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  • Article / Monday at 7:53 GMT

    COT: Buyers return, but only in grains via short covering

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT:  Buyers return, but only in grains via short covering
    Hedge funds increased their bullish exposure to commodities by 15% during the week of June 23. But the buying was concentrated in the grain sector where a potential fundamental change in the outlook triggered some aggressive short covering. Gold was the exception among the metals where selling, not least of copper, continued.
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  • Article / 22 June 2015 at 8:09 GMT

    COT: Hedge funds cut agri exposure and raise energy

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Hedge funds cut agri exposure and raise energy
    Hedge funds were net sellers of commodities during the week ending June 6. The 27% reduction to the lowest exposure in two months were triggered by broad based selling of agriculture commodities and continued selling of metals. The energy sector were generally bought primarily due to short covering in natural gas.
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  • Article / 15 June 2015 at 9:45 GMT

    COT: Energy long liquidation, metal shorts in focus

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Energy long liquidation, metal shorts in focus
    Hedge funds were very active in the commodity market during the week of June 9. Long liquidation in energy and increased short selling in metals reduced the net-long across these sectors. Ill timed short-covering of key crops gave this sector a lift just before a supply and demand report sent the price crashing back down.
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  • Article / 12 June 2015 at 11:00 GMT

    Mapping agricultural trends

    Chief Investment Officer / ACIES Asset Management
    Switzerland
    Mapping agricultural trends
    Agricultural commodities present an interesting asset class, as they feature long-term, stable trends. Sugar and coffee, for instance, have been declining for a very long time, while cocoa prices show a stable uptrend.
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  • Article / 08 June 2015 at 9:00 GMT

    COT: Commodity exposure at five-week low

    Head of Commodity Strategy / Saxo Bank
    Denmark
    Hedge funds cut their net-long exposure to commodities for a second week as of June 2. Eleven out of the 24 commodities tracked in this were sold with natural gas and HG copper taking the biggest hit while buyers were most noticeable in grains, not least soybeans and wheat.
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    09 June
    skvyacheslav skvyacheslav
    Prompt please how you look at gold? Whether it is worth opening Long on gold?
  • Article / 01 June 2015 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.
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  • 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?
    29 May
    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,...