The latest Commitments of Traders report was released, covering positions through Tuesday
The 3-Year Min/Max Screen shows mostly the same trends in "smart money" positioning as prior weeks. Large, commercial hedgers continue to accumulate multi-year or record short exposure against many commodity contracts such as soybeans, sugar, and natural gas. Their exposure against commodities in general and agriculture in particular continue to move to new extremes. They started to reverse their shorts in 10-year Treasury futures but have a long way to go before even hitting neutral. In stocks, there was essentially no movement as they held a net short position worth about $37 billion.