FX Positioning: Where have the bulls gone?
CFTC positioning data still shows few signs of a short-squeeze in FX pro-cyclicals – with the partial exception of the New Zealand dollar, which…
FX Positioning: Viral shorts
CFTC data for the week 29 Jan to 4 Feb denotes a flight-to-safety among speculative investors. Commodity currencies positioning tumbled while yen buying…
FX Positioning: Speculative investors bet on AUD weakness
CFTC data for the week 22-28 January indicates that speculative investors primarily chose the Aussie dollar to channel risk aversion tied to the…
In the week 8-14 January CFTC reports a jump in GBP net long positioning. The yen keeps suffering from a supported risk environment and is now the biggest…
At the start of the new year speculative investors curtailed their dollar longs, to the benefit of both low and high-yielders. Latest data show that AUD…
FX Positioning: King dollar
FX Positioning: A risk-on mirror
FX Positioning: GBP shorts remain elevated
