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Saxo's weekly Commitment of Traders update for the week to 15 September shows the dollar long cut by 70% to a 15-month low just before the Fed hike. Yen longs hit a 14-month high, and the combined grains and softs net long stayed historically elevated at 1.35 million contracts.
Elevated speculative grain length leaves agricultural prices exposed to liquidation if fund sentiment turns, while dollar positioning shifts affect commodity pricing.
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.