Ole Sloth Hansen
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 61 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||
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oleshansen.substack.comLatest Issues
Wheat surges as war, weather and short covering collide
Wheat has staged one of the strongest rallies across the commodity sector this week, with Paris milling wheat climbing around 8% in two sessions to a 17-month high, while Chicago Soft Red Winter and Kansas Hard Red Winter wheat futures have...
Is gold beginning to look beyond inflation?
Gold continues to search for direction following a sharp correction since January, with recent price action increasingly reflecting the market’s struggle to determine whether inflation or slowing economic growth, combined with a returning f...
Commodities stabilise supported by fuel and weather risks
The commodity sector is showing signs of stabilising following a sharp correction that saw the Bloomberg Commodity Index fall around 15% between May and June. So far this month, the index has gained a moderate 2.8%, with all sectors and ind...
COT update: Elevated dollar and rate bets build as commodity selling eases
Dollar long hits decade high
In the week to 30 June, ahead of Kevin Warsh’s comments on cooling inflation and Friday’s weak US jobs report, the non-commercial USD long jumped again, rising for an eight consecutive week to USD 39.8 bill...
From liquidation to consolidation: precious metals seek a floor
Precious metals are attempting to establish a floor after several months of heavy liquidation, technical damage and rapidly shifting macro narratives. Gold’s rebound towards USD 4,200, silver’s recovery back above USD 60 and renewed interes...
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