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Chicago Board of Trade May wheat futures jumped nearly 3 percent on Tuesday, rising more than 5 percent since Friday on fund short-covering and spillover strength from corn and soy, traders said.
Strength in global equities and crude oil added to bullish sentiment in commodities. The 19-component Thomson Reuters Core Commodity Index hit a one-month high.
The latest weekly commitments report from the US Commodity Futures Trading Commission showed non-commercial traders held a record-large net short position in CBOT wheat, leaving the market vulnerable to bouts of short-covering.
Open interest in CBOT wheat futures fell by more than 10,000 contracts following Monday's climb, an indication of traders exiting short positions.
Global wheat fundamentals remain bearish. The US Department of Agriculture has projected record-large world wheat ending stocks for 2015-16 and the smallest US wheat export tally in 44 years.
The USDA in its weekly crop progress report rated 57 percent of the US winter wheat crop as good to excellent, up from 56 percent the previous week.

Copyright Reuters, 2016

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