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  • Article / Yesterday at 12:05 GMT

    Russia squeezed even if Urals oil bounces to $40/b

    Russia oil and gas expert
    United Kingdom
    Russia squeezed even if Urals oil bounces to $40/b
    Russia's budget projections for 2016 and 2017 are based on an average Urals oil price of $40/barrel and a widening budget deficit. Even with that apparently optimistic scenario for oil, the Russian government would need to borrow extensively, keep the rouble weak, and hope for the better.
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    20h
    fxtime fxtime
    One boon for Russia however is the current rally in gold values. A very short term measure for them though.
  • Article / Monday at 8:50 GMT

    COT: Oil battle heats up; gold vulnerable to profit taking

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Oil battle heats up; gold vulnerable to profit taking
    Money managers were net-sellers of commodities during the week ending February 2. Selling across the energy sector and sugar more than offset ongoing buying of gold and grains and continued short-covering of copper and corn. The bull and bear fight in WTI oil is raging on with short positions near a record while longs have reached a 7-month high.
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    4d
    Ole Hansen Ole Hansen
    Hi ozy. The growing long reflects a belief that oil will go higher but as fxtime also mentioned when you have a very crowded trade you look...
    4d
    Ole Hansen Ole Hansen
    With regard to gold the cheer stress being seen across the other asset classes continue to provide gold as well as silver with support. Silver has broken...
    4d
    ozy ozy
    Thanks Ole.
  • Article / 03 February 2016 at 15:00 GMT

    Oil: What to look out for in today's inventory report

    Head of Commodity Strategy / Saxo Bank
    Denmark
    Oil: What to look out for in today's inventory report
    Crude oil is making up for lost ground ahead of the weekly inventory report from the US EIA at 1530 GMT. Short-covering after a brutal two-day selloff, a weaker dollar and comments from Russia about cooperation with Opec have all supported a small bounce today. We take a look at some of the numbers to look out for.
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    03 February
    Ole Hansen Ole Hansen
    Crude oil inventories jump 7.7M bbl to 502.7M and gasoline inventories also rose by more than expected. Cushing jumped 747k while production only slowed by 7k barrels....
    03 February
    buelte buelte
    hi Ole, re. the 2nd graph, shouldn't it be ... 2014,2015,2016 ???
    03 February
    ozy ozy
    Mr. Ole, here I wanna write what I think about an Opec move, please tell me if that's possible: Around a 10million bpd production for saudi and...
  • Squawk / 02 February 2016 at 15:24 GMT
    research analysis in intrady and short term strategy in xau/usd and xag/usd / WWW.MCXMASTER.IN
    India
    After plunge for warmer weather report in us. gas continue down for this two days. now time to buy and wait for our tgts.mm

    buy nat gas cmp $1.985 and keep sl $1.900

    and tgt1 $2.180 and 2.260.mm
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  • Article / 02 February 2016 at 15:15 GMT

    Gold comes in from the cold as macro scene weakens

    Head of Commodity Strategy / Saxo Bank
    Denmark
    Gold comes in from the cold as macro scene weakens
    Turmoil in equity and oil markets is sustaining a month-long recovery in gold. The struggling US oil and gas sector was a major cause of slowing US growth in the fourth quarter of 2015, and that has prompted a quiet change among Fed policymakers as to how aggressive they can be on future tightening.
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    02 February
    Jeff Carnes Jeff Carnes
    "Investors have also returned in droves to exchange-traded products, and Bloomberg has recorded a flow of $1.8 billion into gold ETPs so far this year. The biggest...
    02 February
    Jeff Carnes Jeff Carnes
    I also recall there was a well documented visit by CNBC's Bob Pisani to GLD's vault. This visit was organized by the management behind GLD to prove...
  • Article / 01 February 2016 at 9:03 GMT

    COT: Bullish oil bets jumped 35% last week on output cut hopes

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Bullish oil bets jumped 35% last week on output cut hopes
    Money managers increased bullish bets on WTI Crude oil by 34% during the week ending January 26. Commodities in general saw renewed demand as hedge funds turned net long for the first time in five weeks. Apart from oil strong buying was seen in gold, copper, corn while selling was concentrated in sugar as longs continue to be scaled back
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