All
  • All
  • Articles
  • Squawks
  • Trade views
  • Must reads
  • Videos
  • Calendar
Views
Write a Squawk
No posts
  • Article / Monday at 8:50 GMT

    COT: Oil battle heats up; gold vulnerable to profit taking

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Oil battle heats up; gold vulnerable to profit taking
    Money managers were net-sellers of commodities during the week ending February 2. Selling across the energy sector and sugar more than offset ongoing buying of gold and grains and continued short-covering of copper and corn. The bull and bear fight in WTI oil is raging on with short positions near a record while longs have reached a 7-month high.
    Read the article
    5d
    Ole Hansen Ole Hansen
    Hi ozy. The growing long reflects a belief that oil will go higher but as fxtime also mentioned when you have a very crowded trade you look...
    5d
    Ole Hansen Ole Hansen
    With regard to gold the cheer stress being seen across the other asset classes continue to provide gold as well as silver with support. Silver has broken...
    4d
    ozy ozy
    Thanks Ole.
  • Article / 01 February 2016 at 9:03 GMT

    COT: Bullish oil bets jumped 35% last week on output cut hopes

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Bullish oil bets jumped 35% last week on output cut hopes
    Money managers increased bullish bets on WTI Crude oil by 34% during the week ending January 26. Commodities in general saw renewed demand as hedge funds turned net long for the first time in five weeks. Apart from oil strong buying was seen in gold, copper, corn while selling was concentrated in sugar as longs continue to be scaled back
    Read the article
  • Article / 29 January 2016 at 14:53 GMT

    Rumor & Denial: Verbal oil intervention in action (Commodity weekly)

    Head of Commodity Strategy / Saxo Bank
    Denmark
    Rumor & Denial: Verbal oil intervention in action (Commodity weekly)
    Another volatile week for commodities with oil markets continuing to attract most of the attention. Raised speculation of a grand bargain between Opec and Russia helped trigger a strong comeback. Gold's week-long rally ran out of steam leaving many new longs through ETPs contemplating whether they had jumped the gun while sugar experienced a rare setback.
    Read the article
    30 January
    johnnyw johnnyw
    "There is no scheduled OPEC meeting before June, but there is an energy outlook symposium involving the International Energy Agency, the International Energy Forum and OPEC members...
  • Article / 25 January 2016 at 8:20 GMT

    COT: Oil traders hunting for the bottom

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Oil traders hunting for the bottom
    Hedge funds cut bearish bets across 24 commodities by 74% during the week ending January 19. All sectors were net-bought, not least grains where most of the bearish bets remain concentrated. Record short bets on WTI crude oil were cut by 8% ahead of the surge while buying of gold continued for a third week.
    Read the article
  • Article / 18 January 2016 at 10:15 GMT

    COT: Oil shorts hitting new record; Gold back to neutral

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Oil shorts hitting new record; Gold back to neutral
    Bearish futures bets held by funds across 24 commodities reached a new record during the week ending January 12. The agriculture sector led by sugar and corn was the hardest hit. Selling of crude was offset by ill timed short covering of Natgas while gold returned to neutral after two weeks of strong buying
    Read the article
    18 January
    Ole Hansen Ole Hansen
    Hedge funds increased bullish Brent crude bets by 9.5% to 202,559 lots last week. Short positions were reduced while the long position reached a new record.
    18 January
    matsuri matsuri
    so very short fall to 25$ and back up to levels above 35$?
    18 January
    ozy ozy
    if chinese GDP data comes above expected, 7% or more, I don't think so we can see further falls from today's level. hope to well recover.
  • Calendar event / 18 January 2016 at 9:59 GMT

    ZA Illovo Sugar

    forecast
    actual
    Low Interim 2016 Dividend payment date - proposed - Capital reserve
  • Calendar event / 11 January 2016 at 9:59 GMT

    ZA Illovo Sugar

    forecast
    actual
    Low Interim 2016 Ex-dividend date - proposed - Capital reserve
  • Article / 11 January 2016 at 8:50 GMT

    COT: Selling of crude and grains trigger a record net-short

    Head of Commodity Strategy / Saxo Bank
    Denmark
    Money managers held a record net-short position of 112,000 lots across key commodities during the week ending January 5. The selling primarily came from the grains sector where bearish bets reached a record, not least in corn. Profit taking on sugar and cocoa longs also supported the reduction while the net long in crude reached a 5½ year low
    Read the article
    11 January
    ozy ozy
    Thanks Matsuri.. WTI continue falling.. Where do you think bottom?
    11 January
    matsuri matsuri
    hard to say but I agree with Ole that fall to 25$ will cause significant reaction from OPEC. First, 30$ will be level where many puy...
    11 January
    ozy ozy
    thanks
  • Article / 29 December 2015 at 9:21 GMT

    COT: All commodity sectors but metals sold following US rate hike

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: All commodity sectors but metals sold following US rate hike
    Money managers slashed bullish commodity bets to almost zero during the week ending December 22. All sectors apart from metals were sold, with energy and especially grains seeing heavy selling. Gold and silver were bought following the first US rate hike in over nine years while natural gas was sold heavily just before the record rally
    Read the article