SoftSignal Research

Market Signal Dashboard

COT positioning · Weather & drought stress · as of July 31, 2026
Softs
Market Signal MM Pct WoW Δ Stress / Fundamental
KC Coffee Neutral 62th +0pt Brazil -0.82σ · Colombia -0.26σ · Ethiopia -1.56σ
Sugar Extreme Short 11th -3pt
Cotton Long-Leaning 69th -1pt 1.2% D3+
Cocoa Extreme Short 14th -3pt
Grains
Market Signal MM Pct WoW Δ Stress / Fundamental
Corn Long-Leaning 66th +10pt 3.2% D3+
Soybeans Extreme Long 81th +10pt 3.2% D3+
HRW Wheat Long-Leaning 77th +2pt 18.0% D3+
SRW Wheat Long-Leaning 68th +10pt 0.0% D3+
Energy
Market Signal MM Pct WoW Δ Stress / Fundamental
Natural Gas Short-Leaning 15th -1pt +5.9% vs 5yr (surplus)
WTI Crude Extreme Short 12th +6pt
Livestock
Market Signal MM Pct WoW Δ Stress / Fundamental
Live Cattle Neutral 45th -5pt
Lean Hogs Extreme Short 3th +2pt
Recent Changes — vs. prior week
RegimeCocoa: Short-Leaning → Extreme Short — MM pct now 14th
RegimeCorn: Neutral → Long-Leaning — MM pct now 66th
RegimeSoybeans: Long-Leaning → Extreme Long — MM pct now 81th
RegimeSRW Wheat: Neutral → Long-Leaning — MM pct now 68th