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  • Article / 14 July 2015 at 7:17 GMT

    COT: Bearish on energy and metals, bullish on grains

    Head of Commodity Strategy / Saxo Bank
    The move from energy and metals to grains continued last week. Crude oil bulls have been heading for the exit in droves on falling prices. Metals were sold again with gold hitting the lowest net-long since at least 2006. Positioning across many commodities is hitting extremes as we head into the low liquidity season.
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  • Squawk / 13 July 2015 at 14:47 GMT
    Sugar is bouncing from multi-year lows... Oct Sugar testing 50 SMA. Is a tradable low in? Can in Inv H&S be identified. Neck Line > 1250-70 range?
    Any observations, techhical and fundamental, much appreciated.
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  • Editor’s Picks / 06 July 2015 at 5:01 GMT

    Rice prices to soar as drought deepens

    Nikkei Asian Review
    Heat waves and drought have gripped South and Southeast Asia as El Nino has taken hold for the first time since 2009. It has brought heavier rainfall to the Americas and a hotter, drier summer to Asia. That is bleak news for rice production and exports as the three nations suffering from the drought – India, Vietnam and Thailand – are also the world's top exporters. The grain is the world's third-biggest crop after sugar cane and corn. Agriculture is feeling the impact of hotter summers. Global rice production fell 0.5% to 741.3 million tonnes in 2014 due to warmer weather, says the UN Food and Agriculture Organization.
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  • Article / 29 June 2015 at 7:53 GMT

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

    Head of Commodity Strategy / Saxo Bank
    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
    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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