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  • Video / 15 September 2017 at 7:38 GMT

    From the Floor: Cable to 1.40? — #SaxoStrats

    #SaxoStrats
    The Bank of England's surprisingly hawkish signals on Thursday sent sterling higher. The rally was only aided by governor Mark Carney's comments that he is preparing for a rate hike, and Saxo bank head of FX strategy John J Hardy says that resistance at 1.35 looks soft.
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  • Article / 11 September 2017 at 8:27 GMT

    COT: Metals may pause after weeks of buying — #SaxoStrats

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Metals may pause after weeks of buying — #SaxoStrats
    Hedge funds were broad-based buyers of commodities in the week to September 5. The aftermath of hurricane Harvey gave energy futures a boost, while precious and industrial metals remained in demand. The agricultural sector was mixed, with corn and wheat sold ahead of the WASDE report, while risk of hurricane damage lifted cotton and sugar.
    Read the article
  • 29 August
    citymoments citymoments
    go against hedge funds, in this business, you are either a contrarian or a victim.
  • Article / 21 August 2017 at 8:08 GMT

    COT: Copper and gold in demand, grains hit — #SaxoStrats

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Copper and gold in demand, grains hit — #SaxoStrats
    Hedge funds further boosted their exposure to metals, both precious and industrial, in the week to August 15. Farm commodities saw heavy selling across the board, while the energy sector got a lift from a jump in natural gas longs despite another week of WTI crude oil selling.
    Read the article
    21 August
    Ole Hansen Ole Hansen
    Funds continued to buy Brent crude oil last week while WTI was sold. Bullish bets increased by 4.6% or 18k lots to 419k lots as the North...
  • 14 August
    Ole Hansen Ole Hansen
    Hedge funds increased Brent crude net-longs by 58k to 401k lots in week to August 8. This as the prompt spread returned to backwardation and the premium...
    15 August
    Logich Logich
    Hey, Ole. - Do you have an explanation for the significant drop over the couple off days, in the Coffee price?