25 April 2022 FX

FX Positioning and Sentiment: Hedge Funds Positioned for Further ZAR Weakness

By Bilal Hafeez and Ben Ford

(2 min read)

Subscribe to Macro Hive Professional to read this article

and enjoy exclusive professional features such as in-depth analysis, insightful op-eds, and more.

Already have Macro Hive Professional account? Log in

Your comments

Cancel reply

Please sign-up for a Macro Hive account then log in to leave your comments.

array(14) { [0]=> array(2) { ["select_cpt"]=> string(13) "bilals-points" ["cpt_image"]=> int(65990) } [1]=> array(2) { ["select_cpt"]=> string(15) "carolines-daily" ["cpt_image"]=> int(65991) } [2]=> array(2) { ["select_cpt"]=> string(20) "china-growth-tracker" ["cpt_image"]=> int(65992) } [3]=> array(2) { ["select_cpt"]=> string(19) "covid-19-macro-risk" ["cpt_image"]=> int(65993) } [4]=> array(2) { ["select_cpt"]=> string(12) "equity-flows" ["cpt_image"]=> int(65994) } [5]=> array(2) { ["select_cpt"]=> string(14) "flight-tracker" ["cpt_image"]=> int(65995) } [6]=> array(2) { ["select_cpt"]=> string(15) "fx_carry_report" ["cpt_image"]=> int(65996) } [7]=> array(2) { ["select_cpt"]=> string(18) "fx_position_report" ["cpt_image"]=> int(65997) } [8]=> array(2) { ["select_cpt"]=> string(13) "fx-valuations" ["cpt_image"]=> int(65998) } [9]=> array(2) { ["select_cpt"]=> string(19) "global-rates-weekly" ["cpt_image"]=> int(65999) } [10]=> array(2) { ["select_cpt"]=> string(17) "hive_intelligence" ["cpt_image"]=> int(66000) } [11]=> array(2) { ["select_cpt"]=> string(10) "key-events" ["cpt_image"]=> int(66001) } [12]=> array(2) { ["select_cpt"]=> string(20) "us-rates-correlation" ["cpt_image"]=> int(66002) } [13]=> array(2) { ["select_cpt"]=> string(20) "weekly-futures-model" ["cpt_image"]=> int(66003) } }

Cross-Market Positioning

Positioning and Sentiment Report: HFs Turn Neutral DXY and Reduce Fed Hiking Expectations

27 June 2022

Bilal Hafeez Ben Ford
array(14) { [0]=> array(2) { ["select_cpt"]=> string(13) "bilals-points" ["cpt_image"]=> int(65990) } [1]=> array(2) { ["select_cpt"]=> string(15) "carolines-daily" ["cpt_image"]=> int(65991) } [2]=> array(2) { ["select_cpt"]=> string(20) "china-growth-tracker" ["cpt_image"]=> int(65992) } [3]=> array(2) { ["select_cpt"]=> string(19) "covid-19-macro-risk" ["cpt_image"]=> int(65993) } [4]=> array(2) { ["select_cpt"]=> string(12) "equity-flows" ["cpt_image"]=> int(65994) } [5]=> array(2) { ["select_cpt"]=> string(14) "flight-tracker" ["cpt_image"]=> int(65995) } [6]=> array(2) { ["select_cpt"]=> string(15) "fx_carry_report" ["cpt_image"]=> int(65996) } [7]=> array(2) { ["select_cpt"]=> string(18) "fx_position_report" ["cpt_image"]=> int(65997) } [8]=> array(2) { ["select_cpt"]=> string(13) "fx-valuations" ["cpt_image"]=> int(65998) } [9]=> array(2) { ["select_cpt"]=> string(19) "global-rates-weekly" ["cpt_image"]=> int(65999) } [10]=> array(2) { ["select_cpt"]=> string(17) "hive_intelligence" ["cpt_image"]=> int(66000) } [11]=> array(2) { ["select_cpt"]=> string(10) "key-events" ["cpt_image"]=> int(66001) } [12]=> array(2) { ["select_cpt"]=> string(20) "us-rates-correlation" ["cpt_image"]=> int(66002) } [13]=> array(2) { ["select_cpt"]=> string(20) "weekly-futures-model" ["cpt_image"]=> int(66003) } }

Cross-Market Positioning

Positioning and Sentiment Report: Hedge Fund DXY Net-Shorts Collapsed

21 June 2022

Bilal Hafeez Ben Ford
array(14) { [0]=> array(2) { ["select_cpt"]=> string(13) "bilals-points" ["cpt_image"]=> int(65990) } [1]=> array(2) { ["select_cpt"]=> string(15) "carolines-daily" ["cpt_image"]=> int(65991) } [2]=> array(2) { ["select_cpt"]=> string(20) "china-growth-tracker" ["cpt_image"]=> int(65992) } [3]=> array(2) { ["select_cpt"]=> string(19) "covid-19-macro-risk" ["cpt_image"]=> int(65993) } [4]=> array(2) { ["select_cpt"]=> string(12) "equity-flows" ["cpt_image"]=> int(65994) } [5]=> array(2) { ["select_cpt"]=> string(14) "flight-tracker" ["cpt_image"]=> int(65995) } [6]=> array(2) { ["select_cpt"]=> string(15) "fx_carry_report" ["cpt_image"]=> int(65996) } [7]=> array(2) { ["select_cpt"]=> string(18) "fx_position_report" ["cpt_image"]=> int(65997) } [8]=> array(2) { ["select_cpt"]=> string(13) "fx-valuations" ["cpt_image"]=> int(65998) } [9]=> array(2) { ["select_cpt"]=> string(19) "global-rates-weekly" ["cpt_image"]=> int(65999) } [10]=> array(2) { ["select_cpt"]=> string(17) "hive_intelligence" ["cpt_image"]=> int(66000) } [11]=> array(2) { ["select_cpt"]=> string(10) "key-events" ["cpt_image"]=> int(66001) } [12]=> array(2) { ["select_cpt"]=> string(20) "us-rates-correlation" ["cpt_image"]=> int(66002) } [13]=> array(2) { ["select_cpt"]=> string(20) "weekly-futures-model" ["cpt_image"]=> int(66003) } }

Cross-Market Positioning

Positioning and Sentiment Report: JPY and S&P Positioning at Bearish Extremes

13 June 2022

Bilal Hafeez Ben Ford
array(14) { [0]=> array(2) { ["select_cpt"]=> string(13) "bilals-points" ["cpt_image"]=> int(65990) } [1]=> array(2) { ["select_cpt"]=> string(15) "carolines-daily" ["cpt_image"]=> int(65991) } [2]=> array(2) { ["select_cpt"]=> string(20) "china-growth-tracker" ["cpt_image"]=> int(65992) } [3]=> array(2) { ["select_cpt"]=> string(19) "covid-19-macro-risk" ["cpt_image"]=> int(65993) } [4]=> array(2) { ["select_cpt"]=> string(12) "equity-flows" ["cpt_image"]=> int(65994) } [5]=> array(2) { ["select_cpt"]=> string(14) "flight-tracker" ["cpt_image"]=> int(65995) } [6]=> array(2) { ["select_cpt"]=> string(15) "fx_carry_report" ["cpt_image"]=> int(65996) } [7]=> array(2) { ["select_cpt"]=> string(18) "fx_position_report" ["cpt_image"]=> int(65997) } [8]=> array(2) { ["select_cpt"]=> string(13) "fx-valuations" ["cpt_image"]=> int(65998) } [9]=> array(2) { ["select_cpt"]=> string(19) "global-rates-weekly" ["cpt_image"]=> int(65999) } [10]=> array(2) { ["select_cpt"]=> string(17) "hive_intelligence" ["cpt_image"]=> int(66000) } [11]=> array(2) { ["select_cpt"]=> string(10) "key-events" ["cpt_image"]=> int(66001) } [12]=> array(2) { ["select_cpt"]=> string(20) "us-rates-correlation" ["cpt_image"]=> int(66002) } [13]=> array(2) { ["select_cpt"]=> string(20) "weekly-futures-model" ["cpt_image"]=> int(66003) } }

Cross-Market Positioning

Positioning and Sentiment Report: Equity Survey-Sentiment Nears Neutral

06 June 2022

Bilal Hafeez Ben Ford