Ole Hansen
Head of Commodity Strategy
- @Ole_S_Hansen
COT on #commodities in wk to Sept 18: Leveraged funds cut bullish bets on 25 major commodity futures to 757k lots,… https://t.co/HwnznRUpVg
- @Ole_S_Hansen
COT on #oil in the week to Sept 18: A tightening supply outlook (Iran & Venezuela) helped drive a continued pickup… https://t.co/cJjcZ1IbEd
- @Ole_S_Hansen
The HG #Copper net-short was cut to a 10-week low and #Platinum to a 14-week low on improved outlook for Chinese de… https://t.co/Wxj3MwoPF4
- @Ole_S_Hansen
Leveraged funds sold #gold again last week as it continued to struggle above $1200/ox. Small buying was seen in… https://t.co/wQW7euycfq
- @Ole_S_Hansen
Cont. selling of #wheat #corn and #soybeans ahead of a bumper US harvest helped send the combined net-short to 212k… https://t.co/n4GjXkvq2V
- @Ole_S_Hansen
COT on soft #commodities in wk to Sept 18: The #sugar net-short was halved despite renewed price weakness. Bearish… https://t.co/9fXZbm0qgP
- @Ole_S_Hansen
In equities all of the three major stock index futures were sold with the net-short in E-mini S&P hitting the highest since January.
- @Ole_S_Hansen
COT on #bonds and #stocks in wk to Sept 18: Leveraged funds maintained a record short duration across the US yield… https://t.co/uEh3cf8Mcw
- @Ole_S_Hansen
The dollar buying which occurred just days before the Greenback slumped to a ten-week low took the gross long to an… https://t.co/Qtf4hGrgEg
- @Ole_S_Hansen
COT on #forex in wk to Sept. 18: Three weeks of dollar selling was reversed last when speculators bought $4 billion… https://t.co/JRN4qTxh1y
- @Ole_S_Hansen
Easing trade tensions has #silver and #platinum showing signs of life. The XAUXAG ratio trades at a 2-week low whil… https://t.co/itLpcclrde
- @Ole_S_Hansen
Watch the replay of our 8:45 CET live Morning Call on Facebook which today features @johnjhardy and @Ole_S_Hansen.… https://t.co/KsGhJnKY7n
- @Ole_S_Hansen
#Gold looking for additional dollar weakness to take it higher through $1212 and to off-set rising bond yields and… https://t.co/g0QrBJFjBj
- @Ole_S_Hansen
Strong week for #natgas as it returns to resistance just below $3/therm. Up on lower than expected Chinese tariffs… https://t.co/APDHQh98DJ
- @Ole_S_Hansen
RT @nayrazz: Here we go again: Trump accuses OPEC of pushing for higher prices. And accuses OPEC of being a monopoly #OOTT https://t.co/qsa…
- @Ole_S_Hansen
Easing trade tensions and Chinese spending plans has HG #Copper challenging resistance while #gold is still looking… https://t.co/w3fgO9KWJC
- @Ole_S_Hansen
RT @staunovo: OPEC+ CAN’T DECIDE OIL OUTPUT QUOTAS AT ALGIERS MEETING: IRAN ZANGANEH: SOME OIL PRODUCERS VIOLATED OPEC+ OUTPUT CUTS DEAL TR…
- @Ole_S_Hansen
US crude #oil stocks at 3-1/2-year low on the back of unseasonally strong refinery demand and robust exports. #OOTT https://t.co/agoLXHQiBi
- @Ole_S_Hansen
Industrial metals responding well to trade war escalation #copper #platinum #silver #gold https://t.co/EgenQv3YU5 https://t.co/dZL2zUUyG6
- @Ole_S_Hansen
#Commodities trading higher with #oil being supported by Saudi >$80/b comment. Industrial metals higher as China co… https://t.co/w8CmeF5fHX
- @Ole_S_Hansen
HG #Copper rises 2% to resistance as China plans to increase infrastructure spending to mitigate some of the negati… https://t.co/SoGddHDVDT
- @Ole_S_Hansen
In this #gold update from @rupertrowling via @business I highlight how the yellow metal, currently range-bound arou… https://t.co/C60MnL1HP0
- @Ole_S_Hansen
RT @johnjhardy: A first go at doing FX chart talk with our new big rig monitor. Look for more in the future. https://t.co/1t74lNmJl4 $EURUS…
- @Ole_S_Hansen
*SAUDI ARABIA IS SAID TO BE COMFORTABLE WITH BRENT OIL ABOVE $80 #oil #OOTT https://t.co/bhyaUK3LHu
- @Ole_S_Hansen
RT @PlattsOil: #Iraq can increase #oil production "immediately" to support the market ahead of the implementation of US sanctions on #Iran:…
- @Ole_S_Hansen
#TradeWars - *CHINA TO LEVY RETALIATORY TARIFFS SIMULTANEOUSLY WITH U.S. *CHINA SAYS IT'S FORCED TO RETALIATE *CHIN… https://t.co/rKShDB6xI7
- @Ole_S_Hansen
COT: Bullish bets on 25 major #commodities slumped to a 2½-year low in week to Sept 11. Trade war tensions, rising… https://t.co/mLBG6ogyIW
- @Ole_S_Hansen
COT: Dollar sold, bond short rises to new record in wk to Sept 11. #forex #bonds #stocks #VIX… https://t.co/altIV4DoVp
- @Ole_S_Hansen
Replay of our daily Morning Call with @johnjhardy (FX), Kim Cramer (Technical analysis) and @Ole_S_Hansen (Commodi… https://t.co/Mmi6anVErV
- @Ole_S_Hansen
@RobertAverianov Hi Robert. With the significant involvement from specs it would make sense. Have not yet heard about any plans though
- @Ole_S_Hansen
The COT report covering the wk to Sept 11 showed how leveraged funds continued to reduce bullish bets across 25 maj… https://t.co/jgezcEozfx
- @Ole_S_Hansen
Changes in the crude #oil positions highlighted the recent shift towards Brent crude (+23k lots) as its premium to… https://t.co/hjgeGzN9JY
- @Ole_S_Hansen
#Gold and #silver were bought as the dollar struggled to extend its recent run of gains and trade tensions temporar… https://t.co/6oku7ubcfr
- @Ole_S_Hansen
#Grains traders were net-sellers ahead of last week’s #WASDE report which helped send all three crops sharply lower… https://t.co/0hV6YvA89v
- @Ole_S_Hansen
In soft commodities the biggest change was the 19% reduction of the #sugar net-short. This as the rally from a ten-… https://t.co/rW1UUOFRh9
- @Ole_S_Hansen
In #forex speculators cut their dollar long against nine IMM currency #futures by $1.6bn to $20.2bn. This the third… https://t.co/K6V5gYqOef
- @Ole_S_Hansen
#Bonds - For every short futures position there is always a long so while the leveraged fund category continue to i… https://t.co/LCHxoUvAb0
- @Ole_S_Hansen
In wk to Sept 11 leveraged funds increased bearish bets on #bonds for the thirteenth week with net-selling across t… https://t.co/pG6lhjZHZy
- @Ole_S_Hansen
RT @saxobank: The EU Carbon Emission contract rose more than 400% this year, but now it is turning sharply lower. What's behind the Bitcoin…
- @Ole_S_Hansen
Today's Saxo Morning Call features @Ole_S_Hansen and @johnjhardy discussing the phenomenal, five-fold rise and nasc… https://t.co/iRMUWuc172
- @Ole_S_Hansen
RT @johnjhardy: I am hosting an FX Update webinar in just over an hour at 1130 GMT - sign up here: https://t.co/6oCG39gVym $$ $EURUSD $USDT…
- @Ole_S_Hansen
The three major crops of #corn, #soybeans and #wheat all reacted negatively to the September #WASDE report from the… https://t.co/DIyIgZSVb5
- @Ole_S_Hansen
RT @IEA: "If Venezuelan 🇻🇪 & Iranian 🇮🇷 exports do continue to fall, markets could tighten and oil prices could rise without offsetting pro…
- @Ole_S_Hansen
And then this happens: U.S. officials have reached out to China for new trade talks: sources | Article [AMP] | Reut… https://t.co/9ytL3v08Jf
- @Ole_S_Hansen
@kannbwx It looks like Trump might be the first to blink after having been given an earful from US industry groups… https://t.co/G1dEHU8T4m
- @Ole_S_Hansen
RT @kannbwx: USDA places 2018/19 U.S. #corn ending stocks at 1.774 bln bu, some 5.3% higher than in Aug. #Soybeans at 845 mln bu, some 7.6%…
- @Ole_S_Hansen
RT @kannbwx: USDA's estimates for 2018/19 world ending stocks comfortably surpassed trade estimates for #corn, #wheat, and #soybeans. Corn/…
About Ole S. Hansen
Ole Hansen joined Saxo Bank in 2008 and has been Head of Commodity Strategy since 2010. He focuses on delivering strategies and analyses of the global commodity markets defined by fundamentals, market sentiment and technical developments.
Hansen is the author of the Weekly Commodity Update, which sets out the moves in commodities, and also provides clients with commodity related trade views under the #SaxoStrats brand. He is a regular contributor to both broadcast and print media including CNBC, Bloomberg, Reuters, Wall Street Journal, Financial Times and the Telegraph.
Ole Hansen joined Saxo Bank in 2008 and has been Head of Commodity Strategy since 2010. He focuses on delivering strategies and analyses of the global commodity markets defined by fundamentals, market sentiment and technical developments.
Hansen is the author of the Weekly Commodity Update, which sets out the moves in commodities, and also provides clients with commodity related trade views under the #SaxoStrats brand. He is a regular contributor to both broadcast and print media including CNBC, Bloomberg, Reuters, Wall Street Journal, Financial Times and the Telegraph.
COT: Bullish commodity bets slump to 2½-year low on trade war, dollar
Ole Hansen
Head of Commodity Strategy
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