- Entry
- $36.83
- Final
- $36.41 -1.1%
- Target
- —
- Score
- -0.11
# With market dumping, gold/commodities sliding, and broader risk-off vibes since early Feb, I've been scanning macro signals outside pure equities. Three things caught my eye this week that could signal bigger rotations – and they're interconnected via USD strength, Japan policy, and supply dynamics. 1. **Hedge funds flipping bullish on yen (even after hot payrolls)** Bloomberg/CFTC data show leveraged funds reversing shorts and ramping longs on JPY. USD/JPY rallied 3 straight sessions mid-week despite solid US jobs (unemployment down, …
— ORIGINAL POST ·
Hedge funds turning bullish on yen despite strong US data + Arabica coffee at 6-month lows... Macro shifts worth watching in this volatility
· r/investing
· Feb 14, 2026