# Yen Bulls Loaded Up into BOJ as Euro Shorts Hit 11-Year Extreme| COT report

> Yen futures speculators built up net-long positions ahead of the Bank of Japan meeting, which held rates steady while upgrading its inflation outlook. Euro net-shorts reached an 11-year extreme in CFTC positioning data, while EUR/USD held above its May low of 1.1074.

- Date: 2026-11-01 · published 2026-11-01T23:41:06.441Z
- Category: market · region Global · magnitude low
- Page: https://feedsoft.ai/events/74242-yen-bulls-loaded-up-into-boj-as-euro-shorts-hit-11-year-extreme-cot-report
- Commodities: [Japanese Yen (JPY per USD)](https://feedsoft.ai/c/USDJPY.md), [US Dollar (Broad)](https://feedsoft.ai/c/DXY.md), [Euro (USD per EUR)](https://feedsoft.ai/c/EURUSD.md)

## Why it matters

Currency positioning shifts such as stronger yen and dollar bullishness can affect the purchasing power of import-dependent feed buyers and the export competitiveness of US commodities, though the effect on feed prices is indirect.

## Read by commodity

- DXY: neutral
- EURUSD: neutral
- USDJPY: bearish ▼

## Sources

- forex.com: https://www.forex.com/en-au/news-and-analysis/yen-bulls-loaded-up-into-boj-as-euro-shorts-hit-11-year-extreme-cot-report/
- forex.com: https://www.forex.com/en-ca/news-and-analysis/yen-bulls-loaded-up-into-boj-as-euro-shorts-hit-11-year-extreme-cot-report/
- forex.com: https://www.forex.com/en/news-and-analysis/yen-bulls-loaded-up-into-boj-as-euro-shorts-hit-11-year-extreme-cot-report/
- forex.com: https://www.forex.com/en-us/news-and-analysis/yen-bulls-loaded-up-into-boj-as-euro-shorts-hit-11-year-extreme-cot-report/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.