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  • Article / 12 June 2017 at 9:00 GMT

    COT: Gold exposed ahead of FOMC — #SaxoStrats

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Gold exposed ahead of FOMC  — #SaxoStrats
    Hedge funds cut bullish exposure across 23 US traded commodity futures and options by 6%, or 34,932 lots, in the week ending June 6. For a second week the bulk of the selling was driven by continued long liquidation of natural gas. Oil was bought due to the Qatar spat, while a three-week record buying spree has left gold exposed ahead of the FOMC meeting.
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    12 June
    Ole Hansen Ole Hansen
    Funds cut bullish Brent crude oil bets by 12% or 42,000k in week to June 6. Biggest one-week jump in gross-shorts since Nov 8
    12 June
    Market Predator Market Predator
    Hello Ole. Interesting disrepancy between speculative change WTI Oil longs between: Nymex & ICE. (Nymex adding; ICE quite significantly reducing) Not very usual, am I right?
    16 June
    Morris Morris
    Is there any relationship between the Dollar and Commodity prices? A stronger Dollar positive or otherwise for commodities?
  • Article / 05 June 2017 at 7:58 GMT

    COT: Oil bought in post-Opec slump, gold stays in demand

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Oil bought in post-Opec slump, gold stays in demand
    Hedge funds cut bullish exposure across 23 US-traded commodity futures and options by 13%, or 93,000 lots, in the week ending May 30. The reduction was primarily driven by selling of natural gas, sugar and continued selling of key crop futures, not least the soybean complex. Oil was bought despite a price slump after the May Opec meeting, and gold remained in demand.
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  • 17 May
    Market Predator Market Predator
    One "crazy Trump's day" and market view turned completally opposite 😜
    18 May
    Edmund Liu Edmund Liu
    Hi Market Predator, thank you for your comment, US equity market futures seems to have stabilised this morning, but let's see..
    24 May
    Morris Morris
    Interesting to note convergence with Neil Staines
    Head of Trading / The ECU Group plc
    United Kingdom article!
  • 08 May
    Ole Hansen Ole Hansen
    Oil has made two attempts to rally on verbal intervention today, first from Saudi Arabia overnight and this morning from Russia. Both energy ministers talked about extending...
    08 May
    Vladimir M Vladimir M
    It looks like wasting money from fond of crude price support
    08 May
    Vladimir M Vladimir M
    moreeven it looks like that money go own pocket
  • 01 May
    Ole Hansen Ole Hansen
    Hi Cat. Just like any other report be it macro data or oil inventories where surveys have been conducted the market will very much try to price...
    01 May
    Ole Hansen Ole Hansen
    Funds cut bullish bets on Brent crude oil by 69k lots (Long -50k, short +19k) in wk to April 25. The combined long in WTI and Brent...
    01 May
    Cat Cat
    Thank you.
  • 24 April
    Morris Morris
    Ideally as the price of x goes down longs should be building positions and peak at the lowest point! This can be seen on WTI @ Nov...
  • 18 April
    romeoicq romeoicq
    This comment has been redacted
    01 May
    DianaS DianaS
    This comment has been redacted
  • 03 April
    MSN28 MSN28
    Dear Ole, thanks for the update. What do you think about natural gas?
    03 April
    Ole Hansen Ole Hansen
    Money managers cut bullish Brent crude oil bets by 7% to 373k lots in week to March 28. This the lowest exposure since November 29 was driven...
    03 April
    Morris Morris
    Can this be discussed in line with what the commodities in question did in the corresponding period? This is so we can see whether these positions are...
  • 20 March
    Logich Logich
    Ole S. Hansen, what is your thought on Coffee fundamentally short to midterm, please? - It´s been highlighted technical in Macro Monday Call this morning as...