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Neil Sethi @neilksethi on x 12.7K followers
Created: 2025-07-27 10:00:02 UTC
BoA on CTA FX positioning: Last week we noted that CTA $EUR/USD longs were at risk of being unwound should the $USD continue its rally. However, EUR rebounded this week leaving CTA triggers further away for the time being. Positioning is still stretched long in EUR as well as in $GBP and MXN.
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Related Topics british pound sterling united states dollar eurusd mexican peso $gbp euro $usd $eurusd