AUD/USD-Commentary

September 28, 2026

USD/CHF, EUR/GBP, AUD/USD - Counter specific issues to the fore

September 28, 2026 2:22 PM UTC

CHF remains pressured on its unicorn policy stance
EUR/GBP sold back after failed resistance test, mkt very short GBP
AUD eyes RBA, with a hike fully priced in and so attention on any forward guidance from here. A tricky balancing act ...

September 14, 2026

AUD/USD flows: Risk Sour

September 14, 2026 5:09 AM UTC

Risk sours on geopolitics

September 09, 2026

AUD/USD flows: Hauser Keeping Rate Hike Alive

September 9, 2026 5:50 AM UTC

RBA Deputy Governor Andrew Hauser told ABC on Tuesday evening that inflation remains the central bank's one big problem

September 08, 2026

AUD/USD flows: Risk Lack Direction

September 8, 2026 5:34 AM UTC

Major equity indexes are performing individually

September 07, 2026

AUD/USD flows: Regional Tech Sentiment Strong

September 7, 2026 2:45 AM UTC

KOSPI leading with 3% gains

September 04, 2026

AUD/USD flows: Risk Sentiment Broadly Upbeat

September 4, 2026 5:32 AM UTC

The broader risk sentiment is upbeat on Friday

September 03, 2026

AUD/USD flows: Trump to Announce War Over?

September 3, 2026 5:20 AM UTC

CNN report US military escorts 40 tankers with 18 million barrels through Hormuz on Tuesday

September 02, 2026

AUD/USD flows: Hardballing

September 2, 2026 2:26 AM UTC

US strikes Iranian tankers for first time under new deterrence policy

September 01, 2026

AUD/USD flows: No Easy Day for The Strait

September 1, 2026 5:21 AM UTC

Trump vow to hit Iran hard in response and reports of a Saudi VLCC halted after being struck by projectiles in the Strait of Hormuz

August 31, 2026

AUD/USD flows: U.S.-Iran back at it

August 31, 2026 4:47 AM UTC

Iran says US must bear full responsibility for consequences of escalation

August 28, 2026

AUD/USD flows: Risk undecided

August 28, 2026 5:26 AM UTC

Risk undecided

August 27, 2026

AUD/USD flows: Risk improves

August 27, 2026 4:14 AM UTC

Risk improves on Thursday

August 26, 2026

AUD/USD flows: Monthly CPI Beats

August 26, 2026 3:46 AM UTC

Australian July monthly CPI 3.5 % y/y

August 24, 2026

AUD/USD flows: Sentiment Soft

August 24, 2026 6:07 AM UTC

Broader risk sentiment soft

August 21, 2026

AUD/USD flows: Commodity Currencies Beat

August 21, 2026 2:52 AM UTC

Commodity Currencies Beat

August 19, 2026

AUD/USD flows: Regional Risk Sag

August 19, 2026 3:47 AM UTC

Korean Equities Take the Spotlight

August 18, 2026

AUD/USD flows: Risk Turning Sour

August 18, 2026 4:10 AM UTC

Risk Turning Sour

August 17, 2026

AUD/USD flows: USD Softer To Begin the Week

August 17, 2026 4:19 AM UTC

USD Soft Start

August 14, 2026

AUD/USD flows: Quiet Start

August 14, 2026 5:22 AM UTC

Quiet Start

August 13, 2026

AUD/USD flows: Regional Equities Upbeat

August 13, 2026 3:08 AM UTC

Regional equities outperforming U.S. peers

August 12, 2026

AUD/USD flows: Risk Still Undecided

August 12, 2026 4:24 AM UTC

Major equity indexes are performing individually

August 11, 2026

AUD/USD flows: RBA keep Rates Unchanged

August 11, 2026 5:32 AM UTC

RBA leaves cash rate unchanged at 4.35%

August 10, 2026

AUD/USD flows: Risk On the Soft End

August 10, 2026 5:14 AM UTC

Weekend news not positive for risk

August 07, 2026

AUD/USD flows: No Risk Bet Before Weekend

August 7, 2026 5:47 AM UTC

Risk undecided

August 06, 2026

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

August 05, 2026

AUD/USD flows: Wait and See

August 5, 2026 4:40 AM UTC

Iran reportedly says that Strait of Hormuz agreement with Oman will be delayed so long as US threats continue

August 04, 2026

AUD/USD flows: Strong household spending

August 4, 2026 3:54 AM UTC

Australia June household spending up 0.8%

July 31, 2026

USD/JPY Flows - BoJ Ueda underscores hawkish lean on upside inflation risks

July 31, 2026 7:09 AM UTC

BoJ's Ueda largely echoes, while underscoring more hawkish tilt

July 30, 2026

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

July 29, 2026

AUD/USD flows: Monthly CPI Misses

July 29, 2026 4:55 AM UTC

Australian CPI Lower than Estimate

July 28, 2026

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

July 27, 2026

AUD/USD flows: Risk Mood Upbeat

July 27, 2026 3:56 AM UTC

The U.S. and Iran Pause Exchanging Missiles

July 24, 2026

AUD/USD flows: Risk Turning Sour

July 24, 2026 5:23 AM UTC

Risk Turning Sour

July 23, 2026

AUD/USD flows: Very Strong Labor Report

July 23, 2026 2:59 AM UTC

Australian June Unemployment rate steady at 4.4%
But headline employment change is a huge beat

July 21, 2026

NZD/USD flows: Hot Q2 CPI, Not in RBNZ's Eyes

July 21, 2026 5:45 AM UTC

NZ Q2 Q2 jumps to 4.1%
But RBNZ's own inflation model see Q2 2026 at 2.7% y/y

July 20, 2026

AUD/USD flows: Middle East Stay Heated

July 20, 2026 4:21 AM UTC

Move waves of missile exchange between U.S. and Iran

July 17, 2026

AUD/USD flows: IRGC reaffirms that no oil and gas will pass

July 17, 2026 4:49 AM UTC

IRGC reaffirms that no oil and gas will pass through the Strait of Hormuz so long as US attacks continue

July 16, 2026

AUD/USD flows: Another One

July 16, 2026 1:40 AM UTC

U.S. completes new wave of strikes on Iran, hits Bandar Abbas

July 15, 2026

AUD/USD flows: Centcom said it completed an additional round of strikes against Iran

July 15, 2026 4:29 AM UTC

U.S. forces hit dozens of Iranian military sites near Strait of Hormuz

July 14, 2026

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.

July 13, 2026

AUD/USD flows: Exchange Fire continues

July 13, 2026 3:56 AM UTC

Iran extend strikes to Qatar and the UAE for the first time in months, plus Jordan, Kuwait and Oman

July 10, 2026

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

July 09, 2026

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

AUD/USD flows: Iran's Infrastructure Targeted

July 9, 2026 2:51 AM UTC

Missiles Flying