• USD net G10 spec long in Sept 30-Oct 6 IMM period; $IDX +0.41%

• USD remained bid into new IMM period on European fiscal & Mideast (oil)concerns

• EUR$ -0.76%, specs -36.1k contracts now -99.3k; French fiscal concerns weigh on EUR

• $JPY +0.54%, specs +6.9k contracts now +62.3k; higher US yields add to USD haven status

• GBP$ +0.35%. specs -6.5k contracts now -97.6k; BoE a high yielder tempers GBP weakness

• $CAD +0.13%, specs -11.5k contracts now -90.2k; US-CA trade tumult, higher Fed policy view

• AUD$ -0.05%, specs -35.3k contracts now -98.6k; RBA highest yielding g7 economy no aid for bulls

IMM Position Table:


Majors w/IMM Performance Chart:

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