Forex futures market speculative positioning data from the CFTC Commitments of Traders report as of the close on Tuesday, Jan 7, 2014:
- EUR net long 14K vs long 31K prior
- JPY net short 129K vs short 135K prior
- GBP net long 18K vs long 23K prior
- AUD net short 57K vs short 57K prior
- CAD net short 61K vs short 58K prior
- CHF net long 5K vs long 11K prior
- Gold net long 39K vs long 32K prior
Total US dollar longs are at the most extreme since Sept 10, which goes part of the way to explaining the beating the US dollar has taken today.