External broker reports(aggregated public sources), Scotiabank

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External broker reports(aggregated public sources)

Scotiabank’s global foreign exchange strategy team provides in-depth regional insights and macro-economic analysis for G10 and advanced economies, Asia Pacific, and Latin America. Find technical and fundamental strategy reports focused on trade ideas, market risks, and the unfolding macro outlook. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

FX & Rates

<ul><li>Speculative sentiment towards the USD improved in the week through April 1, the first positive shift in Non-Commercial (speculative) accounts’ positioning in the USD in ten weeks.</li><li>Overall speculative positioning showed a near USD4bn swing in aggregate in favour of the USD over the most recent week’s data, likely reflecting investor caution around tariff news.</li><li>Additional data shows Real Money (institutional) traders were a little less negative on the USD overall as well, paring net USD shorts USD2bn or so to USD21.bn. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Speculative sentiment towards the USD improved in the week through April 1, the first positive shift in Non-Commercial (speculative) accounts’ positioning in the USD in ten weeks.Overall speculative positioning showed a near USD4bn swing in aggregate in favour of the USD over the most recent week’s data, likely reflecting investor caution around tariff news.Additional data shows Real Money (institutional) traders were a little less negative on the USD overall as well, paring net USD shorts USD2bn or so to USD21.bn. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Weekly CFTC Sentiment Report - Speculative Traders Edge Back to the USD

<ul><li>Sentiment and positioning data continue to suggest a meaningful shift in broader market thinking on the outlook for the USD.</li><li>CFTC data for the week through to last Tuesday indicate a further move away from the USD.</li><li>Non-Commercial (speculative) accounts held a net USD short position (aggregated across the major currencies we monitor in this report) of USD1.7bn after initiating a minor net USD short in the prior week’s data. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Sentiment and positioning data continue to suggest a meaningful shift in broader market thinking on the outlook for the USD.CFTC data for the week through to last Tuesday indicate a further move away from the USD.Non-Commercial (speculative) accounts held a net USD short position (aggregated across the major currencies we monitor in this report) of USD1.7bn after initiating a minor net USD short in the prior week’s data. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Weekly CFTC Sentiment Report - Speculative Sentiment Shifts Against the USD

<ul><li>CFTC data covering the March 11th week reflect the recent trend of fading USD bull sentiment.</li><li>Aggregate Non-Commercial (speculative) USD-bullish positioning dropped for the eighth week on the bounce, with these accounts halving net USD longs to USD4.9bn.</li><li>Recall that peak speculative USD bullishness was reached in mid -January when net USD longs reached USD35bn. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

CFTC data covering the March 11th week reflect the recent trend of fading USD bull sentiment.Aggregate Non-Commercial (speculative) USD-bullish positioning dropped for the eighth week on the bounce, with these accounts halving net USD longs to USD4.9bn.Recall that peak speculative USD bullishness was reached in mid -January when net USD longs reached USD35bn. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Weekly CFTC Sentiment Report - Speculative EUR Sentiment Turns Bullish

<ul><li>Broader USD bullish sentiment continues to fade, according to CFTC data for the week through Tuesday March 4th.</li><li>IMM data shows speculative USD-bullish sentiment retreating for a seventh, successive week, with aggregate USD net longs down by two thirds to just under USD10bn over the past month alone.</li><li>This is the lowest bull bet on the USD among Non-Commercial accounts since late October.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Broader USD bullish sentiment continues to fade, according to CFTC data for the week through Tuesday March 4th.IMM data shows speculative USD-bullish sentiment retreating for a seventh, successive week, with aggregate USD net longs down by two thirds to just under USD10bn over the past month alone.This is the lowest bull bet on the USD among Non-Commercial accounts since late October.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Weekly CFTC Sentiment Report - USD Sentiment Fades, Traders Increasingly Bullish on JPY

<ul><li>CFTC data for the week through Tuesday February 25th reflects a significant further decline in broader USD bullish sentiment.</li><li>Net Non-Commercial (speculative) traders slashed core net USD longs USD8.1bn over the week, the largest one-week sentiment shift against the USD since last August.</li><li>That trend was reflected across data covering other market participants. Leveraged accounts (hedge funds) trimmed net USD longs USD2.3bn while Real Money (institutional) traders moved off neutral on the USD to open a USD6bn net short, their first bearish positioning on the USD in aggregate since early November. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

CFTC data for the week through Tuesday February 25th reflects a significant further decline in broader USD bullish sentiment.Net Non-Commercial (speculative) traders slashed core net USD longs USD8.1bn over the week, the largest one-week sentiment shift against the USD since last August.That trend was reflected across data covering other market participants. Leveraged accounts (hedge funds) trimmed net USD longs USD2.3bn while Real Money (institutional) traders moved off neutral on the USD to open a USD6bn net short, their first bearish positioning on the USD in aggregate since early November. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Weekly CFTC Sentiment Report - Bullish USD Sentiment in Retreat

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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’...

Scotiabank

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.

Scotiabank

Weekly CFTC Sentiment Report - Speculative EUR Sentiment Turns Bullish

Aggregate Non-Commercial (speculative) USD-bullish positioning dropped for the eighth week on the bounce, with these accounts halving net USD longs...

Scotiabank

Weekly CFTC Sentiment Report - USD Sentiment Fades, Traders Increasingly Bullish on JPY

IMM data shows speculative USD-bullish sentiment retreating for a seventh, successive week, with aggregate USD net longs down by two thirds to just...

Scotiabank

Weekly CFTC Sentiment Report - Bullish USD Sentiment in Retreat

Combined net USD long positioning is down by USD16.5bn in the latest week’s data to USD21bn, a third of the bullish net position seen just seven...

Scotiabank

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