Group 1 - The dollar reached its strongest level in two months due to political risks abroad and a lack of US economic data [1] - The Bloomberg Dollar Spot Index remained flat after gains were erased by dovish comments from the Federal Reserve Bank of New York President John Williams, who supports further interest-rate cuts [2] - Demand for dollar-bullish structures has outpaced bearish ones, indicating a shift in market sentiment favoring the dollar [3] Group 2 - The US government shutdown has muted concerns about a softening labor market, reducing incentives for traders to sell the dollar [4] - Political risks in Japan and France have led to a repositioning in major currencies, with hedge funds closing short-dollar positions and showing interest in bullish exposure [5] - Hedge funds in Europe and Asia are increasing option trades, anticipating a weakening of currencies like the euro and yen against the dollar [6]