Offsides Macro | Weekly Positioning Dashboard and Analysis will be out tomorrow night
Offsides Macro
· Offsides Macro
· June 21, 2026 at 21:52
· ⏱ 1 min read
| Read on Substack ↗
Summary
This is a placeholder announcement: the Weekly Positioning Dashboard is delayed due to a holiday and will be released tomorrow. The included headlines and Bloomberg snippet suggest continued geopolitical tension (US-Iran) and a bullish dollar bias from hedge funds after the Fed's hawkish decision, but no original analysis or actionable trade thesis is presented.
•Weekly positioning data is delayed by one day due to a holiday last week.
•Headlines indicate US-Iran talks in Switzerland alongside renewed Trump threats, while oil continues to flow through the Strait of Hormuz despite Iranian shutdown claims.
•A Bloomberg excerpt notes hedge funds and currency traders are loading up on options betting the dollar will extend gains after the Fed's hawkish policy decision.