외환/환율
➡️ 중립
Commodity FX: Positioning shifts shape prospects – BNY
요약
BNY’s Geoff Yu highlights that IMM volume is concentrated in commodity currencies, with AUD, NZD and NOK leading recent adjustments. NOK and CAD are seeing outflows linked to Oil sensitivity and modest Norges Bank tightening expectations, while NZD and AUD have underperformed since May.