FX Traders ‘Flying Blind’ After a Month Without Positioning Data

  • Latest weekly CFTC futures figures covered week ended Dec. 18
  • CIBC relying more on options pricing to gauge sentiment
Photographer: Scott Eells/Bloomberg
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As the partial U.S. government shutdown drags into its 33rd day, analysts are getting creative when it comes to gauging which way certain financial markets are leaning.

The last U.S. Commodity Futures Trading Commission positioning data covered the week through Dec. 18, meaning the most recent snapshot of currencies, commodities and financial contracts preceded last month’s Federal Reserve decision. The figures -- typically unveiled each Friday -- indicate whether speculators are potentially stretched and vulnerable to a reversal.