FX.co ★ Speculators Flip to Net Long on Aussie Dollar as CFTC Positions Turn Positive

Speculative positioning in the Australian dollar has swung back into positive territory, according to the latest data on CFTC AUD speculative net positions released on 30 January 2026. Net positions improved to 7.1K contracts, a notable reversal from the previous reading of -14.0K.

The shift from a net short to a net long stance suggests that market participants have become more constructive on the Australian currency’s outlook. While the data alone does not explain the drivers behind the move, the turnaround in sentiment may reflect changing expectations around Australia’s economic prospects or global risk appetite.

Traders and investors will be watching upcoming macroeconomic releases and central bank commentary closely to see whether this positive speculative positioning in the AUD is sustained or proves short-lived.