All
  • All
  • Articles
  • Squawks
  • Trade views
  • Must reads
  • Videos
  • Calendar
Views
Write a Squawk
No posts
  • Article / 03 July 2017 at 8:00 GMT

    COT: More commodity selling as short-covering risk rises — #SaxoStrats

    Head of Commodity Strategy / Saxo Bank
    Denmark
    Hedge funds' selling of commodities continued in the week to June 27 despite seeing early signs that fundamentals are beginning to turn more favourable. Extended short positions in oil, soybeans, coffee and sugar helped drive these futures higher during the week. Gold and silver remained under pressure as traders reacted to hawkish central bank comments.
    Read the article
    03 July
    Ole Hansen Ole Hansen
    Funds cut bullish Brent crude oil bets by 29,000 lots to 200,000 lots, a 17-month low in week to June 27. The gross-short hit fresh record.
    Total oil...
    03 July
    matsuri matsuri
    great,waiting for short covering rally. this week would be good opportunity to this. US market closed on 4th. some traders will have holidays by end of week,...
    03 July
    Market Predator Market Predator
    Hello Ole. Is it possible to assume except short covering on Oil also to return of active Bulls, because of driving season? I believe this might be...
  • 26 June
    Market Predator Market Predator
    MP is glad you're back in Denmark, Sir. Congrats to your APAC mission.
    26 June
    Ole Hansen Ole Hansen
    Thank you very much MP. Good to be back
  • 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.
    Read the article
    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.
    Read the 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
  • 06 May
    Market Predator Market Predator
    Hello Ole, MP is attentive reader :)) Found two really small bugs and have one Q. Great WCU summary! Thanks in advance.
    07 May
    Ole Hansen Ole Hansen
    Hi MP. Thank you very much for pointing those out. The H2 should read second half of 2017.
    07 May
    Market Predator Market Predator
    Great!
  • 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.