COT Report — CFTC Commitments of Traders, week of 2026-09-29

Name: COT Report 2026-09-29 — CFTC Commitments of Traders Data, Charts & Analysis
Creator: Jesse Lau
Published: 2026-10-03
License: https://www.cftc.gov/

Data as of CFTC release 2026-09-29 · 2026-10-03

This page tracks the CFTC Commitments of Traders (COT) report for the major currencies, metals and Bitcoin. The CFTC publishes every Friday afternoon US time, reflecting positions held on the previous Tuesday — the table below is the release dated 2026-09-29, refreshed here automatically every Saturday. Read speculative positioning as a fuel gauge, not a momentum meter: an extreme reading says how much forced buying or selling is stored up, not when it fires.

Instrument	Net position	Weekly change (Δ)	Net/OI	Idx 52w	Reading
Euro (EUR) →	-63,256	-10,922	-7.4%	4	crowded short ⚠ · building
British Pound (GBP) →	-91,075	-8,507	-36.2%	15	mid-range · building
Japanese Yen (JPY) →	+55,440	-16,542	15.4%	77	mid-range · unwinding
Swiss Franc (CHF) →	-24,617	+2,135	-18.4%	81	mid-range · unwinding
Canadian Dollar (CAD) →	-78,671	-25,461	-22.7%	47	mid-range · building
Australian Dollar (AUD) →	-63,239	-16,425	-20.4%	12	mid-range · building
New Zealand Dollar (NZD) →	-17,315	-5,935	-15.1%	63	mid-range · building
Bitcoin (BTC) →	+2,465	-291	12.6%	71	mid-range · unwinding
Gold (XAU) →	+218,632	-7,221	53.8%	66	mid-range · unwinding
Silver (XAG) →	+22,083	-3,361	20.6%	1	crowded short ⚠ · unwinding
US Dollar Index (DX) →	+11,881	+1,551	24.6%	73	mid-range · building

What this week says

At an extreme (Idx ≥90 or ≤10): Euro (EUR) (4) · Silver (XAG) (1)

Positioning unwinding (Δ against the net): Japanese Yen (JPY) (Δ -16,542) · Swiss Franc (CHF) (Δ +2,135) · Bitcoin (BTC) (Δ -291) · Gold (XAU) (Δ -7,221) · Silver (XAG) (Δ -3,361)

How to read the four columns

Net position: Speculative long contracts minus short contracts. The only column that carries direction — positive means the crowd is betting the currency up.
Weekly change (Δ): How much the net moved since last week. A flip in sign after a long run one way is the closest thing to an ignition signal.
Net/OI: Net position divided by total open interest — concentration with market size divided out, so a 50,000-contract net means the same thing in a big and a small market.
Idx 52w: Where today's net sits between its own 52-week high and low. 0 = most short in a year, 100 = most long. It carries no direction of its own — an index of 95 on a deeply negative net just means "less short than usual".

Why the Dollar Index reads backwards

The US Dollar Index (DX) row is the exception. Across 22 years and 1,148 weeks we found that after DX positioning enters its most-bullish bucket, the dollar index averaged +1.07% over the following 8 weeks (t = 5.18); after its most-bearish bucket, −0.58%. Extreme dollar positioning is a momentum signal, not reversal fuel — likely because a crowded dollar long is dispersed across seven currencies with no single squeeze point, and dollar extremes coincide with macro regime changes that persist.

Release schedule

The CFTC releases the COT report on Friday at 3:30pm Eastern, covering positions as of the preceding Tuesday. That three-day lag is structural, which is why COT is context rather than a timing tool. This page refetches on a Friday-evening and Saturday-morning schedule, so it is current by Saturday UTC.

Go deeper

📘 Read the COT guide ⚔ Live currency strength meter 📒 Signal ledger

Educational data reference, not investment advice. Source: CFTC Commitments of Traders (public dataset).