Continuum Economics

AUD/USD-Commentary

April 02, 2025

USD, JPY, EUR, AUD flows: Tariffs awaited, markets uncertain

April 2, 2025 6:41 AM UTC

From a big picture perspective US equities still look expensive and tariff increases suggest further downside for equities and USD/JPY. But in the short term the makret may perceive the risks to have been priced in by the 10% decline in the S&P from the highs, so there is a risk of a "buy on the new

AUD/USD flows: Risk undecided

April 2, 2025 5:12 AM UTC

The broad risk sentiment is undecided before actual tariff announcement

April 01, 2025

AUD/USD flows: RBA Kept Rates at 4.1%

April 1, 2025 3:46 AM UTC

RBA kept rates unchanged at 4.1%

March 31, 2025

AUD/USD flows: Tariff man shook the market

March 31, 2025 4:39 AM UTC

Australian March private inflation survey 2.8% y/y

March 28, 2025

AUD/USD flows: Sour risk sentiment

March 28, 2025 5:04 AM UTC

China president Xi says US-China relations should stay stable, healthy

March 27, 2025

AUD/USD flows: Choppy but off lows

March 27, 2025 4:54 AM UTC

China’s Vice Premier Ding Xuexiang says will implement more pro-active macro policies this year

March 26, 2025

AUD/USD flows: Monthly CPI Stays Within Target Range

March 26, 2025 2:59 AM UTC

Australian February monthly CPI 2.4% y/y

March 25, 2025

AUD/USD flows: Rangebound for now

March 25, 2025 2:08 AM UTC

Reports that China is considering multi billion services subsidies to boost economy

March 24, 2025

AUD/USD flows: U.S. equities upbeat

March 24, 2025 4:48 AM UTC

U.S. equities upbeat while regional sentiment balanced

March 21, 2025

AUD/USD flows: Regional sentiment soft

March 21, 2025 4:37 AM UTC

Trump tweet again for the Fed to lower rates

March 20, 2025

AUD/USD flows: Risk tilts south

March 20, 2025 2:24 AM UTC

Regional sentiment is tilted south
Australia Feb Employment Change -52.8K

March 19, 2025

AUD/USD flows: Risk steadies

March 19, 2025 5:02 AM UTC

The equity space is steady on Wednesday

March 18, 2025

JPY, AUD flows: JPY soft AUD strong as risk tone improves

March 18, 2025 7:55 AM UTC

USD/JPY correcting towards 150, AUD/USD threatening 0.64 resistance area

AUD/USD flows: Geopolitical tension back in the picture

March 18, 2025 3:59 AM UTC

The office of Israeli Prime Minister Benjamin Netanyahu confirming that "extensive strikes" had been launched on Gaza

March 17, 2025

USD flows: US data mixed, initial USD gains look unjustified

March 17, 2025 12:51 PM UTC

USD gain after the US data look hard to justify goven slowing retail sales trend and weak Empire survey

USD flows: USD mixed, focus on US data

March 17, 2025 7:49 AM UTC

Commodity currencies storng but USD makes gains against the JPY overnight. US retail sales and Empire Manufacturing survey in focus

AUD/USD flows: Regional equity upbeat

March 17, 2025 4:04 AM UTC

Shanghai Securities News says China should choose the right timing and force in easing monetary policy
Zhejiang trade-in subsidy program offering up to 15,000 RMB for new electric vehicle (EV) purchases and 13,000 RMB for gasoline-powered cars
Shenzen announced eased housing finance rules

March 14, 2025

AUD/USD flows: New High for Shanghai Composite

March 14, 2025 3:50 AM UTC

Shanghai Composite reached new yearly high

March 13, 2025

AUD/USD flows: Stays Sour

March 13, 2025 4:31 AM UTC

Reprieve in equities did not last

March 12, 2025

AUD/USD flows: Calmer Sentiment

March 12, 2025 4:43 AM UTC

Sentiment calmer on Wednesday
Trump's steel and aluminum tariffs take effect

March 11, 2025

AUD/USD flows: Poor risk atmosphere

March 11, 2025 3:35 AM UTC

Risk atmosphere remains poor

March 10, 2025

AUD/USD flows: Soft Regional Sentiment

March 10, 2025 3:45 AM UTC

Regional sentiment is soft on Monday

March 07, 2025

AUD/USD flows: Regional sentiment sour

March 7, 2025 2:00 AM UTC

Regional sentiment sour on Friday

March 06, 2025

AUD/USD flows: It has begun, but...

March 6, 2025 2:03 AM UTC

The Trade War has officially begun

March 05, 2025

AUD/USD flows: Risk continue to chops around

March 5, 2025 2:19 AM UTC

China has suspended soybean import licenses for three US firms and halted US log imports
Australian Q4 2024 GDP +0.6% q/q

March 04, 2025

AUD/USD flows: Risk Stays Sour

March 4, 2025 4:15 AM UTC

Risk stays sour as U.S. tariff looks set to be imposed

March 03, 2025

AUD/USD flows: Risk choppy

March 3, 2025 4:19 AM UTC

China says its studying countermeasures in response to Trump's March 4 tariffs
Australian Manufacturing PMI February Final 50.4

February 28, 2025

AUD/USD flows: Risk continue to get sagged

February 28, 2025 4:11 AM UTC

The risk asset continue to get sagged

February 27, 2025

AUD/USD flows: Sentiment Sour

February 27, 2025 4:23 AM UTC

The broad risk sentiment is sour

February 26, 2025

AUD/USD flows: Monthly CPI Stays Below 3%

February 26, 2025 1:16 AM UTC

Australian January monthly CPI 2.5% y/y

February 25, 2025

USD, EUR, JPY flows: USD soft on lower US yields

February 25, 2025 2:17 PM UTC

Lower US yields are driving the USD lower, as expectations of tax cuts and government spending are being revised down, while there are also uncertainties around tariffs and QT.

CAD, AUD, JPY flows: Tariffs the focus

February 25, 2025 7:52 AM UTC

Trump's indication that tariffs on Canada and Mexico would be introduced as planned on March 4 undermines risk sentiment with CAD vulnerable and JPY favoured

AUD/USD flows: Regional Sentiment Recovers

February 25, 2025 4:42 AM UTC

Regional sentiment sharply lower in the opening hours but recovers gradually

February 21, 2025

AUD/USD flows: Solid Regional Sentiment

February 21, 2025 5:02 AM UTC

Regional sentiment is positive on the last trading day of the week

February 20, 2025

AUD/USD flows: Solid Labor Market

February 20, 2025 1:49 AM UTC

Australia January 2025 unemployment rate 4.1%

February 18, 2025

AUD/USD flows: Front running RBA

February 18, 2025 1:53 AM UTC

Market participants pricing in a RBA cut

February 17, 2025

USD, JPY, AUD flows: USD soft on positive risk sentiment and strong Japanese data

February 17, 2025 7:42 AM UTC

Rising equities and storng Japanese GDP keeping the USD on the back foot

AUD/USD flows: Positive Start for the week

February 17, 2025 4:20 AM UTC

The risk space is having a positive start for the week

February 14, 2025

USD, JPY, AUD flows: USD under pressure

February 14, 2025 7:46 AM UTC

USD weaker after Trump tariff announcement

AUD/USD flows: Sentiment broadly positive

February 14, 2025 3:44 AM UTC

Risk sentiment is broadly positive on Friday

February 13, 2025

AUD/USD flows: Improving Sentiment

February 13, 2025 3:58 AM UTC

Risk sentiment improves

February 12, 2025

AUD/USD flows: Sentiment Soft

February 12, 2025 3:53 AM UTC

Trump says "we'll see" when asked if reciprocal tariffs are coming Wednesday

February 11, 2025

AUD/USD flows: Sentiment Soft

February 11, 2025 3:10 AM UTC

White House says 25% steel tariffs will apply to all countries
Australia February Consumer Sentiment +0.1%

February 10, 2025

AUD/USD flows: Sentiment rebounds

February 10, 2025 4:45 AM UTC

25% Universal Tariff on Steel and Aluminum Scared the market initially

February 07, 2025

USD, EUR, JPY, AUD, GBP flows: Awaiting US jobs data

February 7, 2025 7:27 AM UTC

German production and trade data has little impact. JPY stays firm, AUD supported by better risk tone

AUD/USD flows: Regional sentiment positive

February 7, 2025 4:30 AM UTC

Chinese and Hong Kong Equities Solid

February 06, 2025

AUD/USD flows: A calmer start

February 6, 2025 1:03 AM UTC

Softer Trade Balance

February 05, 2025

AUD/USD flows: Sea of Red

February 5, 2025 3:29 AM UTC

Major equity indexes are in the red

February 04, 2025

AUD/USD flows: Regional sentiment fares better

February 4, 2025 4:12 AM UTC

Regional sentiment fares better than U.S. equity space

February 03, 2025

AUD/USD flows: Everyone Takes a Beating from the Greenback

February 3, 2025 1:43 AM UTC

USD trumps