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US dollar bearish bets inched up to $34.48 billion from $34.04 billion against the major currencies during the one week period, according to the report of the Commodity Futures Trading Commission (CFTC) covering data up to January 19 and released on January 22. The dollar sentiment was essentially unchanged with increase in bullish bets on euro almost balanced by decreases in Swiss franc, Canadian dollar and Japanese yen bullish bets as German economy shrank by 5% in 2020, slightly beating the -5.1% forecast. The increase in dollar bearish bets continued as President-elect Biden announced about $1.9 trillion new relief bill while the US Census Bureau reported retail sales declined 0.7% over month in December despite holiday shopping, after 1.4% drop in November, and 965 thousand Americans sought unemployment benefits over the prior week, up from 784 thousand the previous week.

The Alibaba online store stocks rallied after its founder Jack Ma returned to work. World prices for oil, metals and commodities remain high. This supports the quotes of some commodity currencies such as the Canadian dollar, the South African rand and the Mexican peso. The euro fell slightly before the regular ECB meeting.

US dollar bearish bets jumped to $34.04 billion from $30.58 billion against the major currencies during the one week period, according to the report of the Commodity Futures Trading Commission (CFTC) covering data up to January 12 and released on January 15. The deterioration in dollar sentiment was more intense with sharp increases in bullish bets on euro, Pound, Australian dollar and Swiss franc as the Eurostat reported euro-zone unemployment unexpectedly declined in November to 8.3% from 8.4% in October. The increase in dollar bearish bets accelerated after disappointing December jobs report, showing the first loss in US employment since April - the US Labor Department reported 140 thousand Americans lost jobs in December while US trade deficit rose to $68.1 billion in November from 63.1 billion in October, when an increase to 66.7 billion was expected. Dollar sentiment deteriorated despite accelerated expansion in economic activity in US in December - according to Institute for Supply Management report the ISM Services PMI rose to 57.2 from 52.7 instead of a decline to 54.5 as forecast.

US dollar net short bets edged up again to $30.58 billion from $30.41 billion against the major currencies during the one week period, according to the report of the Commodity Futures Trading Commission (CFTC) covering data up to January 5 and released on January 8. The deterioration in dollar sentiment continued as increases in bullish bets on Japanese yen, Australian dollar and euro were bigger than declines in bullish bets on Swiss franc, Pound and Canadian dollar. The increase in dollar bearish bests continued as US goods trade deficit rose to $84.8 billion in November from 80.4 billion in October, when an increase to 81.5 billion was expected, while the expansion in economic activity in US accelerated in December according to Institute for Supply Management report saying the ISM Manufacturing PMI rose to 60.7 from 57.5 in November instead of a decline to 56.6 as forecast.

The Australian dollar continued to strengthen amid strong Chinese demand for Australian goods and raw materials. This mainly concerns non-ferrous metals, coal and iron ore. Australia's Markit Services PMI rose more than expected in December. The South African rand fell in price due to the increase in the number of coronavirus cases in South Africa. A new, "British" strain 501.V2 has been discovered in this country. The US dollar index halted the decline, but the dollar itself still weakened over the week against some currencies.

US dollar net short bets increased again reaching $29.97 billion from $26.55 billion against the major currencies during the four-day period, according to the report of the Commodity Futures Trading Commission (CFTC) covering data up to December 21 and released on Monday December 28. The deterioration in dollar sentiment was reflected in increase in bullish bets on Canadian dollar, euro, yen , Swiss franc and Australian dollar as euro-zone private sector activity decline almost halted in December evidenced by the flash euro-zone composite PMI reading which came in at above expected 49.8 in December, up from 45.3 in November. The increase in dollar bearish bets resumed as the Federal Reserve emphasized 0% interest rates through 2023 and the US retail sales fell by a bigger-than-expected 1.1% over month in November. At the same time manufacturing sector expansion slowing in December was less pronounced than expected: the flash manufacturing PMI ticked down to 56.5 from 56.7 instead of 55.9 as forecast.

US dollar net short bets decreased to $26.55 billion from $29.03 billion against the major currencies during the one-week period, according to the report of the Commodity Futures Trading Commission (CFTC) covering data up to December 15 and released on Friday December 18. The improvement in dollar sentiment was reflected in decrease in bullish bets on euro, yen, Swiss franc and Pound as German trade surplus rose to below expected 18.2 billion euro in October after 17.6 billion in prior month, while the Tankan Large Manufacturers Index showed the sentiment among Japanese businesses still remained downcast in December. The decrease in dollar bearish bests followed the University of Michigan report the consumer sentiment index rose to above expected 81.4 for December from 76.9 in November. And the Federal Reserve reported US Industrial Production growth slowing to 0.4% over month in November after 0.9% increase in October was less than the 0.3% forecast.

US dollar bearish bets increased again - at more than double of last week’s pace, reaching $29.03 billion from $25.74 billion against the major currencies during the one-week period, according to the report of the Commodity Futures Trading Commission (CFTC) covering data up to December 8 and released on Friday December 11. The continued deterioration of dollar sentiment was reflected in increase in bullish bets on euro and Pound as German retail sales rebounded 2.6% over month in November when 1.3% growth was expected after factory orders rose 2.9% over month in October when 1.4% growth was expected. The increase in dollar bearish bests accelerated as US Bureau of Labor Statistics reported the US economy added the fewest workers in six months in November, with nonfarm payrolls increasing by 245,000 jobs last month after 610,000 new jobs were added in October. The unemployment rate, however, matched expectations by falling to 6.7% from 6.9%.

Oil quotes rose markedly, while natural gas prices fell due to the moderately warm weather in the United States. In addition, OPEC + decided to increase oil production from January 2021 by only 500 thousand barrels per day, and not 2 million, as previously expected. Thanks to this, oil and gas PCIs and oil companies' stocks became the top gainers. Currencies of oil-producing Russia and Canada were in demand on Forex. The South African rand rose amid high copper prices.

US dollar net short bets rose again reaching $25.74 billion from $24.31 billion against the major currencies during the one-week period, according to the report of the Commodity Futures Trading Commission (CFTC) covering data up to December 1 and released on Friday December 4. The continued deterioration of dollar sentiment was reflected in the increase in bullish bets on the Japanese yen, Pound and euro despite Destatis report German inflation came in at -0.3% over-year in November after -0.2% in October. Dollar bearish bets rose as President Trump said he would leave the White House if Electoral College votes for Joe Biden. The increase in dollar bearish bests continued as the US Labor Department reported 778 thousand Americans sought unemployment benefits over the last week, up from 748 thousand the previous week. And the expansion of the US economy slowed in November indicated by Chicago Purchasing Managers' Index slipping from 61.1 to 58.2 in November.

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