CFTC COT Report, Week to September 8, 2026: Japanese Yen Net Speculative Position Rises 53k
The latest CFTC Commitments of Traders report for the week to September 8, 2026, shows a significant shift in Japanese Yen positioning by leveraged funds. These speculators saw their net JPY short position shrink by +53.1k contracts, marking the largest weekly change among the major currencies. Overall, the week saw a mix of position adjustments across the board.
Leveraged funds’ net short JPY position now stands at -49.1k contracts, following the substantial +53.1k contract weekly change where their net short shrank. This move comes as asset managers hold a small net short of -0.6k contracts, while legacy speculators are net long +10.8k contracts.
In the Euro, leveraged funds remained net short at -33.3k contracts, though their net short position shrank by +4.9k contracts last week. This contrasts sharply with asset managers, who maintain a substantial net long of +250.7k contracts.
Mexican Peso positioning by leveraged funds reached a new high within its 52-week range, with a net long of +82.1k contracts. This position grew by +7.7k contracts over the week. Conversely, leveraged funds’ net short in the Swiss Franc grew by -3.1k contracts, bringing their net position to -13.4k contracts, near the bottom of its 52-week range.
The British Pound saw leveraged funds reduce their net long by -8.5k contracts, bringing their net long to +34.6k contracts. This is in contrast to asset managers, who are significantly net short at -105.9k contracts.
Total open interest saw significant increases in several currencies, notably rising by +87.8k contracts in the Japanese Yen, +77.1k contracts in the Euro, and +63.8k contracts in the Australian Dollar.
The numbers, week to September 8, 2026
| Market | Leveraged funds net | Weekly change | Asset managers net | Legacy speculators net | Open interest |
|---|---|---|---|---|---|
| Euro (EUR) | -33.3k | +4.9k | +250.7k | -42.6k | 942k |
| Japanese Yen (JPY) | -49.1k | +53.1k | -0.6k | +10.8k | 500k |
| British Pound (GBP) | +34.6k | -8.5k | -105.9k | -58.8k | 319k |
| Australian Dollar (AUD) | +49.8k | +0.1k | -40.2k | -34.9k | 455k |
| Canadian Dollar (CAD) | -55.4k | +13.3k | -30.0k | -70.5k | 335k |
| Swiss Franc (CHF) | -13.4k | -3.1k | -35.7k | -30.0k | 154k |
| New Zealand Dollar (NZD) | -17.3k | +5.0k | +14.0k | +6.2k | 126k |
| Mexican Peso (MXN) | +82.1k | +7.7k | +63.1k | +94.7k | 327k |
| US Dollar Index (USD) | +6.2k | -0.9k | +16.3k | +17.6k | 58k |
Data: CFTC Traders in Financial Futures (futures only) and legacy Commitments of Traders reports. Net = long contracts minus short contracts. Positioning describes the state of the futures market, it is not trading advice.