AUD/USD-Commentary

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July 12, 2024

AUD/USD flows: Mixed sentiment
Paying Article

July 12, 2024 4:59 AM UTC

Risk sentiment is mixed 

July 11, 2024

USD flows: Weaker on CPI, more downside seen
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July 11, 2024 12:52 PM UTC

Weaker US CPI puts the USD at risk across the board. JPY has the most upside potential longer term, but AUD and GBP may be the best short term performers.

AUD/USD flows: Headline Trade Balance Misses but Details Better
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July 11, 2024 4:54 AM UTC

Australian Consumer Inflation Expectations 4.3%

July 08, 2024

EUR flows: EUR slightly softer after French election
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July 8, 2024 6:53 AM UTC

EUR a little softer, mainly versus CHF, after Left Alliance unexpectedly the largest party after the French election. But parliament still looks deadlocked as expected

July 04, 2024

AUD/USD flows: Headline Trade Balance Misses but Details Better
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July 4, 2024 2:44 AM UTC

Australia May Trade Balance AUD 5773m, expected 6678m while both export and import improves.

July 03, 2024

AUD/USD flows: Driven by higher retail sales
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July 3, 2024 4:52 AM UTC

Australia May Retail Sales +0.6% m/m, exp +0.2%

July 02, 2024

AUD/USD flows: Higher Inflation Expectation
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July 2, 2024 4:34 AM UTC

ANZ Inflation expectations rose to 5.2%

June 28, 2024

AUD/USD flows: Beaten by King Dollar
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June 28, 2024 4:59 AM UTC

Positive sentiment and proxy support could not help the Aussie

June 27, 2024

AUD/USD flows: Shrugged off negative sentiment and rode soft USD
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June 27, 2024 4:25 AM UTC

Risk sentiment generally negative 

June 26, 2024

AUD, JPY flows: AUD firm on CPI, JPY testing lows
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June 26, 2024 6:35 AM UTC

AUD has scope to test highs after CPI. JPY weak but bears should be wary

AUD/USD flows: Jumped on hot CPI
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June 26, 2024 4:33 AM UTC

Australia May Monthly CPI 4% y/y 

June 25, 2024

AUD/USD flows: Slightly positive sentiment
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June 25, 2024 5:02 AM UTC

U.S. equities tries to capture some lost grounds

June 24, 2024

AUD/USD flows: Soft sentiment
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June 24, 2024 4:27 AM UTC

Global sentiment soft 

June 18, 2024

EUR, JPY, AUD: Mild risk recovery continues
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June 18, 2024 6:48 AM UTC

EUR firmer but upside limited. AUD supported by hawkish RBA. JPY weakness extends but one way market looks unsustainable.

AUD/USD flows: RBA continue to hold
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June 18, 2024 5:11 AM UTC

RBA recognize persistent higher inflation

June 17, 2024

AUD/USD flows: Mixed Chinese data and soft sentiment
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June 17, 2024 4:41 AM UTC

China May Industrial output +5.6% y/y, +6.0% and Retail sales +3.7%, expected +3.0%
China May new home prices -0.7% m/m and -3.9% y/y
The PBoC has kept the 1-year MLF interest rate unchanged at 2.5%

June 14, 2024

AUD/USD flows: Soft regional sentiment
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June 14, 2024 5:07 AM UTC

Chinese and Hong Kong equities in the red

June 13, 2024

AUD/USD flows: Employment beats
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June 13, 2024 4:14 AM UTC

Australian May unemployment rate steady while headline and participation rate beats

June 12, 2024

USD flows: USD lower after weaker than expected April CPI
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June 12, 2024 12:53 PM UTC

US CPI 0.1% below consensus, USD has scope for extended decline

AUD/USD flows: Looking at the brightside of Chinese Inflation Report
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June 12, 2024 3:45 AM UTC

China May CPI +0.3% y/y, expected +0.4% and PPI -1.4% y/y, expected -1.5%
China may introduce additional measures to boost housing market in Third Plenary Sessions

June 11, 2024

AUD/USD flows: Depressed sentiment
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June 11, 2024 4:03 AM UTC

Chinese Builder Dexin Receives Liquidation Order From Hong Kong Court
Yuan reached yearly low and see National Team stepping in 

June 07, 2024

AUD/USD flows: Another round of proxy support
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June 7, 2024 4:38 AM UTC

Chinese export beats but import misses
China small and medium-sized banks have lowered their deposit rates

June 06, 2024

AUD/USD flows: Trade Surplus while export and import contract
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June 6, 2024 4:24 AM UTC

Australia May Trade balance AUD 6.548bn, expected AUD5.5bn 

June 05, 2024

AUD/USD flows: GDP Missed
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June 5, 2024 4:23 AM UTC

Australian Q1 2024 GDP +0.1% q/q

June 04, 2024

AUD/USD flows: Soft expectations of GDP
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June 4, 2024 5:41 AM UTC

Mixed sentiment drags Aussie

May 31, 2024

AUD/USD flows: Trump's Conviction Has not Bother Market So Far
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May 31, 2024 4:48 AM UTC

Donald Trump Convicted on falsifying business record 
Chinese Manufacturing back to contraction

May 29, 2024

AUD/USD flows: Higher Monthly CPI
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May 29, 2024 4:43 AM UTC

Australian April monthly CPI 3.6% y/y, expected 3.4% y/y
Shenzhen and Guangzhou, activated policies to support the property sector

May 28, 2024

AUD/USD flows: More support for Chinese property sector
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May 28, 2024 5:22 AM UTC

China's Shanghai has announced property sector support measures
Australian Retail Sales for April +0.1% m/m (expected +0.2%)

May 27, 2024

AUD/USD flows: Regional sentiment improves from more Chinese support
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May 27, 2024 5:35 AM UTC

China launched a US$47bn state-backed fund to boost the country's semiconductor industry

May 24, 2024

AUD/USD flows: Weak Regional sentiment
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May 24, 2024 4:42 AM UTC

Regional equities in Japan, Hong Kong and China are all in the red 

May 23, 2024

USD, JPY, AUD, EUR flows: USD firm, AUD and JPY soft
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May 23, 2024 7:10 AM UTC

USD firm after FOMC minutes. AUD suffering as China stocks ease. JPY pressures intervention levels

AUD/USD flows: Caution from Chinese Military Drills
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May 23, 2024 4:46 AM UTC

Chinese State Broadcaster says Chinese military drills are punishment for Taiwan
Australian May Consumer Inflation Expectations at 4.1% y/y

May 21, 2024

AUD, JPY, EUR flows: EUR steady, JPY and AUD weak
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May 21, 2024 7:05 AM UTC

AUD falls on regional equity dip. JPY apoproaching intervention levels

AUD/USD flows: Reversing early gains
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May 21, 2024 4:18 AM UTC

RBA minutes highlighted tightening remains on table 
Australian telecommunications giant Telstra slashing up to 9% of its workforce

May 20, 2024

AUD/USD flows: China's LPR Unchanged
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May 20, 2024 4:17 AM UTC

China’s LPR unchaged at 3.45% for 1yr and 3.95% for 5yr 

May 17, 2024

AUD/USD flows: Stronger dollar, weaker sentiment
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May 17, 2024 5:02 AM UTC

China April y/y March Industrial output +6.7% and Retail sales +2.3%
China April new house prices -0.6% m/m 

May 16, 2024

AUD/USD flows: Mixed jobs report evaporize early gains
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May 16, 2024 5:03 AM UTC

Australian April unemployment rate 4.1% vs. 3.9% expected

May 15, 2024

AUD/USD flows: Supported by report on China purchasing unsold homes
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May 15, 2024 4:51 AM UTC

China's government is considering buying unsold homes to ease oversupply
Australia Q1 Wage Price Index +0.8% q/q (expected +0.9%)

May 14, 2024

AUD/USD flows: Soft sentiment
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May 14, 2024 5:07 AM UTC

Risk sentiment soft

May 13, 2024

AUD/USD flows: Soft regional sentiment
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May 13, 2024 5:00 AM UTC

China to switch off real-time info on foreign flows in stocks today
China plans to issue special ultra-long term treasury bonds to raise 1 trillion yuan
China's April CPI +0.3% y/y vs. +0.1% expected

May 10, 2024

AUD/USD flows: Slips on U.S. EV sanction news
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May 10, 2024 4:59 AM UTC

The US planning to impose tariffs on EVs from China after review

May 08, 2024

AUD/USD flows: Dragged by regional sentiment
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May 8, 2024 5:17 AM UTC

Soft regional sentiment and strong USD

May 07, 2024

AUD/USD flows: RBA remain on hold
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May 7, 2024 6:07 AM UTC

RBA leaves cash rate unchanged at 4.35%

AUD/USD flows: Soft Q1 Retail sales
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May 7, 2024 4:04 AM UTC

Australian Q1 Retail sales lower than expected

May 06, 2024

AUD/USD flows: Proxy supported
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May 6, 2024 4:19 AM UTC

Chinese PMI and Equities positive

May 03, 2024

USD flows: USD knocked lower by weaker US employment report
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May 3, 2024 12:48 PM UTC

US emplyoment report only modestly weaker than expected, but weaker in all categories, JPY benefiting the most, but scope for USD losses elsewhere as well.

AUD/USD flows: Solid PMI
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May 3, 2024 5:56 AM UTC

Australian service PMI solid in expansion at 53.6

May 02, 2024

AUD/USD flows: Benefiting from improving sentiment
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May 2, 2024 5:52 AM UTC

Major equity indexes improves post FOMC

April 30, 2024

AUD/USD flows:
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April 30, 2024 5:12 AM UTC

Australia March Retail Sales -0.4% m/m (expected +0.2%)

April 29, 2024

AUD/USD flows: Boosted by Chinese property Sector Relieves
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April 29, 2024 4:09 AM UTC

Chengdu, in southwest China, has removed home-buying curbs