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Showing posts from November, 2016

Drones, satellite innovations put ag markets 'on brink of' data revolution

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Wed 30th November 2016Drones, satellite innovations put ag markets 'on brink of' data revolution Agriculture markets are, thanks to innovations such as drones, "on the brink" of an information revolution which could help fill the information gap notable in regions such as the Black Sea, and markets such as coffee.Olivier Raevel, head of commodities at exchange operator Euronext, told the AgriRisk Forum that developments in satellite technology were already transforming the availability of data for energy investors.Such information can, for example, give an indication of oil inventories allowing investors buying it to position ahead of benchmark monthly reports from the International Energy Agency.www.agrimoney.comRead the full article here:
http://www.agrimoney.com/news/drones-satellite-innovations-put-ag-markets-on-brink-of-data-revolution---10214.htmlABOUT THIS EMAIL You have received this email because you have subscribed at Agrimoney.com.Unsubscribe | Edit subscri…

Evening round-up

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Tues 29th November 2016Evening round-upFunds tire of soybean futures amid commodity sell-off
Fears that Opec negotiations are stalling triggers a rash of profit taking in commodities, ending a seven-session bull run
http://www.agrimoney.com/marketreport/funds-tire-of-soybean-futures-amid-commodity-sell-off--3865.html

Hedge funds favour grains to soft commodities - but will it last?
Hedge funds turn more bearish on softs - except cotton - while swinging bullish grains. But has this left the likes of corn vulnerable to selling?
http://www.agrimoney.com/news/hedge-funds-favour-grains-to-soft-commodities---but-will-it-last--10211.html

EU wheat exports to bounce next season, says Strategie Grains
Recovering production within the bloc, and lower competition from the Black Sea and the US, will support exports, the analysis group says
http://www.agrimoney.com/news/eu-wheat-exports-to-bounce-next-season-says-strategie-grains--10210.html

On-farm storage reduces harvest pressure in Black Sea
Increased Asi…

Hedge funds favour grains to soft commodities - but will it last?

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Tues 29th November 2016Hedge funds favour grains to soft commodities - but will it last?Hedge funds, despite lifting bullish bets on cotton to a three-year, favoured grains to soft commodities – so much so that many investors saw scope for fresh selling in the likes of corn.Managed money, a proxy for speculators, lifted its net long position in futures and options in the top 13 US-traded agricultural commodities, from corn to sugar, by 55,896 contracts in the week to last Tuesday, analysis of data from the Commodity Futures Trading Commission regulator shows.The rise in the net long - the extent to which long bets, which profit when values rise, exceed short holdings, which benefit when prices fall – reflected improved sentiment towards grains and livestock contracts.www.agrimoney.comRead the full article here:
http://www.agrimoney.com/news/hedge-funds-favour-grains-to-soft-commodities---but-will-it-last--10211.htmlABOUT THIS EMAIL You have received this email because you have subscrib…

Mounting hedge fund interest to boost ag market volatility ahead

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Tues 29th November 2016Mounting hedge fund interest to boost ag market volatility aheadVolatility lies ahead for agricultural commodity markets thanks to the growing influence of speculators - with the prospect of a stronger dollar and weaker oil also fuelling price moves, Commerzbank said.One impact of the recovering inflation expectations, which are spurring ideas for US interest rate rises ahead, will be to increase the appeal to speculators of commodities, which might see their own values rise."Managed money will be looking for yield," seeking to boost returns and keep ahead inflation, Eugen Weinberg, head of communications at Commerzbank, told Agrimoney.com's AgriRisk Forum in London.www.agrimoney.comRead the full article here:
http://www.agrimoney.com/news/mounting-hedge-fund-interest-to-boost-ag-market-volatility-ahead--10207.htmlABOUT THIS EMAIL You have received this email because you have subscribed at Agrimoney.com.Unsubscribe | Edit subscription | Commodities

RUS2K, just run as far as you can

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CFTC Copper speculative net positions @46.3K

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$WTIC:SPY

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Check out this chart from StockCharts.com for $WTIC:SPY

SPY:TLT

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Check out this chart from StockCharts.com for SPY:TLT

CFTC Copper speculative net positions

CFTC Copper speculative net positionshttp://www.investing.com/economic-calendar/cftc-copper-speculative-net-positions-1620

Waiting for bounce $TLT

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Check out this chart from StockCharts.com for TLT

Copper $HG_F16

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Check out this chart from StockCharts.com for ^HGF16

Is it allready shorting time? $SPY

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Check out this chart from StockCharts.com for SPY

Billionaire trader says “half the U.S. energy industry will be bankrupt in 6 months”

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The End of Big Oil Is Here... Billionaire trader says "half the U.S. energy
industry will be bankrupt in 6 months"


Dear Reader,

At this moment, oil is caught in an absolute death spiral.

And a handful of billionaires are quietly dumping oil stocks at an alarming clip...

This mass exodus comes alongside oil's fall to an 11-year low, dipping below $35 per barrel for the first time since 2004, even lower than the 2008 financial crisis.

This situation is so severe that legendary billionaire energy investor John Arnold says "half the U.S. energy industry will be bankrupt in 6 months."

Warren Buffett dumped his entire Exxon position worth over $3.8 billion.

Bill Gates unloaded nearly $1 billion worth of oil stocks.

And George Soros couldn't get out of oil fast enough, selling off multiple positions...

Pundits would have you believe a temporary "global supply glut" is to blame.

They couldn't be more wrong...

The real reason is much more ominous and could push oi…

CFTC Copper speculative net positions to record long 45K contracts

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At the same time...