• USD G10 short pared in May 28-Jun 3 IMM period specs +$1.2bn; $IDX -0.26%

• USD selling reversed after period cls, Friday's upbeat US payrolls lifts USD, risk

• EUR$ +0.36% in period, specs +3.3k contracts now +82.8k

• $JPY -0.23%, specs -12.9k contracts now +151.1k; pair higher into weekend

• GBP$ +0.08%, specs -164 contracts now +35.2k; pair hovers near 3-yr highs

• $CAD -0.62%, specs -4.5k contracts now -108.4k; pair near trend lows

• Specs remain very long yen, and short CAD; perhaps a long CAD/JPY in order

• LSEG's IRPR sees BoJ on hold til earliest Oct, 52% odds for hike

• Fed Sept cut odds diminish after today's upside payrolls beat supports $JPY bid

• Despite near 6-big-figure $CAD dip since "Liberation Day" specs hold large short

IMM Position Table:


Majors w/IMM Performance Chart:


(Paul.Spirgel is a Reuters market analyst. The views expressed are his own)