27.02.202620:30:00UTC+00Speculative Bets on Brazil’s Real Edge Higher as CFTC Net Longs Rise to 36.7K

Speculative positioning in Brazil’s currency strengthened modestly, with net long positions in the Brazilian real increasing to 36.7K, according to the latest Commitments of Traders data released on 27 February 2026. This compares with a previous reading of 34.7K, signaling a slight uptick in bullish sentiment toward the BRL.

The rise in net speculative longs suggests that traders are incrementally more confident in the real’s outlook than in the prior reporting period. While the change is not dramatic, the move from 34.7K to 36.7K indicates continued interest in Brazilian assets and a willingness among market participants to maintain or add to positions favoring the currency.

Investors will now watch upcoming macroeconomic releases and policy signals from Brazilian authorities for confirmation that the improved sentiment toward the BRL can be sustained, or whether speculative interest will start to unwind after this latest adjustment in positions.