CFTC data: hedge funds net long yen for first time since July 2025
Hedge funds turned net long yen for first time since July 2025 per CFTC data, ahead of rate hikes that later hurt the yen.
Major and emerging currency pairs, central bank policy, interest rate expectations and cross-border capital flows.
Hedge funds turned net long yen for first time since July 2025 per CFTC data, ahead of rate hikes that later hurt the yen.
Japan's market closures for the first three days of the week thin yen liquidity, reviving speculation that authorities might intervene. The yen fell over 2%…
Nikkei reports the Bank of Japan conducted an FX rate check, often a precursor to intervention. USD/JPY fell from 158.00 after the report.
The Bank of Japan's 25bp hike, marked by dissents and a less hawkish tone, prompted USD/JPY to swing, but key support and resistance at 156.66 and 158.04 now…
EUR/USD fell after the Fed's hawkish hold, with traders eyeing Trump's meeting with Gulf leaders and upcoming PMI data.
USDJPY jumps toward 158 after BOJ's 25bp hike, but the yen slips as Governor Ueda offers no clear signal for further hikes, while oil and stocks diverge.
BOJ rate hike to 1.25% fails to boost yen; USD/JPY climbs above 157 as split vote raises questions about future tightening.
The yen fell after the BoJ's expected rate hike, as dissenting votes tempered hawkish signals.
PBOC set its widest weak-side fixing deviation in six months after yuan hit 3.5-year high, signaling concern over pace of gains.
Yen falls as Japan inflation misses forecasts, while Aussie gains on RBA Governor Bullock's hawkish comments.
AUDUSD fell after FOMC but rebounded from the 100-day moving average and 50% retracement, aided by lower yields and higher commodities.
USDCAD broke above key resistance after the Fed. Buyers aim to hold 1.4000, while sellers look to defend that zone.
Dollar trades mixed as markets digest the Fed's 25bp hike and BOE's hold. Equities rebound, yields fall, oil dips toward $100.
Key FX option expiries for September 17 include EUR/USD at 1.1430, 1.1450, 1.1500 and USD/JPY at 156.00.
New Zealand Q2 GDP rose 2.6% y/y, above the 2.3% forecast, supporting the kiwi dollar.