    watch video
  • Article / 16 May 2016 at 9:15 GMT

    COT: Bullish commodity bets reduced as dollar strengthens

    Head of Commodity Strategy / Saxo Bank
    Denmark
    Hedge funds reduced bullish commodity bets for the first time in five weeks last Tuesday as the dollar strengthened. The biggest reduction was in metals with copper traders returning to a net short after just two weeks. Both gold and oil saw reductions as the short base increased
    Read the article
  • Trade view / 13 May 2016 at 10:14 GMT
    Short term

    Time for coffee

    Trader / Saxo Capital Markets Pte Ltd
    Singapore
    "Coffee C" futures have staged an 8% rally over the past five trading days. Can the rally continue? Here's one way to trade it.
    Read the Trade View
    20 May
    Edmund Liu Edmund Liu
    Pulled the trigger too early on this one. The Stochastics (%K) line crossed over and then dramatically changed course through the day. Should have waited for the...
  • Article / 11 May 2016 at 9:05 GMT

    From the Floor: US dollar rally stops short

    Saxo Bank
    Norway
    From the Floor: US dollar rally stops short
    The US dollar's rally has stopped short of a full reversal, and the major dollar pairs EURUSD and USDJPY could be set to test lower, says Saxo Bank's John J Hardy. Elsewhere, farm commodities have surged, while crude oil is stuck between the contradictory drivers of supply outages and rising inventories.
    Read the article
  • 09 May
    Ole Hansen Ole Hansen
    Crude oil running out of gas? At least that is what the COT data on Brent crude could be indicating for the week ending May 3. During...
  • Article / 02 May 2016 at 7:29 GMT

    COT: Bullish commodity bets back above 1 million lots

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Bullish commodity bets back above 1 million lots
    Hedge funds kept up brisk buying last week, with the total net long across 12 major commodities rising by one-third to more than one million lots and grain accounting for most of the increase. Copper saw strong demand in a crazy week for China-dependent commodities.
    Read the article
    06 May
    anthclarke anthclarke
    Fundamentals for $JO looking very good on a medium term basis. Regardless of the current supply concerns in Brazil the stronger demand from Asia should drive prices...
  • Article / 25 April 2016 at 8:00 GMT

    COT: Commodity bets surge on broad-based buying interest

    Head of Commodity Strategy / Saxo Bank
    Denmark
    Another strong week for commodities attracted continued buying from hedge funds. The positioning of 12 major commodities jumped by 43% to 782,000 lots, a far cry from the net-short of 142,000 lots seen just 3-months ago. The net-longs in silver and WTI crude oil hit a new record and an 11 month high respectively.
    Read the article
    25 April
    Ole Hansen Ole Hansen
    The ICE Europe Exchange has just released its weekly COT data on Brent Crude oil. The net-long increased by 4% to a new record of 418,000...
    25 April
    Nickolya Nickolya
    I noticed, according to statistics, after the maximum should be a sudden correction
  • Article / 18 April 2016 at 9:32 GMT

    COT: Silver longs at record, oil bought ahead of Doha

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Silver longs at record, oil bought ahead of Doha
    Hedge funds were small net-buyers of commodities during the week ending April 12 but within the different sectors some major changes were seen. Crude oil longs rose on short-covering, silver hit a new record long, copper long reversed into a short while soybeans jumped jumped to an 8-month high.
    Read the article
    18 April
    Ole Hansen Ole Hansen
    The ICE exchange earlier published speculative data for Brent crude. Last Tuesday the net-long jumped by 13% to a new record of 402.820 lots. The ratio between...
    18 April
    Nickolya Nickolya
    thanks