Thu thập các bản tin forex từ tứ phương

Thu thập các bản tin forex từ tứ phương

Thu thập các bản tin forex từ tứ phương
COT on 3-mth $ED futures in wk to Nov 11: Record-breaking volumes resulted in the fund net-short falling to just 800k lots, a 26-months low. The week covered a soft jobs report and the subsequent rally resulted in much of the 2019 rate hike premium being eroded. https://t.co/dQls0bIdGj
 
The speculative COMEX #gold position flipped to a net-long for the first time in five months. This after funds cut longs by 8k lots and shorts by 20k lots. In the two weeks to November 11 funds bought 62k lots, mostly above $1230/oz. S/t challenged on a break below https://t.co/WEjArhX52f
 
COT on #dau#oil in wk to Dec 11: Relentless selling extending into an 11th week albeit at a reduced pace. The combined spec net-long in Brent (+3.1 lots) and WTI (-8.6k lots) dropped to 256k lots, a three-year low. #OO-TT https://t.co/RnjY2ySlWq
 
The speculative COMEX #gold position flipped to a net-long for the first time in five months. This after funds cut longs by 8k lots and shorts by 20k lots. In the two weeks to December 11 funds bought 62k lots, mostly above $1230/oz. S/t challenged on a break below. https://t.co/M41pZFNBDO
 
COT on #commo-dities in wk to Dec 11: Hedge funds increased bullish bets for a second week with precious me-tals and grains being the main contributors while crude #oil and industrial #me-tals were sold. #OO-TT https://t.co/einxN45Y2N
 
This "stop" not "pause" pricing has implications for the Dollar. The 2-year 2-year forward rate differential of the Dollar vis-a-vis the G10 is below the spot 2-year differential, just another manifestation of "stop" not "pause." @AMKcm is making good points that are USD bullish. https://t.co/wIFLNxJtA2
 
Market pricing into next week's Fed meeting looks very dovish. While the Dec hike is close to fully priced (19 bps), less than one hike is priced for 2019 (only 40 bps cumulatively through Dec-2019) and cuts are priced for 2020. https://t.co/5gphlUCT7v
 
Fed pricing is pro-cyclical, meaning it varies with risk appetite and the equity market. But even adjusting for recent equity market declines (blue), a genuine shift in Fed pricing has happened (black). Where the Fed is trying to say "pause," the market has priced "stop." https://t.co/T5avE2rCwj
 

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