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Finance & Markets

Hedge funds swing to bullish yen positioning for first time since 2025

Hedge funds have shifted to a net bullish position on the yen for the first time since mid-2025, according to data from the US Commodity Futures Trading Commission (CFTC), marking a significant change in positioning, according to a report by Bloomberg.

We haven't written up this one. Hedgeweek has the full story — the link below goes straight to it.

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Affirm Bets on Where Borrowers Are Headed

Watch more: Monday Conversation With Affirm’s Libor Michalek Picture someone who had a bad year. A few bills went unpaid, and their credit score took the hit. Then things turned around. Every payment since has been on time. The score hasn’t caught up. Now picture someone whose trouble is just starting.

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