All
  • All
  • Articles
  • Squawks
  • Trade views
  • Must reads
  • Videos
  • Calendar
Views
Write a Squawk
No posts
  • Article / Yesterday 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.
    Read the article
    22h
    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.
    Read the article
  • 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.
    Read the article
  • 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
    Read the article
  • Squawk / 17 March 2015 at 8:38 GMT
    Head of Commodity Strategy / Saxo Bank
    Denmark
    Gold and silver continue to trade close to support at $1150 and $15.50 respectively. The potential positive impact of a slightly weaker dollar has been off-set by rising stocks and falling PGM prices. The Federal Reserve begins a two-day meeting today which concludes with a statement Wednesday at 18:00 GMT. In it traders will look for clues as to when rates will be raised.
    Platinum which recently broke below support at $1150 continues to see long-liquidation and as a result the price has dropped to the lowest since 2009 while the discount to gold has widened to almost 5%
    Read the Squawk
  • Squawk / 16 March 2015 at 16:11 GMT
    Head of Commodity Strategy / Saxo Bank
    Denmark
    Platinum and palladium are the worst performing metals today. Platinum's discount to gold has once again reached 4% a level from which the white metal has found support on a couple occasions this past month.
    Gold continue to find support in the 1150 area but sentiment is weak ahead of Wednesdays FOMC meeting.
    US manufacturing production fell in February for the third straight month while the dollar has retraced from a new 12-year high.
    Read the Squawk
  • 16 March
    Simon Kjaer Simon Kjaer
    Hi bgold - You can consider looking these two ETFs: Russian equity market is the Market Vectors Russia ETF (RSX:arcx) and iShares MSCI Russia Capped ETF (ERUS:arcx)...
    16 March
    Dimitrios Tamvakas Dimitrios Tamvakas
    Hi bGold, if you are in Euros you could consider also the Lyxor DJ Russian Titans traded on Paris , RUS FP.
    16 March
    bgold bgold
    Friend of mine trades RUSL (3x leverage) intra-day. Any thoughts?
  • 16 March
    carlosdemarch carlosdemarch
    Hi Martin, can you please add the full COT document on the website? Thanks in advance
    16 March
    Ole Hansen Ole Hansen
    Hi Carlos. Should be updated shortly.
  • Squawk / 10 March 2015 at 18:31 GMT
    RISK Manager / DAYTRADE-PROFIT.COM
    Israel
    platinum price struggling near the support trend levels ,Platinum xpt/usd price remains negative as we are close to 1100 and 1080 levels main support previous level, therefore, the price below those current support level will take the negative momentum to achieve lower prices Expected trading range price will go down to see the lower bands at 630 area,but we need to see what will happen cause we can get bounce from those levels 1080-1000 look closely .
    Read the Squawk
    10 March
    grisa grisa
    so until 1100 stay confidently short?
    then? tale profit?