The report highlights a significant surge in bullish USD sentiment to $27.8bn following market volatility and geopolitical concerns. Meanwhile, speculative positions in CAD and JPY remain heavily skewed toward the short side.
Key Takeaways
- 1.Aggregate USD long positions increased by $11.3bn w/w to $27.8bn, the highest level since early February 2025.
- 2.CAD and JPY are facing historically extended bearish bets, with CAD shorts nearing 2024 record levels.
- 3.EUR long positions were decimated, falling $5.1bn w/w to a near-neutral position of $2.0bn.
Table of Contents
- Bullish USD Bet Surges Into Early June
- CAD — NON-COMMERCIAL POSITIONING
- Global Foreign Exchange
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Authors
Shaun OsborneEric Theoret
Securities
USD
Themes
USD StrengthGeopolitical Risk
Regions
GlobalUnited StatesCanadaJapan