Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
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COT report in charts
Ole Hansen
Head of Commodity Strategy
Summary: Commitments of Traders for the week ending July 23.
* Comments and analysis will return in two weeks’ time *
The below tables highlight the changes in speculative positions held by funds that occurred in commodities, forex, bonds and stocks during the week to July 23. Please find the attached PDF’s for additional information and charts.
To download your copy of the Commitment of Traders: Commodity report, click here.
To download your copy of the Commitment of Traders: Forex report, click here.
To download your copy of the Commitment of Traders: Financials report, click here.
Commodities
IMM Currencies
Financials
The reasons why we focus primarily on the behavior of leveraged funds:
- They are likely to have tight stops and no underlying exposure that is being hedged
- This makes them most reactive to changes in fundamental or technical price developments
- It provides views about major trends but also helps to decipher when a reversal is looming
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Quarterly Outlook
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Quarterly Outlook
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Quarterly Outlook
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Quarterly Outlook
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