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Currency Speculators Added To Their USD Bullish Positions Last Week

Published 01/02/2017, 12:34 AM
Updated 07/09/2023, 06:31 AM
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US Dollar COT Large Speculators Chart
US dollar net speculator positions leveled at $24.17 billion last week

The latest data for the weekly Commitment of Traders (COT) report, released by the Commodity Futures Trading Commission (CFTC) on Friday, showed that large traders and currency speculators finished out the year by slightly raising their bullish bets in favor of the US dollar last week.

The non-commercial futures traders, including hedge funds and large speculators, had an overall US dollar long position totaling $24.17 billion as of Tuesday December 27th, according to the latest data from the CFTC and dollar amount calculations by Reuters. This was a weekly gain of $1.72 billion from the $22.45 billion total long position that was registered the previous week, according to the Reuters calculation (totals of the US dollar contracts against the combined contracts of the euro, British pound, Japanese yen, Australian dollar, Canadian dollar and the Swiss franc).

The US dollar aggregate speculative level finished the year above the +$20 billion level for a ninth straight week and not too far off where the aggregate speculative position ended 2015 (+31.80 billion).

Weekly Speculator Contract Changes

Weekly Speculator Contract Changes:

The major currencies that improved against the US dollar last week were the Canadian dollar (10,156 weekly change in contracts), euro (8,637 contracts), British pound sterling (2,251 contracts) and the Mexican peso (5,024 contracts).

The currencies whose speculative bets declined last week versus the dollar were the Japanese yen (-11,560 contracts), Swiss franc (-17,201 contracts), Australian dollar (-5,451 contracts) and the New Zealand dollar (-4,048 contracts).

Table of Weekly Commercial Traders and Speculators Levels and Changes:

Table of Weekly Commercial Traders and Speculators

This latest COT data is through Tuesday and shows a quick view of how large speculators or non-commercials (for-profit traders) as well as the commercial traders (hedgers & traders for business purposes) were positioned in the futures markets. All currency positions are in direct relation to the US dollar where, for example, a bet for the euro is a bet that the euro will rise versus the dollar while a bet against the euro will be a bet that the dollar will gain versus the euro.

Weekly Charts: Large Trader Weekly Positions vs Price

EuroFX:

EuroFX Chart
British Pound Sterling:

British Pound Sterling

Japanese Yen:

Japanese Yen
Swiss Franc:

Swiss Franc Chart
Canadian Dollar:

Canadian Dollar
Australian Dollar:

Australian Dollar
New Zealand Dollar:

New Zealand Dollar

Mexican Peso:

Mexican Peso

*COT Report: The weekly commitment of traders report summarizes the total trader positions for open contracts in the futures trading markets. The CFTC categorizes trader positions according to commercial hedgers (traders who use futures contracts for hedging as part of the business), non-commercials (large traders who speculate to realize trading profits) and nonreportable traders (usually small traders/speculators). Find CFTC criteria here: (http://www.cftc.gov/MarketReports/CommitmentsofTraders/ExplanatoryNotes/index.htm).

The Commitment of Traders report is published every Friday by the Commodity Futures Trading Commission (CFTC) and shows futures positions data that was reported as of the previous Tuesday (3 days behind).

Each currency contract is a quote for that currency directly against the U.S. dollar, a net short amount of contracts means that more speculators are betting that currency to fall against the dollar and a net long position expect that currency to rise versus the dollar.

(The charts overlay the forex closing price of each Tuesday when COT trader positions are reported for each corresponding spot currency pair.) See more information and explanation on the weekly COT report from the CFTC website.

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