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  • Article / 03 July 2017 at 8:00 GMT

    COT: More commodity selling as short-covering risk rises — #SaxoStrats

    Head of Commodity Strategy / Saxo Bank
    Denmark
    Hedge funds' selling of commodities continued in the week to June 27 despite seeing early signs that fundamentals are beginning to turn more favourable. Extended short positions in oil, soybeans, coffee and sugar helped drive these futures higher during the week. Gold and silver remained under pressure as traders reacted to hawkish central bank comments.
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    03 July
    Ole Hansen Ole Hansen
    Funds cut bullish Brent crude oil bets by 29,000 lots to 200,000 lots, a 17-month low in week to June 27. The gross-short hit fresh record.
    Total oil...
    03 July
    matsuri matsuri
    great,waiting for short covering rally. this week would be good opportunity to this. US market closed on 4th. some traders will have holidays by end of week,...
    03 July
    Market Predator Market Predator
    Hello Ole. Is it possible to assume except short covering on Oil also to return of active Bulls, because of driving season? I believe this might be...
  • Article / 30 June 2017 at 11:57 GMT

    WCU: Commodities gain on USD, weather, oversold status — SaxoStrats

    Head of Commodity Strategy / Saxo Bank
    Denmark
    WCU: Commodities gain on USD, weather, oversold status — SaxoStrats
    The Bloomberg Commodity index rose for the first time in six weeks, with gains across most sectors except precious metals. The US dollar weakened further as central bankers turned more hawkish, weather worries supported crops in the US, and a surprise drop in US oil production helped trigger a short-covering rally across energy.
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    30 June
    MSN28 MSN28
    Dear Ole, what are your thoughts on wheat for today? I understand it can go both ways after the report?
    30 June
    Ole Hansen Ole Hansen
    First weekly rig reduction in 26 weeks
  • 26 June
    Market Predator Market Predator
    MP is glad you're back in Denmark, Sir. Congrats to your APAC mission.
    26 June
    Ole Hansen Ole Hansen
    Thank you very much MP. Good to be back
  • Article / 12 June 2017 at 9:00 GMT

    COT: Gold exposed ahead of FOMC — #SaxoStrats

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Gold exposed ahead of FOMC  — #SaxoStrats
    Hedge funds cut bullish exposure across 23 US traded commodity futures and options by 6%, or 34,932 lots, in the week ending June 6. For a second week the bulk of the selling was driven by continued long liquidation of natural gas. Oil was bought due to the Qatar spat, while a three-week record buying spree has left gold exposed ahead of the FOMC meeting.
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    12 June
    Ole Hansen Ole Hansen
    Funds cut bullish Brent crude oil bets by 12% or 42,000k in week to June 6. Biggest one-week jump in gross-shorts since Nov 8
    12 June
    Market Predator Market Predator
    Hello Ole. Interesting disrepancy between speculative change WTI Oil longs between: Nymex & ICE. (Nymex adding; ICE quite significantly reducing) Not very usual, am I right?
    16 June
    Morris Morris
    Is there any relationship between the Dollar and Commodity prices? A stronger Dollar positive or otherwise for commodities?
  • Article / 05 June 2017 at 7:58 GMT

    COT: Oil bought in post-Opec slump, gold stays in demand

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Oil bought in post-Opec slump, gold stays in demand
    Hedge funds cut bullish exposure across 23 US-traded commodity futures and options by 13%, or 93,000 lots, in the week ending May 30. The reduction was primarily driven by selling of natural gas, sugar and continued selling of key crop futures, not least the soybean complex. Oil was bought despite a price slump after the May Opec meeting, and gold remained in demand.
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  • Article / 02 June 2017 at 13:12 GMT

    WCU: Commodities slump on growth worries, gold shines — #SaxoStrats

    Head of Commodity Strategy / Saxo Bank
    Denmark
    WCU: Commodities slump on growth worries, gold shines — #SaxoStrats
    Two weeks of steep losses have left the Bloomberg Commodity Index close to a one-year low. In oil, Opec struggles to curb production following rises in Libya and Nigeria while rising US production has led to record exports. Precious metals, meanwhile, could be gearing up for a dovish FOMC rate hike on June 14 following weak US job report.
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    02 June
    Ole Hansen Ole Hansen
    Hi Alex. Please see comment in your feed.
    02 June
    Market Predator Market Predator
    All correct just one point which surprice me regarding China. Currency tightening, losing steam in Capex (iron ore etc..) and Stocks rising and rising?! Thank for...
    02 June
    Morris Morris
    Tredator which chart is this? There is a probable sHs on WTI chart!!!
  • 24 May
    Raneta Leonid Raneta Leonid
    Tnx, I'm still shorting with a wider stop, didn't get stopped out yet, I'll stick with it, because I'm interpreting this move as corrective, so aiming to...
    30 May
    Ryan786 Ryan786
    Is the buy still valid now? Trading at nearly 59 week low
    30 May
    Stephen Pope Stephen Pope
    No...I was stopped out and as I will be away from tomorrow for 11 days I am not looking to reactivate.