• USD IMM net spec long -$0.41bn in Aug 26-Sept 2 reporting period; USD IDX+0.75% in period

• EUR$ -0.7% in period; specs +11.4k contracts now -24.9k; Ecb set to hike Sept 10

• $JPY +0.64%; specs -28.9k contracts now -92.2k; BoJ policy uncertainty weighed on JPY

• GBP$ -0.98%; specs -5.1k contracts now -49.6k; UK fiscal concerns, hawkish Fed USD positive

• $CAD +0.43% in period; specs +13.4k contracts now -108.1k; US-CA tariff angst stalls CAD bid

• AUD$ -0.27%; specs +5k contracts now -39.4k; AU rate advantage tempers weakness vs USD

• Since period close yen has rallied on more-hawkish BoJ view; USD higher after abv-f/c payroll data

Majors w/IMM Performance Chart:


IMM Position Table:

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