According to Rabobank, net short positions on the Australian dollar (AUD) have risen for a second consecutive week, reaching levels not seen since December 2025. This increase highlights growing bearish sentiment among traders towards the AUD in recent sessions.
The sustained rise in net short exposure suggests that market participants are positioning for further weakness in the AUD relative to the dollar. Rabobank’s data underscores a notable shift in FX market dynamics surrounding the Australian currency.
For Japanese investors, who often engage in FX and carry trades involving the AUD and USD, this trend may signal increased volatility and potential opportunities amid changing global risk sentiment.