Foreign Exchange Outlook - April 2025
How quickly things change. At the start of the year, we upgraded our forecasts for the US dollar (USD) in the aftermath of the US presidential...
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Weekly CFTC Sentiment Report - USD Sentiment Weakens, JPY Bullish Mood Builds
After a couple of weeks of indecisive positioning, CFTC data for the week through April 8 showed a more obvious shift in Non-Commercial...
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FX Snapshot - Is the USD Losing Its Safe-Haven Status ?
An unusual aspect of the recent market volatility is that the USD has fallen in tandem with the sharp decline in US equities (and is today...
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Weekly CFTC Sentiment Report - Speculative Traders Edge Back to the USD
Speculative sentiment towards the USD improved in the week through April 1, the first positive shift in Non-Commercial (speculative) accounts’...
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Weekly CFTC Sentiment Report - Speculative Sentiment Shifts Against the USD
Sentiment and positioning data continue to suggest a meaningful shift in broader market thinking on the outlook for the USD.
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