Record Treasury Short Trimmed For Fourth Straight Week, Trump Weighs On Dollar Longs

Record Treasury Short Trimmed For Fourth Straight Week, Trump Weighs On Dollar Longs

As you're probably aware - and if you're not, you should make yourself aware - watching CFTC positioning data is a good way to monitor the market's evolving assessment of the reflation narrative. One of the big stories this year has been the record spec short in Treasurys. That position constituted a four-sigma event at one point last month, meaning it was well on its way to becoming black swan-ish. Indeed, if you looked at the gap between hedge fund long/short positioning in Treasurys and the
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