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  • 1d
    peter peter
    Still positive about coffee futures? thanks.
    1d
    Johan Berntorp Johan Berntorp
    I had to stop out this with a loss.
    1d
    Johan Berntorp Johan Berntorp
    Longer term yes, but in the medium term this decline raise questions. Next key support is $139.
  • Article / 15 July 2016 at 13:30 GMT

    WCU: Most commodities up but oil plays yo-yo

    Head of Commodity Strategy / Saxo Bank
    Denmark
    WCU: Most commodities up but oil plays yo-yo
    Crude oil is trading unchanged in a week where the tug of war between negative short-term and supportive long-term fundamentals made the market go like a yo-yo. The major gains belonged to soft and industrial commodities while gold retraced some of the strong post-Brexit advance as stock markets and bond yields recovered.
    Read the article
    15 July
    John Roberti John Roberti
    Dear Ole, Any reason why, suddenly, oil prices are up 1 dollar? So far dollar inside is up, data ion us rather good and stock market idle...
    15 July
    John Roberti John Roberti
    sorry for the typo! I mean dollar index is up
  • Article / 15 July 2016 at 1:41 GMT

    Morning Report APAC: Wall Street rally to lift Asian markets

    APAC Sales Trading Desk / Saxo Capital Markets
    Singapore
    Morning Report APAC: Wall Street rally to lift Asian markets
    The Bank of England unexplectedly decided to keep interest rates on hold. In equities markets, there has been a strong rally. In commodities, oil fell on oversupply concerns, while gold slipped to a two-week low. in equities, both the S&P 500 and the Dow hit record highs. Meanwhile news of the Bastille Day terror attack in France has brought widespread grief and sorrow.
    Read the article
  • 12 July
    Daniel Vasconcelos Daniel Vasconcelos
    indeed, continuing frosts down here in Brazil are damaging plantations and a crop reduction of 8.4% is now predicted for 2016. This is the biggest yearly decline...
    12 July
    Johan Berntorp Johan Berntorp
    Wow, interesting! Thanks for the input.
  • 11 July
    Ole Hansen Ole Hansen
    Bullish Brent crude oil bets reduced for a fourth consecutive week. In the week to July 5 hedge funds cut the Brent crude net-long by 4.5% to...
    11 July
    Ole Hansen Ole Hansen
    The orderly reduction of bullish oil bets continue. The combined net-long down 27% to 484k lots from April 26 peak
  • Trade view / 07 July 2016 at 8:38 GMT
    Short term

    Brewing on bullish outlook for coffee

    There are various strategies to manage positions, one is to have a core position aligned with an analysis or opinion on future developments of price from a longer-term perspective. One then at times add to this core position for shorter periods of time as favourable situations dictate. One such situation is currently present in coffee, building on a position outlined on June 15 with the possibility of a third wave breakout.
    Read the Trade View
    08 July
    Johan Berntorp Johan Berntorp
    It is important ETFs have liquidity in my opinion, JO:arcx is one I found that could work. Not available for leverage though. I have chosen the cfd...
    11 July
    Johan Berntorp Johan Berntorp
    Nice pop today, the balance trade is working nicely. One could move stop to $143.
    12 July
    Johan Berntorp Johan Berntorp
    First target hit, one can take profits.
  • Article / 01 July 2016 at 13:30 GMT

    WCU: Commodities bask in six-year quarter high

    Head of Commodity Strategy / Saxo Bank
    Denmark
    WCU: Commodities bask in six-year quarter high
    Most commodity sectors are back in demand following the Brexit vote on June 23. Record low bond yields on the back of raised speculation about renewed central bank action supported metals of all colours. Sugar and coffee found support in Brazil while oil remains rangebound after the initial squeeze and natural gas surged on improved fundamentals.
    Read the article
    02 July
    KaranKK KaranKK
    Hi Ole, Thanks for this excellent article. In next week, with more drivers out on roads in US and the Norwegian workers strike, won't the higher inventory...
    03 July
    bparkes19 bparkes19
    That's a bull flag on the oil chart. Usually resolves to the upside. Oil inventories have been building slower than the normally do on a seasonality basis...See...
  • Article / 20 June 2016 at 7:57 GMT

    COT: Brexit and weather driving commodity demand

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Brexit and weather driving commodity demand
    Hedge funds increased bullish commodity futures and options bets by 11% to 1.51 million lots during the week ending June 1. This was not least due to a continued surge in demand for agriculture commodities such as soybeans, corn, sugar and hogs. Brexit and a dovish FOMC supported a second week of strong gold demand.
    Read the article
    20 June
    Ole Hansen Ole Hansen
    The number of US rigs rose for a third consecutive week, this time by 9. As i wrote in the piece above funds have increased short bets...
    20 June
    John Roberti John Roberti
    Thank you for your valuable analysis
    20 June
    Ole Hansen Ole Hansen
    Hedge funds cut bullish bets on Brent crude by 4.5% or 17,333 lots last week. Longs were cut by 8.3K while shorts rose by 9k.
    This has...