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  • Article / Monday at 9:17 GMT

    COT: Gold's failed reaction to market turmoil laid bare

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Gold's failed reaction to market turmoil laid bare
    Hedge funds maintained an almost unchanged exposure to commodities during the week ending August 25, the day after "Black Monday" where global stocks went into free fall. Reductions in grains and softs were offset by a big jump in gold longs while short covering in oil was just a tickle before the floodgates burst wide open last Thursday
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  • Article / Thursday at 13:00 GMT

    Agricultural commodities trending lower

    Chief Investment Officer / ACIES Asset Management
    Switzerland
    The turmoil in the equity markets in recent days has eclipsed other sectors. One sector that shouldn't be forgotten, however, is agriculture commodities where clearly downward trends offer trading opportunities on the short side.
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    4d
    BertoLoloyse BertoLoloyse
    This comment has been redacted
  • 5d
    Will Joseph Will Joseph
    I find these action-oriented posts very helpful; thanks for sharing them. Quick question that is not specific to this trade. What are your thoughts on...
    4d
    Andreas Clenow Andreas Clenow
    There are many valid types of strategies that trade other deliveries than the most active. There could be several reasons. One of course is the term structure...
  • Article / 26 August 2015 at 9:53 GMT

    Daily Shot: Charting the 'Beijing put'

    TradingFloor.com Team / Saxo Bank
    Denmark
    Daily Shot: Charting the 'Beijing put'
    The PBoC's rate-and-RRR cuts will have the effect of injecting $100 billion into the country's markets, but investors remain fearful of a hard landing. Meanwhile, the emerging markets rout is shattering the Brazilian and Colombian currencies, as well as coffee prices.
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  • Article / 17 August 2015 at 9:02 GMT

    COT: Bullish commodity bets cut on China devaluation

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Bullish commodity bets cut on China devaluation
    Hedge funds cut bullish bets on commodities by 19% to 267,000 lots of futures and options during the week ending August 11. All sectors apart from metals were reduced as the surprise devaluation move by China last Tuesday increased worries about slowing demand from the world's largest consumer.
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  • Article / 14 August 2015 at 15:00 GMT

    WCU: Commodities quake as China rocks the world

    Head of Commodity Strategy / Saxo Bank
    Denmark
    WCU: Commodities quake as China rocks the world
    China's decision to devalue its currency helped send several commodities down to new multi-year lows this week. Being the biggest importer of many key commodities, including oil and industrial metals, this move has increased the cost of imports and the market worries that demand will suffer as a consequence.
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  • 14 August
    fxtime fxtime
    Luis Dreyfus must be happy with Arabica moves as the REAL weakness has been corrosive.
  • Article / 10 August 2015 at 9:01 GMT

    COT: Commodity exodus led by routed grains

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Commodity exodus led by routed grains
    Hedge funds cut bullish commodity bets for a third week with the grain sector seeing another reduction in recent established longs. Elsewhere buyers re-emerged in both crude oil and gold while bearish bets on copper has reached near record levels.
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  • Article / 05 August 2015 at 7:20 GMT

    COT: Commodity exposure slumps on price dump

    Head of Commodity Strategy / Saxo Bank
    Denmark
    During the last two weeks of July, hedge funds cut bullish exposure to commodities by 28% with selling seen across the board in response to renewed weakness, not least in energy and metals. The sharp rally in grains from June to July eventually triggered a reversal but this sector still accounts for 80% of the total net-long.
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