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  • 25 April
    Ole Hansen Ole Hansen
    Hi MP. Pure and simple due to the current lower prices on many commodities compared to the previous peak. Not least oil which traded quite a bit...
    25 April
    Market Predator Market Predator
    Hello Ole. My thoughts were about standardised price of Contract(s) projected into OI. But of course Value must reflect actual commodities prices. Thanks.
    26 April
    Aloush Aloush
    Hi Mr Ole,
    what do you think about Sugar 11 and white sugar 5 ?
    regards
  • Article / 10 April 2018 at 13:12 GMT

    Grains pause ahead of WASDE report

    Head of Commodity Strategy / Saxo Bank
    Denmark
    Grains pause ahead of WASDE report
    US wheat futures pause today after having reached a one-month high in response to the potential for the current dry and cold weather to damage the winter crop. Soybeans, meanwhile, are up on a tariff-related discount in Brazilian beans. Up next, we have the USDA's WASDE report at 1600 GMT.
    Read the article
    13 April
    Pandorra Pandorra
    Thanks Ole for cont. supports on grain / seeds market. Do you have any thoughts on Feed Grains Yearbook tables release (Apr, 13), could it push front...
  • Article / 06 April 2018 at 13:18 GMT

    WCU: Commodities hurt by raised trade tensions – #SaxoStrats

    Head of Commodity Strategy / Saxo Bank
    Denmark
    WCU: Commodities hurt by raised trade tensions – #SaxoStrats
    Global markets have been caught up in rising tit-for-tat US-Sino trade tensions. After China fired back at US trade tariffs the market went from risk off to on and back to off again after conflicting signals emerged from the White House. Overall, commodities traded down but off their lows with soybeans and crude oil being among the biggest losers.
    Read the article
    06 April
    Market Predator Market Predator
    Nice! Lot of geopolitical tensions so lot of content to analyse/comment. Thx!
    08 April
    Anatoly Vyacheslav Anatoly Vyacheslav
    This comment has been redacted
  • Article / 04 April 2018 at 13:41 GMT

    Growth and tariff worries hurting commodities

    Head of Commodity Strategy / Saxo Bank
    Denmark
    Growth and tariff worries hurting commodities
    Commodities are trading lower on escalating trade tensions between China and the US. Key crops are the main casualties while oil and industrial metals have responded negatively to the risk of a trade war hitting global growth and demand. Gold, meanwhile, has caught a bid with safe-haven buying pushing it towards key resistance at $1355/oz.
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    04 April
    Ole Hansen Ole Hansen
    Charts
    04 April
    Ole Hansen Ole Hansen
    EIAReport result and market reaction
    08 April
    Anatoly Vyacheslav Anatoly Vyacheslav
    This comment has been redacted
  • 04 April
    JJb JJb
    Thank you very much. I'm wating for the inventories to get in.
    04 April
    Alan M Alan M
    Cheers Ole, an interesting afternoon ahead for sure!!
  • Article / 23 March 2018 at 14:34 GMT

    WCU: Geopolitics lift oil and gold while hurting copper

    Head of Commodity Strategy / Saxo Bank
    Denmark
    WCU: Geopolitics lift oil and gold while hurting copper
    The geopolitical stage looks increasingly awful with an emerging tit-for-tat trade war potentially derailing global growth and with that, demand for key commodities. Increased risk of renewed Iran sanctions added to the uncertainty with crude oil and gold finding support while growth-dependent industrial metals suffered.
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  • Article / 19 March 2018 at 9:51 GMT

    COT: Soy and corn left exposed with specs piling in – #SaxoStrats

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Soy and corn left exposed with specs piling in – #SaxoStrats
    Hedge funds added just 1% to their overall bullish commodities exposure during the week to March 13. Another strong week of buying of corn and soybeans was offset by selling of metals and livestock while softs and the energy sector were mixed. The grain sector has been left exposed to long liquidation following an eight-week buying surge.
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