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  • Article / Monday 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
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  • Article / 20 March 2015 at 11:17 GMT

    Daily Shot: A free breakfast...almost

    TradingFloor.com Team / Saxo Bank
    Denmark
    Daily Shot: A free breakfast...almost
    Greece's situation is deteriorating, banks are losing deposits and the state is running out of money while a compromise with the Eurozone does not seem to be in close reach. In the meanwhile despite less pressure from the Fed, commodities remain depressed
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  • Editor’s Picks / 20 March 2015 at 2:27 GMT

    China's strategic grain stockpiling distorting markets

    Nikkei Asian Review
    China is sending confusing signals to world markets by importing huge volumes of agricultural commodities it does not need. Beijing will spend $25 billion on strategic stockpiles of grains, cotton, edible oils and related products this year. In 2014, it imported 114 million tonnes of these products, far more than any other country. The imports suggest China is short of its own harvests, but in fact it has surpluses. China's experience is a cautionary tale for advocates of price supports and stockpiling. Officials are no better than other buyers and sellers in anticipating market trends. Policies intended to stabilise markets can cause waste and undermine global food security.
    Read article on Nikkei Asian Review
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  • Article / 17 March 2015 at 10:30 GMT

    Daily Shot: Oil's slippery road ahead

    TradingFloor.com Team / Saxo Bank
    Denmark
    Daily Shot: Oil's slippery road ahead
    The April WTI crude oil futures contract has dropped below $44/barrel. With storage capacity more limited these days, there is less interest to take physical delivery – which is pressuring the front contract. If current price levels persist for a while, the upstream oil sector has a tough road ahead.
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  • 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.
  • Article / 16 March 2015 at 9:12 GMT

    From the Floor: Which way WTI?

    Managing editor, TradingFloor.com / Saxo Bank
    Denmark
    From the Floor: Which way WTI?
    From the Floor once again has its sights firmly set on WTI crude after it fell to a six-year low Friday. While it could rebound on the back of supportive January lows, there is a chasm opening up that could lead all the way to $31/barrel.
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    16 March
    Martin O'Rourke Martin O'Rourke
    WTI's slide seems to be gathering pace. The US benchmark is at a new six-year low of $43.81 at 1345 GMT.
    16 March
    Martin O'Rourke Martin O'Rourke
    See the latest comment from Saxo Bank head of commodities strategy, Ole Hansen, here as WTI continues to slip https://www.tradingfloor.com/posts/crude-oil-continue-to-tumble-as-worries-spreads-that-us-storage-tanks-could-fill-before-production-b-3991221
  • Article / 13 March 2015 at 13:50 GMT

    WCU: Crude oil retreats on US and potential Iran whammy

    Head of Commodity Strategy / Saxo Bank
    Denmark
    WCU: Crude oil retreats on US and potential Iran whammy
    The broad-based Bloomberg commodity index fell by 2.3% while the dollar rose by almost the same amount, highlighting the current focus on the surging Greenback. The energy sector has also been hurt by the prospect of a continued rise in US inventories and the prospect of a deal with Iran, while precious metals have begun nervously looking ahead to next week's FOMC meeting.
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    13 March
    Ole Hansen Ole Hansen
    First target in WTI crude met with the focus turning to the January low
    13 March
    Naeemullahjan Naeemullahjan
    Sir oil is buying position
    15 March
    FAZAL ABBAS FAZAL ABBAS
    What will happen in Stock n gold market ? If
    FED will surprise in 18 march meeting by raising interest
  • Article / 10 March 2015 at 10:30 GMT

    Daily Shot: De-emerging markets

    TradingFloor.com Team / Saxo Bank
    Denmark
    Daily Shot: De-emerging markets
    Emerging markets were once the darlings of the investment world, but Brazil, Turkey and South Africa are seeing their currencies routed in recent months. This will only get worse if and when the US Federal Reserve hikes interest rates.
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