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  • Article / Monday at 7:53 GMT

    COT: Buyers return, but only in grains via short covering

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT:  Buyers return, but only in grains via short covering
    Hedge funds increased their bullish exposure to commodities by 15% during the week of June 23. But the buying was concentrated in the grain sector where a potential fundamental change in the outlook triggered some aggressive short covering. Gold was the exception among the metals where selling, not least of copper, continued.
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  • Article / 26 June 2015 at 12:00 GMT

    Not-so-precious metals

    Chief Investment Officer / ACIES Asset Management
    Switzerland
    Not-so-precious metals
    All precious metals have had several years of truly horrible performance. Most of them are back to price levels seen five to six years or even more than a decade ago. This is a disaster of a sector and it will take time before any precious metal will become interesting to buy again.
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  • Article / 22 June 2015 at 10:30 GMT

    Gold weaker on Greek optimism

    Head of Commodity Strategy / Saxo Bank
    Denmark
    Gold weaker on Greek optimism
    Gold made it back above $1,200/oz last week on the back of more dovish FOMC comments and worries about Greece. Optimism about a new deal with Greece has sent the metal lower (and European stocks sharply higher) today while the dollar remains range-bound.
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  • Article / 22 June 2015 at 8:09 GMT

    COT: Hedge funds cut agri exposure and raise energy

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Hedge funds cut agri exposure and raise energy
    Hedge funds were net sellers of commodities during the week ending June 6. The 27% reduction to the lowest exposure in two months were triggered by broad based selling of agriculture commodities and continued selling of metals. The energy sector were generally bought primarily due to short covering in natural gas.
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  • Article / 18 June 2015 at 8:00 GMT

    From the Floor: Pulling doves out of a hat

    Consulting Editor / Saxo Bank
    Denmark
    From the Floor: Pulling doves out of a hat
    Yesterday's FOMC statement surprised to the dovish side, sending the USD reeling. Incredibly enough, however, the kiwi managed to head lower against even a weakened greenback as New Zealand released a dismal set of growth numbers. Perhaps NZD and USD traders should move their holdings into platinum?
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  • 17 June
    ChristianK ChristianK
    are you trading today or do you wait and see what happens around Greece tomorrow?
    17 June
    Ole Hansen Ole Hansen
    We have initiated the trade today but potentially no rush getting in before FOMC. Greece's importance as a driver for gold has faded quite a bit but...
    18 June
    Ole Hansen Ole Hansen
    The strong move in gold today back to 1200 has taken the spread out to $110. Some may view a $6 stop to be a bit conservative...
  • Squawk / 15 June 2015 at 11:44 GMT
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    United Arab Emirates
    hai sir what is your view about platinum..
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