COT positioning is at the edges of its two-year range: Euro FX sits at the 0th percentile short, the Swiss franc at the 4th percentile short, and E-mini Nasdaq 100 at the 97th percentile long. Elevated sentiment readings rose to 12 from 8 the prior week. The 30-Year auction on 8 October graded B+. If the 9 December FOMC, 27 days away, moves the dollar, those currency shorts and the Nasdaq long get tested together.