Each row shows the current managed money positioning percentile, deferred crop-year
positioning concentration (SPRT), and weather or supply stress for 12 commodity markets. Regime labels and stress
readings are public. Full signal data — percentile ranks, week-over-week deltas, and
this week's notable changes — are available to subscribers.
Softs
| Market |
Signal |
MM Pct |
WoW Δ |
SPRT |
Stress / Fundamental |
| KC Coffee |
Neutral ↓ |
🔒 |
🔒 |
🔒 |
Brazil -0.68σ · Colombia +0.67σ · Ethiopia -0.58σ |
| Sugar |
Extreme Short → |
🔒 |
🔒 |
🔒 |
— |
| Cotton |
Neutral ↓ |
🔒 |
🔒 |
🔒 |
4.0% D3+ |
| Cocoa |
Extreme Short → |
🔒 |
🔒 |
🔒 |
— |
Grains
| Market |
Signal |
MM Pct |
WoW Δ |
SPRT |
Stress / Fundamental |
| Corn |
Neutral ↓ |
🔒 |
🔒 |
🔒 |
7.3% D3+ |
| Soybeans |
Neutral ↓ |
🔒 |
🔒 |
🔒 |
7.3% D3+ |
| HRW Wheat |
Short-Leaning ↓ |
🔒 |
🔒 |
🔒 |
24.3% D3+ |
| SRW Wheat |
Short-Leaning ↓ |
🔒 |
🔒 |
🔒 |
0.8% D3+ |
Energy
| Market |
Signal |
MM Pct |
WoW Δ |
SPRT |
Stress / Fundamental |
| Natural Gas |
Extreme Short → |
🔒 |
🔒 |
🔒 |
+4.6% vs 5yr (surplus) |
| WTI Crude |
Short-Leaning → |
🔒 |
🔒 |
🔒 |
— |
Livestock
| Market |
Signal |
MM Pct |
WoW Δ |
SPRT |
Stress / Fundamental |
| Live Cattle |
Long-Leaning → |
🔒 |
🔒 |
🔒 |
— |
| Lean Hogs |
Extreme Short → |
🔒 |
🔒 |
🔒 |
— |
Unlock the full signal stack
Subscribers get all percentile ranks, week-over-week deltas, SPRT values,
the Recent Changes feed, and access to the full weekly reports (Coffee, Energy,
Grain, Livestock, Cotton, Positioning) and the AI research assistant.
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