Derived Data That Drive Results
By Paul Spirgel — Nov 08 - 04:11 PM
Repeat with no changes
USD net spec G10 long -$0.31bn; $IDX -0.67% in Oct 30-Nov 5 period
Note considerable moves after US elex and Fed may moot this weeks data
EUR$ +1.04% in period; specs +26.7k contracts now -21.7k
$JPY -1.19%; specs sell 19.4k contracts now -44.2k; US-JP rate divergence
GBP$ +0.2%; specs sell 21.3k contracts long cut to 45.1k
$CAD -0.63%; specs sell 7.7k contracts; BoC rate well below Fed in 2025
AUD$ +1.14%; specs +3.5k contracts now +31k; RBA seen as more hawkish c.bank
BTC -4.37% in period; specs +412 contracts, now -1,457, BTC put in new ATHs after period close
Majors w/IMM performance Chart: Click here
IMM Position table as of 11-8: Click here
Source:
Refinitiv IFR Research/Market Commentary
