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Saxo's weekly Commitment of Traders update for the week to 22 September shows speculators rebuilding dollar longs as US Treasury yields rose. Hedge funds cut energy exposure, with Brent down 64.5k contracts, while soybean meal positioning reached a record 192k contracts.
Record speculative soybean meal length can leave prices vulnerable to a sharp reversal if fund positions unwind. The stronger dollar adds pressure on dollar-priced commodities.
home.saxoOle HansenSep 28, 2026Not enough comparable past events yet for a historical read.
Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
