Fed Watch: Why Should the Fed Abandon the Planned Year-End Hike?
No one expects policy action from the Fed this week, but Powell could decide to reiterate that the dot plot remains intact given the most recent...
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Positioning Watch: Is Anyone Even Invested in China at This Stage?
We hope you have enjoyed our China Week coverage with extensive analysis on the ongoing malaise in Chinese Real Estate. Positioning in CNY markets...
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US Dollar is Dead Redux
This note extensively focuses on sentiment as the market is overwhelmed with the Negative Dollar narrative that is mainstream. And it begs the...
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CFTC Weekly Sentiment Report - EUR Overtakes JPY as Largest Held Net Long; CAD Short Narrows
The aggregate bearish USD position widened a meaningful $3.7bn w/w to $15.9bn, pushing back toward the extended bearish levels observed in late...
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Weekly CFTC Sentiment Report - Bearish CAD Sentiment Persists
The latest snapshot of FX positioning reflects only a moderate deterioration in NonCommercial (speculative) USD sentiment in the week through May...
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