Continuum Economics

AUD/USD-Commentary

May 14, 2025

JPY, AUD flows: JPY and AUD firmer in quiet conditions

May 14, 2025 6:42 AM UTC

JPY reocvers some ground, AUD extends gains but hard to see major moves in quiet markets

AUD/USD flows: Wage Stronger than expected

May 14, 2025 3:28 AM UTC

Australian Q1 wage price index +0.9% q/q

May 13, 2025

AUD/USD flows: Proxy supported

May 13, 2025 4:44 AM UTC

People’s Bank of China set the daily USD/CNY reference rate below 7.2 for the first time since April 7

May 12, 2025

USD, JPY, EUR, AUD, CAD flows: Risk positive tone persists on hopes of US/China trade deal

May 12, 2025 6:59 AM UTC

Reports of progress in US/China trade talks trigger more risk positive moves in equities and FX.

AUD/USD flows: U.S. equity solid

May 12, 2025 4:36 AM UTC

U.S. equities outperform regional equities on upbeat mood

May 09, 2025

AUD/USD flows: Risk mood choppy

May 9, 2025 4:43 AM UTC

China weighs nationwide ban on home pre-sales to stabilise property market

May 08, 2025

AUD/USD flows: Risk mood positive

May 8, 2025 4:43 AM UTC

Risk mood is broadly positive on Thursday

May 07, 2025

AUD/USD flows: Regional equities strong

May 7, 2025 2:19 AM UTC

PBOC Governor Pan says world is full of uncertainties
People's Bank of China sets 7-day reverse repo rate at 1.4%

May 06, 2025

JPY, AUD flows: USD lower, JPY outperforming

May 6, 2025 6:47 AM UTC

JPY largely reversed the weakness seen late last week, but may now hold near current levels. AUD recovery could extend

AUD/USD flows: Regional equities strong

May 6, 2025 5:02 AM UTC

Regional sentiment is upbeat on Tuesday

May 05, 2025

AUD/USD flows: Risk soft

May 5, 2025 5:03 AM UTC

U.S. equities indexes on a soft note

May 02, 2025

AUD/USD flows: Sentiment Upbeat

May 2, 2025 2:04 AM UTC

China says the US has sought to begin trade talks and is thinking about it

May 01, 2025

AUD/USD flows: U.S. - Ukraine Signed the Mineral Deal

May 1, 2025 3:35 AM UTC

US Treasury announces agreement to establish US-Ukraine reconstruction investment fund

April 30, 2025

AUD/USD flows: Trimmed Mean Dropped through 3% y/y

April 30, 2025 3:30 AM UTC

Australian Q1 2025 headline inflation 2.4% y/y

April 28, 2025

AUD/USD flows: A softer start

April 28, 2025 2:24 AM UTC

Equities started the week on a soft note

April 25, 2025

AUD/USD flows: Risk upbeat

April 25, 2025 4:01 AM UTC

Risk asset upbeat on Friday
China said to weigh exempting some US goods from tariffs as costs rise

April 24, 2025

AUD/USD flows: Choppy reversal

April 24, 2025 4:08 AM UTC

Regional sentiment choppy

April 23, 2025

AUD/USD flows: Trump Rally

April 23, 2025 5:04 AM UTC

Risk asset broadly upbeat from Trump's remark

April 22, 2025

AUD flows: Choppy Sentiment

April 22, 2025 4:21 AM UTC

The broad sentiment remains choppy

April 17, 2025

AUD flows: AUD slips after employment data

April 17, 2025 6:43 AM UTC

Australian employment data disappoints, AUD retreats from key resistance area

AUD/USD flows: Labor Market Recovers

April 17, 2025 4:37 AM UTC

Australia March 2025 unemployment rate 4.1% & Employment Change +32.2K

April 16, 2025

AUD/USD flows: Sour Risk sentiment

April 16, 2025 3:49 AM UTC

Global risk sentiment sour with Chinese tough stance against tariff

April 15, 2025

AUD/USD flows: Risk sentiment improves

April 15, 2025 4:20 AM UTC

RBA minutes suggest May meeting an opportune time to consider reacting to potential risks

April 14, 2025

EUR, USD, JPY, CHF, AUD, NOK flows: USD remains under pressure, risk steadier for now

April 14, 2025 7:06 AM UTC

USD still under pressure, risk sentiment stabilising but danger of renewed weakness

AUD/USD flows: Risk sentiment improves

April 14, 2025 4:45 AM UTC

Trump’s tariff on Chinese smartphones, computers and other tech products reportedly exempted from the 145% tariff

April 11, 2025

AUD/USD flows: Sentiment tilts positive

April 11, 2025 5:11 AM UTC

Equities rebounded from session low

April 10, 2025

AUD/USD flows: Sentiment remains choppy

April 10, 2025 4:01 AM UTC

The risk sentiment remains choppy on Thursday
Melbourne Institute Inflation expectation 4.2%y/y

April 09, 2025

USD, AUD, JPY, CHF flows: USD and risky currencies being hit

April 9, 2025 1:42 PM UTC

USD and risky currencies under pressure versus JPY and CHF, but some stabilisation in risky currencies expected near current levels. USD may still have further to weaken

NZD/USD flows: RBNZ cut 25bps as expected

April 9, 2025 3:05 AM UTC

Reserve Bank of New Zealand cuts rate by 25bp to 3.75%

April 08, 2025

USD, EUR, JPY, AUD, NOK flows: JPY and AUD look good value

April 8, 2025 1:46 PM UTC

A mild risk reocvery is being seen, but whether it continues will depend on the news on tariffs. But there is value in JPY, AUD and NOK

USD, EUR, JPY, AUD, NOK flows: Mild risk recovery, but...

April 8, 2025 7:00 AM UTC

Equity markets recovering modestly but still value in JPY

AUD/USD flows: Will Hopium Last

April 8, 2025 4:19 AM UTC

Market hopes for any positive headline regarding tariffs

April 07, 2025

AUD/USD flows: Off Session Low, but Still Deep in the Red

April 7, 2025 3:09 AM UTC

Major equity indexes are off session low

April 04, 2025

AUD/USD flows: Equities stay in the red

April 4, 2025 3:36 AM UTC

Major equity indexes stay in the red

April 03, 2025

AUD/USD flows: Bloody Opening, Wounds closing for now

April 3, 2025 4:17 AM UTC

Bloody opening for global equities

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