For the most recent data from the CFTC (see here for more ) ANZ findings, in brief:

  • Leveraged funds were net buyers of USD for the first time since mid-May
  • EUR saw the largest net selling in the week
  • NZD recorded the second biggest net selling as leveraged funds pared back their overall net long exposure to the kiwi
  • GBP also saw net selling
  • Meanwhile, net JPY shorts were cut for the fourth consecutive week
  • Funds' bullishness on AUD and CAD continues. Net long AUD positions rose for the tenth consecutive week ... Net long CAD positions rose
  • Funds' positioning in crude oil were trimmed for the second consecutive week
  • Net longs in gold rose for the sixth straight week
  • Net longs in 10yr USTs longs were cut following net buying in the previous week

Note ... ANZ look at the US Commodity Futures Trading Commission (CFTC) a little differently to elsewhere. How? .... check this out