Exclusive interviews with leading policymakers that convey the true policy message that impacts markets.
Reporting on key macro data at the time of release.
Real-time insight on key fixed income and fx markets.
- Emerging MarketsEmerging Markets
Real-time insight of emerging markets in CEMEA, Asia and LatAm region
- Political RiskPolitical Risk
Intelligence on key political and geopolitical events around the world.
- About Us
Speculators built NZD, AUD net positions most materially in last week's CFTC update, with the AUD position seeing a net swing of 6.4% of open interest to switch to net long. The NZD net long position at 32.9% of open interest is a new 52-week high (Z-score = 1.58).
Similarly for JPY, the net add of 330 contracts puts the JPY net long at it's largest for a year, despite relatively contained price action in spot markets.
This leaves just MXN as the sole currency seeing a net short vs. USD among the currencies surveyed.
Full update here: