Everybody's Betting On A Weaker Dollar

Share on Facebook Tweet on Twitter

Posted by Movement Capital via Seeking Alpha

on Thursday, 10 August 2017 07:07


Commodities: Speculators reduced their long positioning in silver, commercials are actively hedging in feeder cattle, and CoT data helped reveal crowded positioning in coffee and natural gas.

Currencies: Traders have big long positions in the Mexican peso, New Zealand dollar, and euro. The Japanese yen is one of the few foreign currencies without crowded long exposure.

Stocks: Traders quickly reversed their stance on U.S. equity index futures since Q1 of last year, and it's important to contextualize positioning in VIX futures.

Note: My approach for analyzing CoT data to reveal how different types of traders are positioned in the futures markets is outlined here. If you missed it, give the article a read to see the method behind my analysis. All data and images in this article come from my website.

This article outlines how traders are positioned and how that positioning has recently changed. I break down the updates by asset class, so let's get started.


....continue reading HERE

Free Subscription Service - sign up today!

Exclusive content sent directly to your Inbox

  • What Mike's Reading

    His top research pick

  • Numbers You Should Know

    Weekly astonishing statistics

  • Quote of the Week

    Wisdom from the World

  • Top 5 Articles

    Most Popular postings

Learn more...

Our Premium Service:
The Inside Edge on Making Money

Latest Update

Rinse and Repeat With These Long-Term Winners

In April of this year I put together an Inside Edge Column titled, “If It Ain't Broke, Don't Fix It.”. Hardly a revolutionary idea, but...

- posted by Ryan Irvine

Michael Campbell Robert Zurrer
Tyler Bollhorn Eric Coffin Jack Crooks Patrick Ceresna
Josef Mark Leibovit Greg Weldon Ryan Irvine