Latest from Goldmans, they stay short NZDCAD (which we agree with) and they stay short USDJPY via options (which we don't agree with as of yet) to get short USDJPY we need more evidence that the BoJ is turning hawkish, or more evidence that the US is right into recession territory, both themes could still take some time to unfold so we don't see the timing to be right for shorting USDJPY yet, while we are potentially interested in shorting NZDCAD or AUDCAD rallies