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Jan 24 - 04:55 PM

IMM: USD Spec Long Dips Post-Inauguration Amid Softer Tariff, Rate Tones

By Paul Spirgel  —  Jan 24 - 04:04 PM

• $IDX -0.98%, USD spec long -1.11bn in Jan 15-21 period on JPY, CAD, AUD buys

• Trump seen lass draconian on tariffs & talk of lower yields weighs on USD

• EUR$ +1.17% in period; specs -2.1k contracts now -62.5k; ECB cut upcoming

• $JPY -1.53%; specs +14.7k contracts now -14.7k; runup to BoJ hike lifts yen

• GBP$ +1.19%, specs -8.7k contracts now -8.3k; fiscal, dovish concerns weigh

• $CAD -0.2%, specs +16.4k contracts; reduced Trump tariff few lifted CAD

• AUD$ +1.26%, specs +6.3k; bottom-fishers, lower tariff view boosts AUD

Majors w/IMM Performance Chart:


IMM Position table:


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

 

Source:
London Stock Exchange Group | Thomson Reuters

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