AUD and NZD saw the most CTA inflows this past week while EUR, GBP and CHF remain resilient. CTAs have flipped to net long NOK and SEK vs USD; NOK positioning signals are now also net long vs EUR. THB and KRW are the favoured currencies in EM Asia within the CTA community; KRW positioning signals are at YTD highs. Flagging CTA trigger clusters in AUD, NZD, EUR, and HUF
- UBS Strategy
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