Weekly CFTC Sentiment Report - Bearish Aggregate USD Bet Continues To Build
The aggregate speculative bearish USD position continued to build this week, widening nearly $4bn to a level just shy of $14bn.
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Steno Signals #194 — The March 2020 Parallel Intensifies
Happy Monday from a sunny Copenhagen! We have been banging the drum on the similarities between the tariffs-cycle and the Covid-cycle over the...
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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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CFTC - CAD Bears Vulnerable to Short Squeeze As JPY Bulls Build On Large Longs
The aggregate speculative bearish USD position more than doubled in the week ended April 15, widening nearly $6bn to a net short $10.1bn.
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BRIDS Market Pulse: Chart of the Week - Cooper Price Vs. USD
Metal sectors (+14% w-w) outperformed, despite the ratification of new royalty scheme by the government (i.e., negative impact for earnings).
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