Weekly CFTC Sentiment Report - Bullish Sentiment Build for USD Slows
Broad, USD bullish sentiment persists but the build-up in USD long positioning slowed among Non-Commercial (speculative) accounts—perhaps not too...
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FX Snapshot - USD Bullish Narrative Persists but Positioning Is Crowded
Yields and policy differentials explain a lot of the dollar’s overall performance in 2024. The DXY tracked our spread-based fair value estimate...
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Weekly CFTC Sentiment Report - USD Bullish Speculative Sentiment Builds
Combined net long USD positioning rose to just over USD59bn, the highest since May 2019. USD positioning/sentiment continues to look extended.
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CAD Weekly Outlook - CAD Steady as Uncertainty Mounts
The CAD is ending the week with a small net gain versus a generally strong USD, outperforming is core G10 and most of its commodity peers.
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FX Snapshot - A Needle Scratch in the USD-Positive Narrative
Firm US yields, supportive spreads, bullish seasonal trends and the impending inauguration of President-elect Trump provided solid support for the...
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