Research
Findings from the data
- Macro releasemacroCPI-U, all items less food and energy rose 0.3% in October 2026
CPI-U, all items less food and energy (SA), October 2026: 339.900 (Index 1982–84=100). Month-over-month change +0.30% (from 338.896).
- Macro releasemacroCPI-U, all items rose 0.4% in October 2026
CPI-U, all items (SA), October 2026: 337.476 (Index 1982–84=100). Month-over-month change +0.35% (from 336.298).
- RevisionlaborTotal nonfarm payroll employment for August 2026 revised up to 159,068 from 159,015
Total nonfarm payroll employment for August 2026 revised up to 159,068 from 159,015 (Thousands of jobs). EveryIntel retains the originally published value.
- RevisionlaborTotal nonfarm payroll employment for September 2026 revised up to 159,128 from 159,044
Total nonfarm payroll employment for September 2026 revised up to 159,128 from 159,044 (Thousands of jobs). EveryIntel retains the originally published value.
- Macro releaselaborTotal nonfarm payroll employment: +165k in October 2026
Total nonfarm payroll employment (SA), October 2026: 159,293 (Thousands of jobs). Change from prior month +165 thousand (from 159,128k to 159,293k).
- Macro releaselaborUnemployment rate fell to 4.1% in October 2026
Unemployment rate (SA), October 2026: 4.1 (Percent). Change from prior month −0.1 percentage points.
- Positioning extrememarketsNew Zealand Dollar: speculative net positioning in 2nd percentile of 3-year range
Non-commercial traders were net short 60,015 New Zealand Dollar futures contracts as of 2026-11-03, the 2nd percentile across 156 weekly reports.
- Positioning extrememarketsAustralian Dollar: speculative net positioning at 3-year low
Non-commercial traders were net short 129,457 Australian Dollar futures contracts as of 2026-11-03, the lowest net reading across 156 weekly reports.
- Positioning extrememarketsEuro FX: speculative net positioning at 3-year low
Non-commercial traders were net short 157,791 Euro FX futures contracts as of 2026-11-03, the lowest net reading across 156 weekly reports.
- Positioning extremecommoditiesLean Hogs: speculative net positioning in 2nd percentile of 3-year range
Non-commercial traders were net short 81,035 Lean Hogs futures contracts as of 2026-11-03, the 2nd percentile across 156 weekly reports.
- Positioning extremecommoditiesCoffee C: speculative net positioning in 3rd percentile of 3-year range
Non-commercial traders were net long 11,956 Coffee C futures contracts as of 2026-11-03, the 3rd percentile across 156 weekly reports.
- Positioning extremecommoditiesSugar No. 11: speculative net positioning in 95th percentile of 3-year range
Non-commercial traders were net long 185,473 Sugar No. 11 futures contracts as of 2026-11-03, the 95th percentile across 156 weekly reports.
- Positioning extremecommoditiesSilver: speculative net positioning in 4th percentile of 3-year range
Non-commercial traders were net long 21,251 Silver futures contracts as of 2026-11-03, the 4th percentile across 156 weekly reports.
- Positioning extremecommoditiesNatural Gas (Henry Hub): speculative net positioning at 3-year low
Non-commercial traders were net short 258,863 Natural Gas (Henry Hub) futures contracts as of 2026-11-03, the lowest net reading across 156 weekly reports.
- boe rate changepolicyBank of England raised Bank Rate to 4.00% from 3.75%
Bank of England Bank Rate: 4.00% from 5 Nov 2026; previously 3.75% (from 18 Dec 2025). Change: +25 basis points.
- Positioning extrememarketsNew Zealand Dollar: speculative net positioning in 3rd percentile of 3-year range
Non-commercial traders were net short 57,690 New Zealand Dollar futures contracts as of 2026-10-27, the 3rd percentile across 156 weekly reports.
- Positioning extrememarketsAustralian Dollar: speculative net positioning at 3-year low
Non-commercial traders were net short 128,315 Australian Dollar futures contracts as of 2026-10-27, the lowest net reading across 156 weekly reports.
- Positioning extrememarketsEuro FX: speculative net positioning at 3-year low
Non-commercial traders were net short 143,894 Euro FX futures contracts as of 2026-10-27, the lowest net reading across 156 weekly reports.
- Positioning extremecommoditiesLean Hogs: speculative net positioning at 3-year low
Non-commercial traders were net short 82,361 Lean Hogs futures contracts as of 2026-10-27, the lowest net reading across 156 weekly reports.
- Positioning extremecommoditiesSugar No. 11: speculative net positioning in 95th percentile of 3-year range
Non-commercial traders were net long 201,596 Sugar No. 11 futures contracts as of 2026-10-27, the 95th percentile across 156 weekly reports.
- Positioning extremecommoditiesSilver: speculative net positioning in 4th percentile of 3-year range
Non-commercial traders were net long 19,703 Silver futures contracts as of 2026-10-27, the 4th percentile across 156 weekly reports.
- Positioning extremecommoditiesNatural Gas (Henry Hub): speculative net positioning at 3-year low
Non-commercial traders were net short 255,164 Natural Gas (Henry Hub) futures contracts as of 2026-10-27, the lowest net reading across 156 weekly reports.
- Positioning extrememarketsNew Zealand Dollar: speculative net positioning in 2nd percentile of 3-year range
Non-commercial traders were net short 58,149 New Zealand Dollar futures contracts as of 2026-10-20, the 2nd percentile across 156 weekly reports.
- Positioning extrememarketsAustralian Dollar: speculative net positioning at 3-year low
Non-commercial traders were net short 127,292 Australian Dollar futures contracts as of 2026-10-20, the lowest net reading across 156 weekly reports.
- Positioning extrememarketsEuro FX: speculative net positioning in 1st percentile of 3-year range
Non-commercial traders were net short 134,524 Euro FX futures contracts as of 2026-10-20, the 1st percentile across 156 weekly reports.
- Positioning extremecommoditiesLean Hogs: speculative net positioning in 1st percentile of 3-year range
Non-commercial traders were net short 76,730 Lean Hogs futures contracts as of 2026-10-20, the 1st percentile across 156 weekly reports.
- Positioning extremecommoditiesSugar No. 11: speculative net positioning in 99th percentile of 3-year range
Non-commercial traders were net long 228,816 Sugar No. 11 futures contracts as of 2026-10-20, the 99th percentile across 156 weekly reports.
- Positioning extremecommoditiesSilver: speculative net positioning in 4th percentile of 3-year range
Non-commercial traders were net long 19,795 Silver futures contracts as of 2026-10-20, the 4th percentile across 156 weekly reports.
- Positioning extremecommoditiesNatural Gas (Henry Hub): speculative net positioning at 3-year low
Non-commercial traders were net short 241,272 Natural Gas (Henry Hub) futures contracts as of 2026-10-20, the lowest net reading across 156 weekly reports.
- Positioning extrememarketsU.S. 10-Year Note: speculative net positioning in 5th percentile of 3-year range
Non-commercial traders were net short 988,102 U.S. 10-Year Note futures contracts as of 2026-10-13, the 5th percentile across 156 weekly reports.
- Positioning extrememarketsAustralian Dollar: speculative net positioning at 3-year low
Non-commercial traders were net short 117,299 Australian Dollar futures contracts as of 2026-10-13, the lowest net reading across 156 weekly reports.
- Positioning extrememarketsBritish Pound: speculative net positioning at 3-year low
Non-commercial traders were net short 106,964 British Pound futures contracts as of 2026-10-13, the lowest net reading across 156 weekly reports.
- Positioning extrememarketsEuro FX: speculative net positioning at 3-year low
Non-commercial traders were net short 137,573 Euro FX futures contracts as of 2026-10-13, the lowest net reading across 156 weekly reports.
- Positioning extremecommoditiesLean Hogs: speculative net positioning at 3-year low
Non-commercial traders were net short 81,787 Lean Hogs futures contracts as of 2026-10-13, the lowest net reading across 156 weekly reports.
- Positioning extremecommoditiesLive Cattle: speculative net positioning in 2nd percentile of 3-year range
Non-commercial traders were net long 26,326 Live Cattle futures contracts as of 2026-10-13, the 2nd percentile across 156 weekly reports.
- Positioning extremecommoditiesSugar No. 11: speculative net positioning in 99th percentile of 3-year range
Non-commercial traders were net long 226,974 Sugar No. 11 futures contracts as of 2026-10-13, the 99th percentile across 156 weekly reports.
- Positioning extremecommoditiesSoybeans: speculative net positioning in 98th percentile of 3-year range
Non-commercial traders were net long 271,099 Soybeans futures contracts as of 2026-10-13, the 98th percentile across 156 weekly reports.
- Positioning extremecommoditiesNatural Gas (Henry Hub): speculative net positioning in 1st percentile of 3-year range
Non-commercial traders were net short 233,578 Natural Gas (Henry Hub) futures contracts as of 2026-10-13, the 1st percentile across 156 weekly reports.
- Macro releasemacroCPI-U, all items less food and energy rose 0.3% in September 2026; 2.6% year over year
CPI-U, all items less food and energy (SA), September 2026: 338.896 (Index 1982–84=100). Month-over-month change +0.33% (from 337.765). Year-over-year change +2.57% (from 330.418).
- Macro releasemacroCPI-U, all items rose 0.6% in September 2026; 3.7% year over year
CPI-U, all items (SA), September 2026: 336.298 (Index 1982–84=100). Month-over-month change +0.65% (from 334.131). Year-over-year change +3.72% (from 324.245).
- Positioning shiftmarketsMexican Peso: unusually large weekly decrease in speculative net positioning
Non-commercial net positioning in Mexican Peso futures moved −41,701 contracts in the week to 2026-10-06, a 5.1-standard-deviation move versus the prior year of weekly changes.
- Positioning extrememarketsMexican Peso: speculative net positioning in 5th percentile of 3-year range
Non-commercial traders were net long 10,701 Mexican Peso futures contracts as of 2026-10-06, the 5th percentile across 156 weekly reports.
- Positioning extrememarketsAustralian Dollar: speculative net positioning in 4th percentile of 3-year range
Non-commercial traders were net short 98,588 Australian Dollar futures contracts as of 2026-10-06, the 4th percentile across 156 weekly reports.
- Positioning extrememarketsBritish Pound: speculative net positioning in 2nd percentile of 3-year range
Non-commercial traders were net short 97,611 British Pound futures contracts as of 2026-10-06, the 2nd percentile across 156 weekly reports.
- Positioning extrememarketsEuro FX: speculative net positioning at 3-year low
Non-commercial traders were net short 99,332 Euro FX futures contracts as of 2026-10-06, the lowest net reading across 156 weekly reports.
- Positioning extremecommoditiesLean Hogs: speculative net positioning at 3-year low
Non-commercial traders were net short 76,468 Lean Hogs futures contracts as of 2026-10-06, the lowest net reading across 156 weekly reports.
- Positioning extremecommoditiesLive Cattle: speculative net positioning in 5th percentile of 3-year range
Non-commercial traders were net long 29,392 Live Cattle futures contracts as of 2026-10-06, the 5th percentile across 156 weekly reports.
- Positioning extremecommoditiesSugar No. 11: speculative net positioning in 96th percentile of 3-year range
Non-commercial traders were net long 217,275 Sugar No. 11 futures contracts as of 2026-10-06, the 96th percentile across 156 weekly reports.
- Positioning extremecommoditiesSoybeans: speculative net positioning in 99th percentile of 3-year range
Non-commercial traders were net long 273,896 Soybeans futures contracts as of 2026-10-06, the 99th percentile across 156 weekly reports.
- Positioning extremecommoditiesCorn: speculative net positioning in 95th percentile of 3-year range
Non-commercial traders were net long 452,473 Corn futures contracts as of 2026-10-06, the 95th percentile across 156 weekly reports.
- Positioning extremecommoditiesNatural Gas (Henry Hub): speculative net positioning at 3-year low
Non-commercial traders were net short 236,439 Natural Gas (Henry Hub) futures contracts as of 2026-10-06, the lowest net reading across 156 weekly reports.
- FX movemarketsEuro fell 1.67% against the Swiss Franc in the ECB reference rate on 2 Oct 2026
ECB reference rate 2 Oct 2026: 1 EUR = 0.9279 CHF; previous 1 Oct 2026: 0.9437 CHF. Daily change −1.67%, a 7.9-standard-deviation move versus the previous 250 daily changes.
- Positioning extrememarketsBritish Pound: speculative net positioning in 2nd percentile of 3-year range
Non-commercial traders were net short 91,075 British Pound futures contracts as of 2026-09-29, the 2nd percentile across 156 weekly reports.
- Positioning extremecommoditiesLean Hogs: speculative net positioning at 3-year low
Non-commercial traders were net short 76,231 Lean Hogs futures contracts as of 2026-09-29, the lowest net reading across 156 weekly reports.
- Positioning extremecommoditiesSoybeans: speculative net positioning in 98th percentile of 3-year range
Non-commercial traders were net long 256,872 Soybeans futures contracts as of 2026-09-29, the 98th percentile across 156 weekly reports.
- Positioning extremecommoditiesCorn: speculative net positioning in 97th percentile of 3-year range
Non-commercial traders were net long 509,501 Corn futures contracts as of 2026-09-29, the 97th percentile across 156 weekly reports.
- Positioning extremecommoditiesCopper: speculative net positioning in 98th percentile of 3-year range
Non-commercial traders were net long 85,411 Copper futures contracts as of 2026-09-29, the 98th percentile across 156 weekly reports.
- Positioning extremecommoditiesNatural Gas (Henry Hub): speculative net positioning at 3-year low
Non-commercial traders were net short 231,020 Natural Gas (Henry Hub) futures contracts as of 2026-09-29, the lowest net reading across 156 weekly reports.
- RevisionlaborTotal nonfarm payroll employment for July 2026 revised down to 158,882 from 158,913
Total nonfarm payroll employment for July 2026 revised down to 158,882 from 158,913 (Thousands of jobs). EveryIntel retains the originally published value.
- RevisionlaborTotal nonfarm payroll employment for August 2026 revised down to 159,015 from 159,075
Total nonfarm payroll employment for August 2026 revised down to 159,015 from 159,075 (Thousands of jobs). EveryIntel retains the originally published value.
- Macro releaselaborTotal nonfarm payroll employment: +29k in September 2026
Total nonfarm payroll employment (SA), September 2026: 159,044 (Thousands of jobs). Change from prior month +29 thousand (from 159,015k to 159,044k).
- Macro releaselaborUnemployment rate rose to 4.2% in September 2026
Unemployment rate (SA), September 2026: 4.2 (Percent). Change from prior month +0.1 percentage points.
- Macro releaselaborTotal nonfarm payroll employment: +162k in August 2026
Total nonfarm payroll employment (SA), August 2026: 159,075 (Thousands of jobs). Change from prior month +162 thousand (from 158,913k to 159,075k).
- Macro releaselaborUnemployment rate unchanged at 4.1% in August 2026
Unemployment rate (SA), August 2026: 4.1 (Percent). Change from prior month 0.0 percentage points.
- Macro releasemacroCPI-U, all items less food and energy rose 0.3% in August 2026; 2.4% year over year
CPI-U, all items less food and energy (SA), August 2026: 337.765 (Index 1982–84=100). Month-over-month change +0.29% (from 336.789). Year-over-year change +2.45% (from 329.700).
- Macro releasemacroCPI-U, all items rose 0.4% in August 2026; 3.4% year over year
CPI-U, all items (SA), August 2026: 334.131 (Index 1982–84=100). Month-over-month change +0.40% (from 332.813). Year-over-year change +3.35% (from 323.291).
- Positioning extrememarketsBritish Pound: speculative net positioning in 4th percentile of 3-year range
Non-commercial traders were net short 82,568 British Pound futures contracts as of 2026-09-22, the 4th percentile across 156 weekly reports.
- Positioning extremecommoditiesLean Hogs: speculative net positioning in 1st percentile of 3-year range
Non-commercial traders were net short 68,295 Lean Hogs futures contracts as of 2026-09-22, the 1st percentile across 156 weekly reports.
- Positioning extremecommoditiesLive Cattle: speculative net positioning in 3rd percentile of 3-year range
Non-commercial traders were net long 28,312 Live Cattle futures contracts as of 2026-09-22, the 3rd percentile across 156 weekly reports.
- Positioning extremecommoditiesCotton No. 2: speculative net positioning in 96th percentile of 3-year range
Non-commercial traders were net long 103,028 Cotton No. 2 futures contracts as of 2026-09-22, the 96th percentile across 156 weekly reports.
- Positioning extremecommoditiesCoffee C: speculative net positioning in 4th percentile of 3-year range
Non-commercial traders were net long 10,273 Coffee C futures contracts as of 2026-09-22, the 4th percentile across 156 weekly reports.
- Positioning extremecommoditiesSoybeans: speculative net positioning at 3-year high
Non-commercial traders were net long 281,581 Soybeans futures contracts as of 2026-09-22, the highest net reading across 156 weekly reports.
- Positioning extremecommoditiesCorn: speculative net positioning in 98th percentile of 3-year range
Non-commercial traders were net long 535,801 Corn futures contracts as of 2026-09-22, the 98th percentile across 156 weekly reports.
- Positioning extremecommoditiesCopper: speculative net positioning in 99th percentile of 3-year range
Non-commercial traders were net long 90,522 Copper futures contracts as of 2026-09-22, the 99th percentile across 156 weekly reports.
- Positioning extremecommoditiesNatural Gas (Henry Hub): speculative net positioning in 2nd percentile of 3-year range
Non-commercial traders were net short 216,530 Natural Gas (Henry Hub) futures contracts as of 2026-09-22, the 2nd percentile across 156 weekly reports.
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