Weekly Highlight from the latest CFTC report β week of June 9, 2026.
Three positioning stories worth watching this week.
πΊπΈDollar Index β Asset Managers just hit a 52-week record in long exposure. After a brief reduction last week, they came back harder. COT at 100%.
π¨π¦Canadian Dollar β three weeks into the flip. Short positions keep building. Both AM and LF aligned, fresh capital still entering short.
πͺGold β Commercials have nearly stopped hedging. Short exposure at a multi-year low. OI rising while they cover. New capital entering as producers step back.
Three different markets. Three different behaviors. All moving with conviction.
#COTreport #CommodityReport #CurrencyMarket