Playlist: Sugar No. 11 Spreads May-20 Oct-20

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Strategies in commodities — #SaxoStrats
Kay Van-Petersen
24 January 2017 at 10:52 GMT
Commodities update – #SaxoStrats webinar
Ole Hansen
26 October 2016 at 10:19 GMT
Hansen: Why I’m sweet on sugar and coffee
Ole Hansen
24 February 2016 at 11:29 GMT
Wild weather whipping up food price storm
Ole Hansen
09 November 2015 at 8:31 GMT
#SaxoStrats: Going against the trend and selling sugar
Ole Hansen
20 October 2015 at 9:08 GMT
Hansen: Sugar tasting sweeter while coffee gets a break
Ole Hansen
08 October 2015 at 8:06 GMT
Hansen: Metals get a needed boost from China
Ole Hansen
01 October 2015 at 10:22 GMT
Hansen: Metals caught up in battle of the engines
Ole Hansen
25 September 2015 at 11:36 GMT
As oil struggles, gold looks brighter and sugar sweeter
Ole Hansen
09 January 2015 at 12:03 GMT
Hansen: Where's the floor in crude prices?
Ole Hansen
14 November 2014 at 14:04 GMT
Video / 09 October 2015 at 9:46 GMT

Why a bullish call on Emerging Markets is proving to be right

Ole Hansen
Commodities are seeing price rallies not seen since 2009 and 2012. With the US Federal Reserve now treading water and commodity prices rising, the surge in Emerging Markets has been dramatic. Earlier this week the Saxo Bank strats team issued a bullish call on Emerging Markets in their latest Q4 Essential  Trades: 

Now it appears that call is being backed up by significant market moves. With us to navigate through the latest price action is Ole Hansen, Saxo bank's Head of Commodity Strategy, who analyses the opportunities available as the vicious circle of low commodity prices and EM weakness looks like it's being broken.


TLtrader TLtrader
A scary finding in various index, both in the United States, Europe, Japan and China.
On a monthly basis the MACD signal line sales as well as the trend line is broken. It has never happened without subsequently been very large price declines.
The periods above has happened, there have been the following declines: (Nikkei index)
From 1989-92 stock market fell 63 percent
From 1994-95 stock market fell 32 percent
From 1996-98 stock market fell 44 percent
From 2000-03 stock market fell 63 percent
From 2007-09 stock market fell 61 percent
Corresponding to an average of 53 percent.
Is there anyone with common sense who can say - AT THIS TIME IS DIFFERENT?
Jim Earls Jim Earls
Thanks TLtrader-interesting.
hulle hulle
I still see the trend for commodities to be in a BEAR market in the long run. We will see a short term bull for a month or less, then the trend will be down again. Maybe Yellen wakes up and raises interests, otherwise the FED has lost all creditability! Come december and the bear is awake, but the bottom is near.
Legendoski Legendoski
I agree with you. @Hulle


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