By Paul Spirgel — Nov 01 - 04:29 PM
Repeat with no changes
Net USD G10 long +$8.88bn to +$18.7bn in Oct 23-29 IMM period; $IDX +0.13%
Trump trades lift USD: Trump policies seen keeping USD bid, Fed path higher
Tuesday elex in focus; Trump win USD, rates positive, Harris less so
EUR$ +0.17%: specs -21.8k contracts now -50.3k, lwr ECB view weighs on EUR
$JPY +1.55%; specs -37.6k contracts now +25k on hawkish Fed, less dovish BoJ
GBP$ +0.27%; specs -8.2k contracts now +66.4k; less-dovish BoE lends supt
Note large sterling dip post-budget not accounted for in this report
$CAD +0.62%; specs -26.9k contracts now -168k; shorts eyes July ATH -196k
AUD$ -1.78%; specs -163 contracts now +27.5k; for now RBA least dovish c.bank
Source:
Refinitiv IFR Research/Market Commentary