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  • Article / 11 May 2015 at 11:00 GMT

    Gold, silver ETP holdings decline

    Head of Commodity Strategy / Saxo Bank
    Denmark
    Gold, silver ETP holdings decline
    Investors trading precious metals through exchange-traded products cut holdings of both gold and silver last week. In gold, total holdings dropped to a four-months low after the SPDR Gold Shares (GLD) on Friday witnessed the largest outflow since December 23.
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    11 May
    Clive Lambert - FuturesTechs Clive Lambert - FuturesTechs
    Very uninteresting markets at the moment, these two, although the very high (near on Historically high) Open Interest figure in Silver Futures has me somewhat confused?...
  • Article / 11 May 2015 at 9:01 GMT

    COT: Bullish commodity bets rise driven by energy, copper

    Head of Commodity Strategy / Saxo Bank
    Denmark
    Hedge funds increased bets on rising commodities for a third week as of May 5. Just like the previous weeks the buying interest has been focusing on the energy sector while at the other end key crops, such as corn and wheat continue to be sold. Bullish bets on gold was halved while copper more than doubled on China optimism.
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  • Article / 27 April 2015 at 11:41 GMT

    ETP Monitor: Positive flows despite price weakness

    Head of Commodity Strategy / Saxo Bank
    Denmark
    ETP Monitor: Positive flows despite price weakness
    Exchange-traded product flows have been positive across all four metals during the past week, this despite the headwind being created by falling prices. Silver especially saw a major increase during a week where the metal under performed gold triggering an increase in the XAUXAG ratio to the highest since January.
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  • Article / 27 April 2015 at 8:00 GMT

    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.
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  • 22 April
    fxtime fxtime
    I have also been scaling Lonmin;lse equities since glencore pulled away so bought at 110p>120p...if there are more dips and my average b/e can be enhanced I...
    22 April
    fxtime fxtime
    NAV for Lonmin fwiw equates to 144.3p !
    28 April
    fxtime fxtime
    Lonmin finally exceeds NAV :-)
  • 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.
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    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.
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  • 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.
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  • 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
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