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  • Article / Friday at 13:57 GMT

    WCU: Commodity focus turns to Yemen

    Head of Commodity Strategy / Saxo Bank
    Denmark
    WCU: Commodity focus turns to Yemen
    Yemen was the big story of the week as a Saudi Arabian-led coalition attacked Hauthi rebels, sparking fears of a spike in tensions between Shiite Iran and its Sunni neighbours and triggering sharp gains for oil and precious metals. Elsewhere, industrial metals lagged and the agricultural sector awaited a key report due next week.
    Read the article
    4d
    Ole Hansen Ole Hansen
    With regard to oil markets also remember that the deadline for an agreement between Iran and six major powers is on Tuesday March 31. Look out for...
  • Calendar event / Thursday at 12:30 GMT

    US U.S. Weekly Export Sales

    forecast
    actual
    Low Corn, In Metric Tons
    864.1K
    Low Soybeans, In Metric Tons
    495.4K
    Low Wheat, In Metric Tons
    589K
  • Article / 23 March 2015 at 8:16 GMT

    COT: Commodity exodus took on urgency ahead of FOMC

    Head of Commodity Strategy / Saxo Bank
    Denmark
    Hedge funds cut their bullish exposure for the fourth week ending on March 17, the day before the FOMC meeting. The net-long position collapsed by 60% to a multi-year low of just 132,000 lots. A rising USD, at least until last Tuesday, combined with ample and rising supply of many key commodities have triggered this unprecedented exodus out of raw materials
    Read the article
  • Editor’s Picks / 20 March 2015 at 2:27 GMT

    China's strategic grain stockpiling distorting markets

    Nikkei Asian Review
    China is sending confusing signals to world markets by importing huge volumes of agricultural commodities it does not need. Beijing will spend $25 billion on strategic stockpiles of grains, cotton, edible oils and related products this year. In 2014, it imported 114 million tonnes of these products, far more than any other country. The imports suggest China is short of its own harvests, but in fact it has surpluses. China's experience is a cautionary tale for advocates of price supports and stockpiling. Officials are no better than other buyers and sellers in anticipating market trends. Policies intended to stabilise markets can cause waste and undermine global food security.
    Read article on Nikkei Asian Review
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  • Calendar event / 19 March 2015 at 12:30 GMT

    US U.S. Weekly Export Sales

    forecast
    actual
    Low Corn, In Metric Tons
    567.1K
    Low Soybeans, In Metric Tons
    347K
    Low Wheat, In Metric Tons
    534.8K
  • 16 March
    Simon Kjaer Simon Kjaer
    Hi bgold - You can consider looking these two ETFs: Russian equity market is the Market Vectors Russia ETF (RSX:arcx) and iShares MSCI Russia Capped ETF (ERUS:arcx)...
    16 March
    Dimitrios Tamvakas Dimitrios Tamvakas
    Hi bGold, if you are in Euros you could consider also the Lyxor DJ Russian Titans traded on Paris , RUS FP.
    16 March
    bgold bgold
    Friend of mine trades RUSL (3x leverage) intra-day. Any thoughts?
  • 16 March
    carlosdemarch carlosdemarch
    Hi Martin, can you please add the full COT document on the website? Thanks in advance
    16 March
    Ole Hansen Ole Hansen
    Hi Carlos. Should be updated shortly.