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Agriculture

Where do grains and their positioning sit?
Agriculture — Wheat vs Managed-Money Positioning

Wheat front-month spot against CFTC managed-money net positioning (z-scored) — the light v1 grains read.

How Wheat spot (left axis) and CFTC managed-money net position as a 3-year rolling z-score (right axis).Source Yahoo Finance, CFTC

commodities_agriculture

How to read Where wheat trades alongside how stretched speculative positioning currently is. Grains specs are persistently short, so read the z versus its own history.

Positioning is reported descriptively — an extreme is NOT a contrarian signal (the 'Masters hypothesis' that speculation drives prices is not supported by the evidence). Corn / soybeans + USDA fundamentals are deferred.

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