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  • Article / Monday at 9:17 GMT

    COT: Gold's failed reaction to market turmoil laid bare

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Gold's failed reaction to market turmoil laid bare
    Hedge funds maintained an almost unchanged exposure to commodities during the week ending August 25, the day after "Black Monday" where global stocks went into free fall. Reductions in grains and softs were offset by a big jump in gold longs while short covering in oil was just a tickle before the floodgates burst wide open last Thursday
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  • Article / Friday at 15:00 GMT

    WCU: A crazy week for commodities

    Head of Commodity Strategy / Saxo Bank
    Denmark
    WCU: A crazy week for commodities
    Crazy and at times terrifying price swings were what financial markets offered traders and investors this past week. Global stock markets, emerging market currencies and commodities saw movements that left many questions unanswered, and one in particular: Is this it?
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  • Article / Thursday at 13:00 GMT

    Agricultural commodities trending lower

    Chief Investment Officer / ACIES Asset Management
    Switzerland
    The turmoil in the equity markets in recent days has eclipsed other sectors. One sector that shouldn't be forgotten, however, is agriculture commodities where clearly downward trends offer trading opportunities on the short side.
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    4d
    BertoLoloyse BertoLoloyse
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  • Article / 17 August 2015 at 9:02 GMT

    COT: Bullish commodity bets cut on China devaluation

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Bullish commodity bets cut on China devaluation
    Hedge funds cut bullish bets on commodities by 19% to 267,000 lots of futures and options during the week ending August 11. All sectors apart from metals were reduced as the surprise devaluation move by China last Tuesday increased worries about slowing demand from the world's largest consumer.
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  • Article / 10 August 2015 at 9:30 GMT

    Daily Shot: Oil down, eggs up

    TradingFloor.com Team / Saxo Bank
    Denmark
    Daily Shot: Oil down, eggs up
    Prices of commodities as oil, copper and sugar are decreasing. But eggs are getting more expensive - the Avian Flu (which apparently started in Germany) has done serious damage to the population of chickens. US food establishments are forced to make major adjustments to their menu/pricing.
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  • Article / 10 August 2015 at 9:01 GMT

    COT: Commodity exodus led by routed grains

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Commodity exodus led by routed grains
    Hedge funds cut bullish commodity bets for a third week with the grain sector seeing another reduction in recent established longs. Elsewhere buyers re-emerged in both crude oil and gold while bearish bets on copper has reached near record levels.
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  • Article / 05 August 2015 at 7:20 GMT

    COT: Commodity exposure slumps on price dump

    Head of Commodity Strategy / Saxo Bank
    Denmark
    During the last two weeks of July, hedge funds cut bullish exposure to commodities by 28% with selling seen across the board in response to renewed weakness, not least in energy and metals. The sharp rally in grains from June to July eventually triggered a reversal but this sector still accounts for 80% of the total net-long.
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