CFTC Report: Positioning turns more defensive as Yen longs build

The week in one sentence: Yen positioning surged into a sizeable net long in the week to September 15, while Oil buying accompanied a sharp price increase. CAD shorts also retreated, but Gold exposure remained crowded despite a lower price.

Bitcoin pushes above $81K, faces liquidation test between $83K and $86K

Bitcoin (BTC) rose above $81,000 on Friday after climbing back above the True Market Mean, signaling that the market could potentially have moved back into a bullish regime.

Taiwan Dollar: Mildly hawkish CBC but flows drive – OCBC

OCBC strategist Christopher Wong highlights that Taiwan’s CBC kept its policy rate at 2% for a tenth straight quarter with a mildly hawkish tone, sharply raising 2026 growth and inflation forecasts while flagging sticky services inflation.

Taiwan Dollar: CBC holds rates but flags inflation risks – Commerzbank

Commerzbank’s Charlie Lay and Henry Hao report that Taiwan’s CBC kept its policy rate at 2.0% for a tenth straight meeting, signalling a patient stance.

South Korean Won: Foreign equity flows keep KRW heavy against US Dollar – OCBC

OCBC strategist Christopher Wong notes that the Korean Won remains under pressure as foreign selling of Korean equities persists and elevated US yields after the FOMC continue to weigh. Large-cap technology stocks are at the centre of outflows, though the broader KOSPI has held up.

Brazil bars stablecoins from eFX settlement leg under Resolution 561

Brazil's central bank bars stablecoins from the wholesale eFX settlement leg from 1 October 2026 under Resolution 561, while individual crypto transfers remain permitted.

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SEC clears onchain trading of tokenised US stocks under five-year exemption

The SEC's Innovation Exemption lets qualified venues trade tokenised NMS stocks onchain via permissioned AMM pools for five years.

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Gold Price Analysis: Pullback Accelerates Amid Fed Repricing, Retail Liquidation

Gold price analysis suggests the probability of further downside as the stronger dollar weighs on the precious metal. The new Fed Chair nomination has triggered a wave of deeper retracement in gold after a strong rally. Gold’s structural support remains intact as central banks still buy, while US-Iran tension also maintains a safe-haven demand. Gold...

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AUD/USD Forecast: RBA Decision vs Hawkish Fed Risks Cap Near-Term Upside

The AUD/USD forecast edges to the downside despite a hotter inflation print as the yields fell sharply, suggesting only a single RBA hike in the near term. Trump’s nomination of Kevin Warsh as the next Fed Chair lifts the US dollar, as markets view the decision as less dovish. COT positioning suggests reduced AUD longs,...

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EUR/USD Weekly Forecast: Bulls Fading from Multi-Year Top Ahead of ECB, NFP

The EUR/USD weekly forecast points to a corrective downside despite the pair ending the week with net gains, as the US dollar recovered slightly. Upbeat US PPI and the Fed’s hold in its recent meeting lent room to the falling dollar. The markets will closely watch the ECB rate decision and US employment data for...

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