Softs
| Market |
Signal |
MM Pct |
WoW Δ |
Stress / Fundamental |
| KC Coffee |
Neutral → |
51th |
-2pt |
Brazil -0.25σ · Colombia +0.47σ · Ethiopia +0.47σ |
| Sugar |
Extreme Long → |
95th |
-4pt |
— |
| Cotton |
Long-Leaning ↓ |
72th |
-10pt |
10.6% D3+ |
| Cocoa |
Short-Leaning → |
16th |
-3pt |
— |
Grains
| Market |
Signal |
MM Pct |
WoW Δ |
Stress / Fundamental |
| Corn |
Neutral ↓ |
48th |
-15pt |
3.5% D3+ |
| Soybeans |
Extreme Long → |
90th |
-4pt |
3.5% D3+ |
| HRW Wheat |
Neutral ↓ |
35th |
-11pt |
10.9% D3+ |
| SRW Wheat |
Short-Leaning ↓ |
21th |
-15pt |
3.7% D3+ |
Energy
| Market |
Signal |
MM Pct |
WoW Δ |
Stress / Fundamental |
| Natural Gas |
Extreme Short → |
3th |
-3pt |
-0.0% vs 5yr (surplus) |
| WTI Crude |
Extreme Short → |
10th |
-1pt |
— |
Livestock
| Market |
Signal |
MM Pct |
WoW Δ |
Stress / Fundamental |
| Live Cattle |
Neutral → |
37th |
+4pt |
— |
| Lean Hogs |
Extreme Short → |
0th |
-0pt |
— |
Recent Changes — vs. prior week
RegimeCotton: Extreme Long → Long-Leaning — MM pct now 72th
MoveCorn: ↓ 15pt — MM pct 48th (-15pt WoW)
MoveHRW Wheat: ↓ 11pt — MM pct 35th (-11pt WoW)
RegimeSRW Wheat: Neutral → Short-Leaning — MM pct now 21th
RegimeLive Cattle: Short-Leaning → Neutral — MM pct now 37th