Wednesday, September 19, 2012

Midweek Mystery: Was A Hedge Fund Unwind Responsible For The Dive In Oil Prices?



From Forbes: A mysterious and violent movement in crude oil prices has traders scratching their heads in disbelief.  Over the course of a few minutes, WTI and Brent crude, the two main global price benchmarks, dropped more than $3 per barrel each, the most in eight weeks, as volumes surged in what had been a slow, low liquidity session.  Talk of a “fat finger” or an impending release of petroleum reserves from the Obama Administration has been thrown around, but traders suspect there’s more to this move.

Several factors seemed to conspire to make Monday’s violent plunge in crude oil more difficult to decipher.  October WTI contracts plunged from $97.88 to $94.83 in one minute, exactly at 1:54 PM in New York, according to data from Bloomberg.  Brent followed a similar trajectory, falling from above $115 a barrel to as low as $111.50 in a matter of minutes.  Incredibly, there wasn’t a single headline the move could be pegged to.

Amid low volume given the Jewish holiday of Rosha Hashanah (it had averaged 300,000 contracts before 1:50 PM, while daily averagesover last three months stood at 536,000) and the expiration of options, the sudden move caught traders off guard.  “13,000 contracts won’t move the market five bucks,” explained Matt Cacciotti, MMC Trading’s president and head trader, who works at the floor of the NYMEX.  “I have a hard time believing it’s a straight trade....” 

Don't stop reading.  Go to http://www.forbes.com/sites/afontevecchia/2012/09/18/was-a-hedge-fund-unwind-responsible-for-the-sudden-drop-in-oil-prices/

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