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fxJun 24, 2026, 4:40 PM

BNY: Commodity FX Positioning Shifts as AUD, NZD, NOK Lead Adjustments

BNY's Geoff Yu notes that IMM volume is concentrated in commodity currencies, with AUD, NZD and NOK seeing recent positioning adjustments. NOK and CAD face outflows linked to oil sensitivity and tightening expectations, while NZD and AUD have underperformed.

AUDUSDNZDUSDUSDNOKUSDCAD

BNY's Geoff Yu highlights that IMM volume is heavily focused on commodity currencies, with the Australian dollar, New Zealand dollar, and Norwegian krone leading recent positioning shifts.

  • NOK and CAD are experiencing outflows tied to oil price sensitivity and modest tightening expectations from Norges Bank.
  • NZD and AUD have underperformed in the current environment.

The analysis suggests a rotation within commodity FX as market participants adjust to changing macro factors.

Source: FXStreet Forex News