All
  • All
  • Articles
  • Squawks
  • Trade views
  • Must reads
  • Videos
  • Calendar
Views
Write a Squawk
No posts
  • Article / Monday at 8:16 GMT

    COT: Commodity exodus took on urgency ahead of FOMC

    Head of Commodity Strategy / Saxo Bank
    Denmark
    Hedge funds cut their bullish exposure for the fourth week ending on March 17, the day before the FOMC meeting. The net-long position collapsed by 60% to a multi-year low of just 132,000 lots. A rising USD, at least until last Tuesday, combined with ample and rising supply of many key commodities have triggered this unprecedented exodus out of raw materials
    Read the article
  • Article / 20 March 2015 at 14:20 GMT

    Precious metals enjoy boost from dovish FOMC

    Head of Commodity Strategy / Saxo Bank
    Denmark
    Precious metals enjoy boost from dovish FOMC
    Commodities reached a new 12-year low before the weakness was halted by a dovish FOMC statement on Wednesday. Precious metals and soft commodities staged a comeback for different reasons while the energy sector remains under pressure from rising supply.
    Read the article
  • Saxo TV / 20 March 2015 at 11:15 GMT

    Gold and coffee enjoy a break while oil slips again

    Ole Hansen
    Gold has found support this week from weaker bond yields, the stabilising dollar and continued uncertainty over Greece. Arabica coffee has also had a better week, but will it last asks Saxo's Ole Hansen. Crude meanwhile has had another disappointing few days.
    watch video
  • Editor’s Picks / 20 March 2015 at 0:45 GMT

    Starbucks joint venture brewing in China

    Wall Street Journal
    Starbucks and Tingyi (Cayman Islands) have announced plans to expand Starbucks’ line of bottled Frappuccino drinks across China, writes the Wall Street Journal. Tingyi, which makes instant noodles and also manufactures and distributes PepsiCo ’s products in China, will manage the manufacturing and distribution. Starbucks will oversee branding and future product development. The move will open Starbucks’ reach far beyond its own stores and the 6000 locations in the Middle Kingdom where it currently sells its bottled drinks. Euromonitor research shows sales of ready-to-drink coffee in China rose to 5.48 billion yuan last year, up 22% from a year earlier.
    Read article on Wall Street Journal
    Go to post
    20 March
    Neil_Flynn Neil_Flynn
    Starbucks in China is the same price as it is in the west, yet you will always see people queuing in every store, because it is somewhat...
  • Saxo TV / 17 March 2015 at 9:56 GMT

    Hansen: Is coffee brewing for a break?

    Ole Hansen
    The coffee price has been particularly low so far this year, driven in part by the weakness of the Brazilian Real against the US dollar. Saxo's Ole Hansen says it's now starting to stabilise. He says a break above 142.20 cents/lb could see the bean target 155.
    watch video
    19 March
    bgold bgold
    KCK5 broke 142.20.... Still like the situation?
    20 March
    Ole Hansen Ole Hansen
    KCK5 broke above 142.2 yesterday which now could signal a potential move towards 155. One concern is the fact that the BRL continues to weaken. Dollar weakness...
    1d
    bgold bgold
    Update on KC?
  • 16 March
    carlosdemarch carlosdemarch
    Hi Martin, can you please add the full COT document on the website? Thanks in advance
    16 March
    Ole Hansen Ole Hansen
    Hi Carlos. Should be updated shortly.
  • Article / 13 March 2015 at 13:50 GMT

    WCU: Crude oil retreats on US and potential Iran whammy

    Head of Commodity Strategy / Saxo Bank
    Denmark
    WCU: Crude oil retreats on US and potential Iran whammy
    The broad-based Bloomberg commodity index fell by 2.3% while the dollar rose by almost the same amount, highlighting the current focus on the surging Greenback. The energy sector has also been hurt by the prospect of a continued rise in US inventories and the prospect of a deal with Iran, while precious metals have begun nervously looking ahead to next week's FOMC meeting.
    Read the article
    13 March
    Ole Hansen Ole Hansen
    First target in WTI crude met with the focus turning to the January low
    13 March
    Naeemullahjan Naeemullahjan
    Sir oil is buying position
    15 March
    FAZAL ABBAS FAZAL ABBAS
    What will happen in Stock n gold market ? If
    FED will surprise in 18 march meeting by raising interest
  • Article / 13 March 2015 at 8:00 GMT

    Morning Markets: The eagle stumbles

    Publication / TradingFloor.com
    Denmark
    Morning Markets: The eagle stumbles
    Weaker than expected US retail sales produced a rare (of late) phenomenon yesterday: a slight rally in EURUSD. Today's PPI report will show whether US weakness will become a real narrative or if yesterday's stumble was just a blip.
    Read the article
  • Editor’s Picks / 10 March 2015 at 10:34 GMT

    Perk up! Coffee headed higher

    CNBC
    Coffee is the worst performing soft commodity this year as rains in Brazil drive down prices, but experts say positive fundamentals should translate into a solid rebound, CNBC's Nyshka Chandran reports. Arabica coffee listed on the Intercontinental Exchange (ICE) is down over 20 percent year-to-date, with prices hovering at one-year lows around 130 US cents per pound. But commodity analysts at Rabobank expect prices to climb 15 percent to 150 cents by year-end.
    Read article on CNBC
    Go to post