The nomination of John Williams as the new Federal Reserve Chair has led to significant volatility in the U.S. dollar, marking the largest single-day rise since May last year. According to the U.S. Commodity Futures Trading Commission (CFTC), fund managers increased their bearish bets on the dollar by $8.3 billion for the week ending January 27, the largest increase since April 2025. Concurrently, hedge funds reduced their net long positions by $5.1 billion, the most substantial reduction since July 2024.
Despite the dollar's initial rebound, Michael Brown, a senior research strategist at Pepperstone Group, highlighted ongoing policy uncertainty as a reason for continued shorting of the dollar. During Asian trading hours on Monday, the dollar experienced notable volatility, initially rising before reversing course.
John Williams' Fed Nomination Triggers Dollar Volatility and Short Pressure
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