Video

Playlist: Sugar No. 11 - Jul 2020

Show less
2:39
Strategies in commodities — #SaxoStrats
Kay Van-Petersen
24 January 2017 at 10:52 GMT
44:32
Commodities update – #SaxoStrats webinar
Ole Hansen
26 October 2016 at 10:19 GMT
2:14
Hansen: Why I’m sweet on sugar and coffee
Ole Hansen
24 February 2016 at 11:29 GMT
3:33
Wild weather whipping up food price storm
Ole Hansen
09 November 2015 at 8:31 GMT
1:35
#SaxoStrats: Going against the trend and selling sugar
Ole Hansen
20 October 2015 at 9:08 GMT
2:55
Hansen: Sugar tasting sweeter while coffee gets a break
Ole Hansen
08 October 2015 at 8:06 GMT
2:54
Hansen: Metals get a needed boost from China
Ole Hansen
01 October 2015 at 10:22 GMT
3:58
Hansen: Metals caught up in battle of the engines
Ole Hansen
25 September 2015 at 11:36 GMT
3:17
As oil struggles, gold looks brighter and sugar sweeter
Ole Hansen
09 January 2015 at 12:03 GMT
1:59
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.

 

      
3y
TLtrader TLtrader
CAUTION
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?
3y
Jim Earls Jim Earls
Thanks TLtrader-interesting.
3y
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.
3y
Legendoski Legendoski
I agree with you. @Hulle

Disclaimer

The Saxo Bank Group entities each provide execution-only service and access to Tradingfloor.com permitting a person to view and/or use content available on or via the website is not intended to and does not change or expand on this. Such access and use are at all times subject to (i) The Terms of Use; (ii) Full Disclaimer; (iii) The Risk Warning; (iv) the Rules of Engagement and (v) Notices applying to Tradingfloor.com and/or its content in addition (where relevant) to the terms governing the use of hyperlinks on the website of a member of the Saxo Bank Group by which access to Tradingfloor.com is gained. Such content is therefore provided as no more than information. In particular no advice is intended to be provided or to be relied on as provided nor endorsed by any Saxo Bank Group entity; nor is it to be construed as solicitation or an incentive provided to subscribe for or sell or purchase any financial instrument. All trading or investments you make must be pursuant to your own unprompted and informed self-directed decision. As such no Saxo Bank Group entity will have or be liable for any losses that you may sustain as a result of any investment decision made in reliance on information which is available on Tradingfloor.com or as a result of the use of the Tradingfloor.com. Orders given and trades effected are deemed intended to be given or effected for the account of the customer with the Saxo Bank Group entity operating in the jurisdiction in which the customer resides and/or with whom the customer opened and maintains his/her trading account. When trading through Tradingfloor.com your contracting Saxo Bank Group entity will be the counterparty to any trading entered into by you. Tradingfloor.com does not contain (and should not be construed as containing) financial, investment, tax or trading advice or advice of any sort offered, recommended or endorsed by Saxo Bank Group and should not be construed as a record of ourtrading prices, or as an offer, incentive or solicitation for the subscription, sale or purchase in any financial instrument. To the extent that any content is construed as investment research, you must note and accept that the content was not intended to and has not been prepared in accordance with legal requirements designed to promote the independence of investment research and as such, would be considered as a marketing communication under relevant laws. Please read our disclaimers:
- Notification on Non-Independent Invetment Research
- Full disclaimer

Check your inbox for a mail from us to fully activate your profile. No mail? Have us re-send your verification mail