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Weekly Commodity Analysis:  Topic: Wheat   Page 1, Page 2, Page 3, Page 4, Page 5

CFTC Data:  The CFTC numbers show the long funds holding or slightly adding positions but the shorts have their lowest positions for months.  The commercial traders have not wavered from their long positions.  Even though the shorts did add to their sell and hold campaign. 

The small specs which includes small farmer hedging controls must of the short positions.  The odds that the small specs making a large profit is remote.  It just doesn't seem to work out, and the big boy's use this info to fuel short covering rallies.    NEXT

 

CBOT Wheat Funds L Funds S Spreads Comm L Comm S Total L Total S Spec L Spec S
7/28/2006 81,330 68,138 99,571 264,680 250,811 445,581 418,520 34,743 61,804
7/21/2006 80,399 73,574 95,773 264,927 246,308 441,099 415,655 34,266 59,710
7/7/2006 70,206 76,637 98,277 257,934 223,940 426,417 398,854 32,548 60,111
6/30/2006 69,134 68,995 103,646 256,983 228,228 429,763 400,869 31,974 60,868
6/23/2006 72,647 76,270 104,174 265,444 233,551 442,265 413,995 34,242 62,512
6/16/2006 85,650 81,090 101,555 265,275 240,004 452,480 422,649 38,497 68,328
6/9/2006 103,381 91,660 115,465 274,939 256,892 493,785 464,017 40,370 70,138
6/2/2006 118,023 96,496 102,591 278,980 267,454 499,594 466,541 38,459 71,512
5/26/2006 110,708 94,459 92,625 279,155 262,540 482,488 449,624 39,807 72,671

 

CBOT Funds Funds Funds Funds Comm Comm Comm Comm Spec Spec Spec Spec
Wheat Net Long +/- Short +/- OI +/- Net Long +/- Short +/- OI +/- Net Long +/- Short +/- OI +/-
7/28/2006 13192 931 -5436 -4505 13869 -247 4503 4256 -27061 477 2094 2571
7/21/2006 6825 10193 -3063 7130 18619 6993 22368 29361 -25444 1718 -401 1317
7/14/2006 1693 6975 -1149 5826 24124 4713 14583 19296 -25817 739 -1007 -268
7/7/2006 -6431 1072 7642 8714 33994 951 -4288 -3337 -27563 574 -757 -183
6/30/2006 139 -3513 -7275 -10788 28755 -8461 -5323 -13784 -28894 -2268 -1644 -3912
6/23/2006 -3623 -13003 -4820 -17823 31893 169 -6453 -6284 -28270 -4255 -5816 -10071
6/16/2006 4560 -17731 -10570 -28301 25271 -9664 -16888 -26552 -29831 -1873 -1810 -3683
6/9/2006 11,721 -14,642 -4,836 -19,478 18,047 -4,041 -10,562 -14,603 -29,768 1,911 -1,374 537