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  • Article / Monday at 8:44 GMT

    COT: Oil longs, grain shorts and pace of gold buying hits record

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Oil longs, grain shorts and pace of gold buying hits record
    Hedge funds increased bullish bets across 25 major commodities futures by 13% to 1.7 million lots in the week to January 9. Once again the buying was concentrated in crude oil and gold. Short-covering in sugar and coffee supported a net purchase of soft commodities while bearish bets on key crops reached a new record.
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    12h
    cinci cinci
    Thank you for all interesting analysis ! A question: Is the Managed Money Position (MMP) in curde derived from all months ? For example if a...
  • Article / 12 January 2018 at 14:47 GMT

    WCU: Energy leads commodities in bullish start to 2018 —#SaxoStrats

    Head of Commodity Strategy / Saxo Bank
    Denmark
    WCU: Energy leads commodities in bullish start to 2018 —#SaxoStrats
    Demand for energy has got commodities off to a bullish start in the first full trading week of 2018. A weaker dollar and increased focus on inflation together with geopolitical risks were some of the main drivers of a strong beginning to the year for crude oil and gold. Correction risks lurk, however, with oil potentially at risk
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    6d
    edo edo
    There seem to lack a couple of lines on the Nat Gas storage charts
  • Article / 10 January 2018 at 14:16 GMT

    Oil bulls order bears to back off — #SaxoStrats

    Head of Commodity Strategy / Saxo Bank
    Denmark
    Oil bulls order bears to back off — #SaxoStrats
    Crude oil is pushing higher, with Brent crude toying with $70/barrel, while WTI has reached its highest level since December 2014. The market is telling potential sellers to back off or risk being stopped out, and such is the current mood that bullish news tends to get more attention than potentially bearish signals.
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    10 January
    Ole Hansen Ole Hansen
    Crude oil and products trading softer after US stocks of crude oil dropped by 4.9m barrels, less than the 11m seen by the API. Both gasoline and...
  • Article / 27 December 2017 at 12:17 GMT

    COT: Funds cutting bullish bets ahead of year-end

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Funds cutting bullish bets ahead of year-end
    Hedge funds continued to sell agricultural commodities in the week to December 19 according to data from the weekly COT report. The near-record crude oil long was reduced while gold was bought in the aftermath of the long-awaited US rate hike. The copper long jumped 61% on supply disruptions, both in South America and not least in China.
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