FX Forecast Update—October 2023
We are revising our forecasts for the major currencies along with updated economic forecasts (see tables on page 3 and here for the Forecast Update).
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Foreign Exchange Outlook - April 2025
How quickly things change. At the start of the year, we upgraded our forecasts for the US dollar (USD) in the aftermath of the US presidential...
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Weekly CFTC Sentiment Report - Speculative Traders Edge Back to the USD
Speculative sentiment towards the USD improved in the week through April 1, the first positive shift in Non-Commercial (speculative) accounts’...
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Weekly CFTC Sentiment Report - Speculative Sentiment Shifts Against the USD
Sentiment and positioning data continue to suggest a meaningful shift in broader market thinking on the outlook for the USD.
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Weekly CFTC Sentiment Report – Speculative Traders Turn Bearish on the USD
Aggregate Non-Commercial (speculative) USD-bullish positioning dropped for the eighth week on the bounce, with these accounts halving net USD longs...
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