All
  • All
  • Articles
  • Squawks
  • Trade views
  • Must reads
  • Videos
  • Calendar
Views
Write a Squawk
No posts
  • Calendar event / Thursday at 12:30 GMT

    US U.S. Weekly Export Sales

    forecast
    actual
    Low Corn, In Metric Tons
    833.2K
    Low Wheat, In Metric Tons
    363.9K
    Low Soybeans, In Metric Tons
    117.2K
  • Article / Wednesday at 12:53 GMT

    Grains update: Market rallies as big crops shrink

    Head of Commodity Strategy / Saxo Bank
    Denmark
    Grains update: Market rallies as big crops shrink
    A massive rally was seen across key crops this past week. A deteriorating weather outlook in the US, Asia and Europe have all supported what looks like a fundamental change in the outlook for crops this year. Up until recently traders held a record short position and the scrambling to cover short positions may now have run its course.
    Read the article
  • Article / Wednesday at 11:00 GMT

    Daily Shot: So much for contagion!

    TradingFloor.com Team / Saxo Bank
    Denmark
    Daily Shot: So much for contagion!
    Resilience seems the name of the game ahead of Sunday's EU referendum in Greece with most local markets (except Greece, of course) steady or higher. DAX futures have stabilised, peripheral bonds are bid and periphery CDS spreads (again, outside Greece) remain low. Elsewhere, we've got good news from China and in the commodities sphere, grains are flying high.
    Read the article
  • Article / 26 June 2015 at 13:32 GMT

    WCU: Key commodities adrift while rain lifts wheat

    Head of Commodity Strategy / Saxo Bank
    Denmark
    WCU: Key commodities adrift while rain lifts wheat
    Commodities prices were mostly adrift this past week but wheat was one notable exception as record-level rainfall in the US Midwest dented crop prospects and sent this food staple off on a brisk rally. Sugar and corn prices also rose and the entire agriculture sector ended the week on a stronger note. Oil, meanwhile, is still jammed in its seemingly interminable channel around $60/b while gold is balancing between Greek worries and fears of a stronger dollar.
    Read the article
  • Calendar event / 25 June 2015 at 12:30 GMT

    US U.S. Weekly Export Sales

    forecast
    actual
    Low Corn, In Metric Tons
    794.4K
    Low Wheat, In Metric Tons
    435.6K
    Low Soybeans, In Metric Tons
    321.3K
  • 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.
    Read the article
  • Calendar event / 18 June 2015 at 12:30 GMT

    US U.S. Weekly Export Sales

    forecast
    actual
    Low Corn, In Metric Tons
    827.6K
    Low Soybeans, In Metric Tons
    664.9K
    Low Wheat, In Metric Tons
  • Article / 15 June 2015 at 9:45 GMT

    COT: Energy long liquidation, metal shorts in focus

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Energy long liquidation, metal shorts in focus
    Hedge funds were very active in the commodity market during the week of June 9. Long liquidation in energy and increased short selling in metals reduced the net-long across these sectors. Ill timed short-covering of key crops gave this sector a lift just before a supply and demand report sent the price crashing back down.
    Read the article