KVB官网：商品期货交易委员会(CFTC)仓位报告，美元看跌押注加速

Group 1: Forex Market Overview - The forex market is experiencing unpredictable volatility, with traders closely monitoring ongoing debates about the independence of the Federal Reserve and speculation about potential interest rate cuts by the Fed before the end of the year [1] - Speculators have increased their net short positions in the US dollar (USD) to approximately 61,000 contracts, marking a two-week high, while open interest has risen to nearly 315,000 contracts, the highest in four weeks [1] Group 2: Euro and Yen Positions - Speculative net long positions in the euro (EUR) have risen to a four-week high, slightly above 123,000 contracts, while non-commercial traders have increased their bearish positions, bringing their short positions close to 173,200 contracts [4] - Non-commercial traders have increased their net long positions in the Japanese yen (JPY) to nearly 84,500 contracts, the highest in four weeks, while institutional net short positions have climbed to approximately 90,100 contracts, the highest since late July [4] Group 3: British Pound and Australian Dollar - Speculators have increased their net short positions in the British pound (GBP) to a two-week high of about 31,300 contracts, with open interest rising for the third consecutive week to nearly 220,000 contracts, the first increase since early June [4] - The net short positions in the Australian dollar (AUD) have risen to the lowest level since April 2024, approximately 100,600 contracts, with open interest increasing for the fourth consecutive week to nearly 191,200 contracts [5] Group 4: Gold Market - Non-commercial net long positions in gold have rebounded to a two-week high of approximately 214,300 contracts, with open interest also showing a significant rebound, reaching about 443,800 contracts [5] - Gold prices are regaining strong upward momentum, challenging the $3,400 per ounce mark in the coming weeks [5]