Repeat with no changes

• CFTC IMM position data delayed until at least Click here nS0N33U04O

• As of Jan 24 Net USD G10 position was -$8.4bn NETUSDG10=

• Lions share of positioning was EUR$, specs were short $18bn

• In current Feb 8-14 IMM period EUR$ was +0.07%, w/in tight range

• As of Jan 24 yen specs were long $2.1bn, $JPY +1.55% in period

• As of Jan 24 GBP specs were +$1.8bn; GBP rose 1.02% in period

• Big mover in period was $JPY moving higher on US-JY rate divergence

• Yen shorts likely moved higher as recent yen longs reverse tack