AUD/USD-Commentary

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November 21, 2025

GBP, AUD, JPY flows: GBP dips briefly on retail sales, risk negative tone
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November 21, 2025 7:45 AM UTC

GBP dips briefly on weaker retail sales. Mild risk negative tone perissts. PMIs awaited

AUD/USD flows: Regional sentiment sunk
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November 21, 2025 5:06 AM UTC

Regional equities sunk

November 20, 2025

USD flows: USD slightly softer after mixed employment report
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November 20, 2025 1:43 PM UTC

Employment report mixed despite stronger than expected rise in payrolls. Mild USD negative reaction seems unlikely to persist

AUD/USD flows: Rebounding along Risk Sentiment
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November 20, 2025 5:45 AM UTC

Risk sentiment broadly upbeat on Thursday

November 19, 2025

AUD/USD flows: Caught the risk off flow
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November 19, 2025 4:21 AM UTC

Australia Q3 Wage Price Index 0.8% q/q

November 18, 2025

JPY, AUD flows: JPY limited by verbal intervention, weak equities weigh on AUD
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November 18, 2025 8:15 AM UTC

JPY reverses early decline in increased verbal intervention, AUD under pressure as equities slide

AUD/USD flows: Sentiment Poor
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November 18, 2025 4:49 AM UTC

Broad risk sentiment poor

November 17, 2025

AUD/USD flows: Regional sentiment sour
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November 17, 2025 5:36 AM UTC

Regional sentiment sour

November 14, 2025

NZD/USD flows: RBNZ Will Ease mortgage loan-to-value restrictions
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November 14, 2025 5:54 AM UTC

RBNZ’s confirmation that it will ease mortgage loan-to-value restrictions 

November 13, 2025

AUD/USD flows: Sentiment Remain Choppy
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November 13, 2025 1:58 AM UTC

Australian Inflation Expectations 4.5%
Australian October unemployment rate 4.3%
U.S. House votes to reopen the government

November 12, 2025

AUD/USD flows: Sentiment Choppy
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November 12, 2025 5:25 AM UTC

RBA Deputy Governor Andrew Hauser said policy remains restrictive but under review
China to restrict U.S. military access with new rare-earth export system

November 11, 2025

NZD/USD flows: 1 yr RBNZ inflation expectations Slightly Higher
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November 11, 2025 5:32 AM UTC

1-year RBNZ inflation expectation 2.39%

November 10, 2025

AUD/USD flows: US Senate approved first vote to reopen government
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November 10, 2025 5:03 AM UTC

US Senate has approved the first vote needed to reopen government
China suspends special port fees on US ships for one year

November 07, 2025

AUD/USD flows: Risk sentiment still weak
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November 7, 2025 5:27 AM UTC

U.S. blocks Nvidia’s scaled-down AI chip sales to China

November 06, 2025

AUD/USD flows: Regional sentiment beats
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November 6, 2025 6:04 AM UTC

China reportedly made purchases of two cargoes of US wheat for December shipment

November 05, 2025

AUD/USD flows: Recover partial losses
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November 5, 2025 5:48 AM UTC

Sea of red in equities

November 04, 2025

AUD/USD flows: RBA holds as expected
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November 4, 2025 4:42 AM UTC

RBA holds rate at 3.6% as expected

AUD/USD flows: Lower before RBA
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November 4, 2025 1:40 AM UTC

RBA decision coming at noon

November 03, 2025

AUD/USD flows: Private Inflation Data Elevates
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November 3, 2025 5:18 AM UTC

Melbourne Institute monthly CPI 3.1% y/y

October 31, 2025

AUD/USD flows: Regional sentiment sour
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October 31, 2025 4:27 AM UTC

Regional sentiment is sour on Friday

October 30, 2025

AUD/USD flows: Trump-Xi going to meet
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October 30, 2025 3:16 AM UTC

Risk broadly upbeat on Trump-Xi meet

October 29, 2025

AUD/USD flows: Strong Q3 CPI
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October 29, 2025 1:25 AM UTC

Australian Q3 CPI (all groups) +3.2% y/y

October 28, 2025

AUD, CAD, NOK flows: Commodity currencies higher
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October 28, 2025 3:02 PM UTC

Commodity currencies all higher in North America morning trading

AUD/USD flows: Rangebound
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October 28, 2025 4:17 AM UTC

Rangebound for major currency pairs as market participants take a breather after Monday's rally

October 27, 2025

AUD, JPY, CHF flows: Risk positive tone, some JPY resilience
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October 27, 2025 7:43 AM UTC

Risk positive tone on talk of US/China deal, JPY gets some support from verbal intervention

AUD/USD flows: Risk upbeat
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October 27, 2025 4:47 AM UTC

Risk upbeat on potentially de-escalation between U.S.-China

October 24, 2025

USD flows: USD recovered after PMIs
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October 24, 2025 2:15 PM UTC

USD recovered post-CPI losses helped by strong PMI

USD flows: USD lower on CPI
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October 24, 2025 12:49 PM UTC

USD generally lower, AUD outperforming

October 23, 2025

AUD/USD flows: Risk undecided
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October 23, 2025 5:48 AM UTC

Regional sentiment is better than U.S. major equity indexes

October 21, 2025

AUD/USD flows: Regional sentiment strong
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October 21, 2025 4:54 AM UTC

Regional sentiment is better than U.S. major equity indexes

October 20, 2025

USD, JPY flows: Steady to mild risk positive tone
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October 20, 2025 6:45 AM UTC

Mildly more risk positive picture, but uncertainty remains. Likely Takaichi PM appointment offset by some BoJ hawkishness

NZD/USD flows: Q3 CPI Higher As Expected
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October 20, 2025 4:54 AM UTC

New Zealand Q3 CPI +1% q/q and +3% y/y 

October 17, 2025

USD, JPY, CHF flows: USD lower versus safe havens on risk negative trade
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October 17, 2025 7:01 AM UTC

US banking concerns trigger USD declines, especially against safe havens. JPY has scope for further gains.

AUD/USD flows: Sour sentiment
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October 17, 2025 2:26 AM UTC

The broad risk sentiment is sour on Friday

October 16, 2025

GBP, USD flows: Little impact from UK GDP, USD steady
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October 16, 2025 6:56 AM UTC

GBP marginally softer after August GDP comes in as expected. USD stable

AUD/USD flows: Labor market worsens
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October 16, 2025 3:32 AM UTC

Australian September unemployment rate 4.5%

October 15, 2025

AUD/USD flows: Risk sentiment positive
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October 15, 2025 4:38 AM UTC

RBA's Hunter: Inflation is likely to be stronger than forecast in Q3

October 14, 2025

USD flows: Little impact from NFIB, but...
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October 14, 2025 12:49 PM UTC

NFIB survey weaker, but price index higher

AUD/USD flows: RBA minutes signal patience
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October 14, 2025 5:26 AM UTC

RBA September minutes signal patience in coming rate cuts

October 13, 2025

USD, JPY, AUD flows: USD and riskier currencies weaker after Trump comments
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October 13, 2025 6:55 AM UTC

USD and riskier currencies weaker on Trump tariff threat to China, despite partial recovery in Asia

AUD/USD flows: Here comes the TACO train
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October 13, 2025 3:28 AM UTC

U.S. major equity indexes opened higher on TACO headline over the weekend

October 09, 2025

AUD/USD flows: More upbeat for regional equity than U.S.
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October 9, 2025 5:48 AM UTC

Regional equities outperform U.S. equities

October 07, 2025

AUD/USD flows: Regional equity beats
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October 7, 2025 4:52 AM UTC

Regional equities outperform U.S. equities

October 06, 2025

AUD/USD flows: Nikkei leads in equity
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October 6, 2025 5:55 AM UTC

Major currency pairs open in favor of USD

October 03, 2025

USD, JPY, EUR, AUD flows: JPY weaker, scope for some recovery in riskier currencies
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October 3, 2025 6:56 AM UTC

JPY weaker on Ueda comments, unemployment rise. Equities continue to gain

AUD/USD flows: Little changed
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October 3, 2025 4:47 AM UTC

Trump said he is considering $1,000–$2,000 stimulus checks for all taxpayers

October 02, 2025

AUD/USD flows: August Trade Misses
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October 2, 2025 2:29 AM UTC

Australian August trade balance +1825mn

October 01, 2025

AUD/USD flows: Dragged by confusing BHP Ban
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October 1, 2025 4:58 AM UTC

Conflicting reports on China banning iron ore purchase from BHP dragged the Aussie

September 30, 2025

AUD, JPY flows: AUD firm after RBA, JPY remains well bid on shutdown concerns
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September 30, 2025 6:49 AM UTC

AUD benefits from more neutral RBA stance. JPY still favoured on US government shutdown concerns

AUD/USD flows: Another round of tariff man
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September 30, 2025 6:09 AM UTC

Trump announced a new tariff on lumber and timber