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  • Article / Monday at 7:53 GMT

    COT: Buyers return, but only in grains via short covering

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT:  Buyers return, but only in grains via short covering
    Hedge funds increased their bullish exposure to commodities by 15% during the week of June 23. But the buying was concentrated in the grain sector where a potential fundamental change in the outlook triggered some aggressive short covering. Gold was the exception among the metals where selling, not least of copper, continued.
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  • Squawk / 22 June 2015 at 14:15 GMT
    Head of Commodity Strategy / Saxo Bank
    Denmark
    Sugar #11 (SBV5: 11.9 +3.2%) the best performing commodity today after it reached the lowest since January 2009 on Friday. Hedge funds increase net-short positions by 40% during the week of June 16. This combined with news about a tripling of Chinese imports during May has helped trigger a short squeeze in what still looks like an over supplied market.
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  • 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.
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  • 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.
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  • Article / 12 June 2015 at 12:53 GMT

    WCU: Commodities struggling to break out

    Head of Commodity Strategy / Saxo Bank
    Denmark
    WCU: Commodities struggling to break out
    Commodities were on track to record their first weekly gain in four weeks as a weaker dollar and stronger energy sector helped offset weakness across the agriculture sector. Market conviction, however, remains low with major commodities such as gold and crude continuing to be stuck in range.
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  • Article / 12 June 2015 at 11:00 GMT

    Mapping agricultural trends

    Chief Investment Officer / ACIES Asset Management
    Switzerland
    Mapping agricultural trends
    Agricultural commodities present an interesting asset class, as they feature long-term, stable trends. Sugar and coffee, for instance, have been declining for a very long time, while cocoa prices show a stable uptrend.
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