Speculative sentiment toward the Australian dollar strengthened further, according to the latest Commitments of Traders data released by the U.S. Commodity Futures Trading Commission (CFTC) on 27 February 2026. AUD speculative net positions rose to 52.6K contracts, up from the previous 45.9K, indicating a continued build-up in net long exposure.
The increase in net long AUD positions signals that speculative traders are becoming more optimistic about the currency’s outlook. A higher net long reading typically reflects expectations for potential appreciation in the Australian dollar, often tied to views on relative interest rates, risk appetite, and Australia’s broader economic prospects. While the CFTC data does not reveal the reasons behind traders’ positioning, the move from 45.9K to 52.6K underscores a clear shift toward a more bullish stance on the AUD.