AUD/USD flows: DRC tightens copper exports

August 6, 2026 9:52 AM UTC

Copper's break higher picks up as DRC restrict raw exports
Marginally AUD supportive albeit a varied overall commodity mix price picture

AUD/USD flows: June Trade balance Beat

August 6, 2026 2:53 AM UTC

Australian June trade surplus AU$1.929bn

USD/JPY Flows - was vulnerable, getting hammered

July 30, 2026 2:16 PM UTC

Big slump looks like opportunistic action, short yen squeeze had been brewing
Nervy mood to extend into BoJ

AUD/USD flows: Middle East Tension Sets to Flare

July 30, 2026 5:38 AM UTC

Trump is weighing another two-week campaign of strikes against Iran

EUR/USD, AUD/USD, USD/JPY Flows: Kospi hammered

July 28, 2026 6:38 AM UTC

Kospi hammered, slumping another 10%, keeping tech weighed
FX not sure what to do with it, though AUD/USD rolled back from 0.7, could correct recent lift
And USD/JPY might in theory see some adjustment selling into mth-end, with Nikkei also underperforming

AUD/USD flows: RBA's Bullock Pouring Coldwater

July 28, 2026 3:42 AM UTC

RBA's Bullock: Key question is whether tightening already delivered enough

EUR/USD Flows - US CPI in focus after Fed Waller; Iran exchanges continue

July 14, 2026 6:44 AM UTC

Brent up at $85 now as oil market reluctantly responds to blockade, strikes in last few sessions
US CPI key, focus sharpened by Fed Waller's remarks

NZD/USD flows: Hawkish RBNZ Speakers

July 14, 2026 3:59 AM UTC

RBNZ chief economist Conway reaffirmed last week 25bp hike to 2.5% and said the bank will respond further if Middle East linked inflation pressures prove persistent.

USD/JPY Flows - GPIF window guidance could prove a notable shift

July 10, 2026 7:16 AM UTC

GPIF radical asset allocation overhauls in 2014 and 2020 were major events
Window guidance shifts could be significant especially if they ripple out more widely

AUD/USD flows: Cautious Friday

July 10, 2026 4:44 AM UTC

U.S. official said late Thursday that Washington remains committed to a resolution with Iran

EUR/USD Flows - ECB predetermined, Fed open minded? (Fed Williams, ECB Minutes)

July 9, 2026 2:21 PM UTC

ECB Minutes unsurprisingly hawkish given the decision and the presser, but do underscore the rigid view on the mmkt curve
Fed Williams meanwhile nods to upside risks, but mainly highlights 'collective reaction function' and open questions

EUR/USD, EUR/GBP Flows - Chilli yesterday, TACO today?

July 9, 2026 8:27 AM UTC

Familiar de-escalation comments follow yesterday's outburst and fresh exchanges. Mkt left waiting to hear from Iran
Fed Minutes highlight two scenarios and rate paths ahead. Iran and tech demand remain highly relevant
EUR/GBP meanwhile inching out the lows

USD Flows - Dangerous rhetoric loop?

July 8, 2026 2:55 PM UTC

Iran threat to close Strait adds to the ramp up
Danger that things get out of control in current rhetoric-action one-upping, even if result makes no sense

EUR/USD Flows - Trump shooting from hip at NATO, Iran MOU 'over' and Spain 'no trade'

July 8, 2026 8:32 AM UTC

Trump firing shots at NATO, aiming at Spain and Iran
MoU 'over' comments can spook oil and squeeze NOK (and CAD)

EUR/USD Flows - Mixed Le Pen outcome, France challenges regardless

July 7, 2026 1:01 PM UTC

Le Pen court ruling. Challenges for France in any case

EUR/USD, USD/JPY - Kospi lively; FX relatively subdued

July 7, 2026 6:41 AM UTC

Minor edge for the dollar and yen in limited range trade
Kospi has another lively session as pullback continues

EUR/USD, USD/JPY - US NM ISM solid as expected

July 6, 2026 2:25 PM UTC

US NM ISM broadly as expected, another solid report

AUD/USD flows: Market Chops

July 6, 2026 4:07 AM UTC

OPEC+ confirmed a fifth straight monthly output increase

EUR/USD, USD/JPY - looking quiet unless yen sees another flurry

July 3, 2026 6:42 AM UTC

Could be quiet into US holiday unless there is another flurry of squaring

AUD/USD flows: Risk Upbeat Heading into the Weekend

July 3, 2026 5:31 AM UTC

Market broadly upbeat after a miss in NFP