All
  • All
  • Articles
  • Squawks
  • Trade views
  • Must reads
  • Videos
  • Calendar
Views
Write a Squawk
No posts
  • Article / 9 hours ago

    COT: WTI crude rally above $54 driven by short-covering

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: WTI crude rally above $54 driven by short-covering
    Hedge funds and money managers turned net buyers of commodities during the week April 21. WTI crude, soybeans and sugar received most of the buying interest while silver, corn and wheat were sold heavily. The net-long across 24 major commodities currently stands at just 147,000 lots with bearish bets being held in in ten of them.
    Read the article
  • Article / 20 April 2015 at 8:50 GMT

    COT: Bullish bets halve as heavy selling hits crops and gas

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Bullish bets halve as heavy selling hits crops and gas
    The big jump in bullish bets during the week of April 7 only lasted for one week. The latest data covering the week ending April 14 shows that hedge funds cut their net-long exposure to 24 commodities by 50% to a new record low. Selling was seen across most sectors, particularly crops and beans, together with natural gas.
    Read the article
    20 April
    Clive Lambert - FuturesTechs Clive Lambert - FuturesTechs
    Ole, what do you think is going on in Silver. Open Interest is at almost historic highs but price and other data sources don't really suggest that...
  • Article / 13 April 2015 at 9:04 GMT

    COT: Oil, gold lead bullish commodity bets

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Oil, gold lead bullish commodity bets
    Hedge funds were strong buyers during the week ending April 7, with WTI crude and gold seeing an especially strong uptick in demand. Overall bullish bets across the 24 commodities tracked herein jumped by 60% from a record low the previous week, with 14 out of 24 commodities being net bought.
    Read the article
  • Article / 06 April 2015 at 13:06 GMT

    COT: Short covering supporting WTI crude oil and gold

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Short covering supporting WTI crude oil and gold
    Hedge funds maintained a near record low exposure to commodities during the week ending March 31. The total net-long rose by just 4,000 lots of futures and options to 138,000 lots and net-short positions where held in eight out of the 24 commodities tracked in this. Buying of metals was offset by selling of energy, not least natural gas.
    Read the article
  • Article / 23 March 2015 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
    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...
    26 March
    bgold bgold
    Update on KC?
    5d
    bgold bgold
    New thoughts on Coffee. KCN5 making new highs and b/o > 50ema