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  • 4d
    Ole Hansen Ole Hansen
    US oil producers increased hedging activity last week. The short position among this segment jumped 36,000 lots to 587,000, the highest since 2011. This most likely in...
    4d
    Ole Hansen Ole Hansen
    Brent crude net-long jumped by 63,792 lots or 22% in week to Aug 16. While short-covering were the only driver behind WTI's recent surge speculators cut shorts...
  • Article / 19 August 2016 at 13:30 GMT

    WCU: Mission accomplished as oil returns to $50/b

    Head of Commodity Strategy / Saxo Bank
    Denmark
    WCU: Mission accomplished as oil returns to $50/b
    Opec has once again managed to support oil prices by verbal intervention alone. A 22% oil rally within the past couple of weeks has seen oil return to $50/barrel, sharply reducing what had been a growing short position in the market. Precious metals remains on the defensive ahead of the Jackson Hole meeting next week.
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  • 15 August
    Ole Hansen Ole Hansen
    Funds increased bullish crude oil bets by the most in 3 months last week. The WTI and Brent combined net-long jumped 48,406 lots to 389,096 lots
    15 August
    Market Predator Market Predator
    Interesting to see Platinum&Palladium COT analysis and confront it with price chart.
    4d
    AndrejLences AndrejLences
    Very interesting article to me, because of the managed money positions charts. I would like to see more like this one. Great job.
  • Article / 12 August 2016 at 12:34 GMT

    WCU: Saudis lifting oil while gold remains rangebound

    Head of Commodity Strategy / Saxo Bank
    Denmark
    WCU: Saudis lifting oil while gold remains rangebound
    A strong first half of 2016 has been replaced by a tougher environment for commodities. But though Saudi Arabia's energy minister talked the price of oil higher, and white metals still look impressive post-Brexit, the week ended unchanged for commodities in general.
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    12 August
    Ole Hansen Ole Hansen
    Following the release of the above report we have seen weaker than expected US retail sales and PPI data. The weaker dollar triggered by this and the...
  • Article / 10 August 2016 at 10:00 GMT

    Palladium, precious metals spike in Asia

    Head of Commodity Strategy / Saxo Bank
    Denmark
    Palladium, precious metals spike in Asia
    Gold and the white metals, not least palladium, all moved higher during the Asian session today. Palladium took the lead and surged by more than 7% in very thin market conditions. A weaker dollar in response to expectations that the FOMC is unlikely to move on rates supported the continued investment demand for metals
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  • Video / 10 August 2016 at 9:19 GMT

    Precious metals rally resume but resistance lurking: Hansen

    Ole Hansen
    Precious metals continue to receive investment demand according to Saxo Bank head of commodity strategy Ole Hansen. He says that this is being caused by dovish signals from central banks and a weak dollar. Also, the progress in the auto industry and low gasoline prices create an underlying investment demand.

    The market is looking for a correction but for now it seems to be consolidating. Hansen believes that the market is getting closer to heavy resistance.
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  • Article / 08 August 2016 at 8:20 GMT

    COT: Oil long hits January low as selling accelerates

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Oil long hits January low as selling accelerates
    Hedge funds scaled back bullish commodity bets for a sixth consecutive week last week. The 6% reduction saw the net-long of 20 US traded commodities drop to 924,000 lots after hitting 1.53 million on June 21. Biggest changes was seen in WTI crude oil with the gross-short hitting a record.
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    08 August
    Ole Hansen Ole Hansen
    Funds cut bullish oil bets on Brent crude by 10% to 260k in week to Aug 2. Lowest since Jan 19
    08 August
    Ole Hansen Ole Hansen
    Funds held a net-long of 341k lots in Brent and WTI oil in wk to Aug 2. Long and short positions both rising
  • Article / 08 August 2016 at 8:04 GMT

    From the Floor: Oil short nearing January high

    Your Next Trade
    From the Floor: Oil short nearing January high
    Crude oil sold off last week and the overall combined (NYM and ICE) short position in WTI is now drawing close to the record seen in january. Saxo commodities head Ole Hansen, however, thinks oil could see some support develop "in the low 40s". Meanwhile, risky assets are rallying following Friday's US jobs blowout.
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  • Article / 29 July 2016 at 1:55 GMT

    Morning Report APAC: All eyes on BoJ meeting, with easing expected

    APAC Sales Trading Desk / Saxo Capital Markets
    Singapore
    Morning Report APAC: All eyes on BoJ meeting, with easing expected
    The much anticipated Bank of Japan meeting has about 80% of analysts and economists are expecting some form of easing. The stakes are high for BoJ governor Haruhiko Kuroda and his board. Meanwhile in the US, the former Fed Chairman says the US may be heading toward a slow-growth economy coupled with high inflation.
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