IMM Commitment of Traders Reports - opinionated positioning in aussie-yen and France

IMM data largely confirms prior week's major features remain intact, overall dollar remains near the highs

AUD and NZD shorts maintain 2.5stdev+ extremes, aussie nudges new all-time peak

Mkt extends 'retro alt haven' JPY longs, now quite large by recent standards; CHF shorts still hang in there

Little net change for sterling, while euro shorts slightly extended 

MXN still highlights the recent sharp unseat of EM-carry, mkt keeping clear 

Implies a reasonably large amount of imbedded positioning/ spec-hedging for autumn volatility and risk-off type action, mainly expressed collectively via antipodean-yen crosses and France trades