AUD/USD, AUD/NZD flows - Comments nudge market towards odds-on Nov RBA hike

October 21, 2026 8:08 AM UTC

RBA's Hauser comments nudge hike odds above 50-50, keeps AUD short covering

AUD/USD, AUD/NZD flows - modest sell fact extension out of RBA, CPI in focus

September 29, 2026 6:47 AM UTC

RBA hikes as expected remains ready to do as needed in terms of further tightening
Modest sell the fact for AUD, extending the pre-meeting tone
CPI data the next big focus and to remain the key data release going forward

Kiwi longs as a contrary indicator

September 14, 2026 11:15 AM UTC

Mkt turned long NZD in latest IMM week
That has tended to prove a contrary indicator rather than a bullish one more often than not
Descriptive stats show a skew towards downside kiwi corrections in the following window
May also be suggestive of wider current risk positioning in FX

AUD/NZD flows - RBA talking quite hawkish, cross extending major rally

September 8, 2026 10:23 AM UTC

RBA speaker quite hawkish on inflation, supporting hike expectations
Cross extends the major rally, chipping away towards major projection big picture

EUR/USD, USD/JPY, AUD/NZD - US PCE and Nvidia next up; Iran talks continue

August 26, 2026 7:03 AM UTC

Aussie the main mover after firmer CPI data
Dual track Iran talks continue, if still 'complicated'
PCE data the big focus of the day, followed by Nvidia 

EUR/USD, AUD/NZD flows: Waiting on MoU outcome; national CPI up next

May 29, 2026 6:38 AM UTC

Still in waiting mode for MoU outcome
AUD/NZD remains the signature move of the week
Focus this morning turns to national CPI data

AUD/NZD, NZD/USD flows: Kiwi remains pressured into RBNZ

May 26, 2026 4:07 PM UTC

Kiwi remains pressured into RBNZ
Even with expectations of a hawkish outlook shift, mkt already has decent amount priced in
Cross continues to trade medium-term trajectory on charts and on 90s parallel
Loaded positioning remains its main n/t risk factor

EUR/USD, AUD/NZD, GBP flows: Positioning shows little net dollar hedge, Aussie cross stretched (IMM)

May 11, 2026 9:03 AM UTC

Mixed positioning, but market shows little USD hedge overall, still risks being the pain trade? Natural AUD/NZD positioning stretched

USD, AUD, NZD, JPY, GBP flows: Risk positive moves overnight, JPY weak, GBP a focus today

November 26, 2025 8:22 AM UTC

NZD and AUD gain on RBNZ, higher Australian CPI and risk positive market tone. JPY weakness on the crosses looks overdone. GBP in focus ahead of UK Budget

JPY, NZD, EUR, SEK flows: JPY and NZD down sharply, EUR resilient

October 8, 2025 7:07 AM UTC

JPY extends weakness on weak wage data, NZD drops sharply on 50 bp RBNZ cut. EUR resilient despite likely erratically weak German production data 

AUD, JPY, EUR flows: AUD gains on CPI, JPY still weak

September 24, 2025 6:47 AM UTC

AUD/NZD at a post 2022 high, EUR/JPY approaching all time high from July 2024

NZD, AUD flows: NZD firmer after RBNZ, AUD has potential to follow

May 28, 2025 6:56 AM UTC

NZD gains as RBNZ sounds less dovish than expected after cut. AUD has potential to follow.

NZD, JPY, EUR flows: USD softer on RBNZ, lower US yields

November 27, 2024 7:52 AM UTC

NZD rallies on RBNZ. USD softer against JPY as yield spread correlation kicks in

AUD, EUR, JPY flows: Quiet day ahead, AUD looks undervalued

October 25, 2024 7:03 AM UTC

No major calendar events today. AUD weakness remains puzzling. USD/JPY likely approaching a top

USD, NOK, NZD, JPY flows: NOK softer, NZD firmer, focus on JPY and US CPI

April 10, 2024 6:48 AM UTC

NOK softer as CPI comes in weaker than expected. NZD firmer after RBNZ. USD/JPY still hovering close to 34 year highs ahead of US CPI data

USD, EUR, AUD, NZD flows: NZD decline leads USD rise

February 28, 2024 7:49 AM UTC

A lower NZD after the RBNZ left rates unchanged was followed by a generally firmer USD as equities softened