• USD IMM net spec G10 long -$1.8bn to +38.6bn in Oct 21-27 reporting period; $IDX +0.56%

• Take today's data lightly, the dollar on higher oil and lower AI tech is lower in current period

• EUR$-1% in period; specs -9.4k contracts now -143.9k; French bond/fiscal tumult weighs

• $JPY -0.12%; specs +31.7k contracts now +101.6k; specs maintain JPY long on hawkish BoJ

• GBP$ -0.53%; specs +1k contracts now -79.4k; runup to UK budget kept bulls on sideline

• $CAD -0.05%; specs +8.3k contracts now -66.4k; BoC on more hawkish path than Fed

• AUD$ +0.27%; specs -1k contracts now -128.3k; despite less hawkish 2027 view, RBA has high rates

Majors w/IMM Performance Chart:


IMM Position Table:

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