Yesterday
This US bank makes a bold call on the $A
The Australian dollar dropped below US64¢ last week, yet the investment giant says it’s time to offload the strong US dollar instead.
- Cecile Lefort
This Month
CBA warns $A to drop ‘materially’ in 2025
The threat of a renewed trade war under Donald Trump will keep the US dollar soaring into next year, wreaking havoc on the $A.
- Alex Gluyas
November
Trump trade war could smash Aussie dollar below US60¢
The Aussie hasn’t fallen below US60¢ – outside the pandemic – since 2003. But NAB has warned it “would not be surprised” to see that happen next year.
- Alex Gluyas
Interest rates on hold until 2026 not ‘inconceivable’
Expectations of inflationary tariffs from president-elect Donald Trump could result in no interest rate relief in Australia next year, warn analysts.
- Updated
- Cecile Lefort
October
- Opinion
- Opinion
Why the Aussie dollar can rebound above US70¢
Investors may want to consider increasing exposure to Australian dollar-denominated assets or reviewing hedging strategies that benefit from a stronger currency.
- Todd Hoare
$A will ‘struggle to punch higher’ as US election weighs on sentiment
The local currency has declined for four consecutive weeks as nervous investors pile into the greenback one week out from the US election that one national poll has Donald Trump ahead.
- Joanne Tran
- Opinion
- Inflation
Erratic Aussie dollar a factor in the RBA’s missed inflation targets
Over the past decade, the central bank’s policy choices have led to exchange rate levels that have made inflation challenges harder, not easier.
- Huw McKay
HESTA, ANZ pilot use of A$DC stablecoin for payday super
Bringing data and payments together promises efficiencies for super funds grappling with new laws that will more than double incoming contributions.
- James Eyers
Mark Carnegie pushes Circle’s USD Coin to Australia’s super funds
MHC Digital says USDC, which has a market cap of $50 billion, could be used by big institutional investors to bypass banks and save hundreds of millions of dollars.
- James Eyers
September
Bitcoin is going mainstream. Can Australia join the party?
Twenty-thousand crypto believers descended on Singapore this week – and the companies they represented may surprise you.
- James Eyers
RBA warms to its own digital currency – but only for other banks
The central bank says it could save billions of dollars by making transactions faster. But it has decided digital cash for the public is far riskier.
- James Eyers
August
Traders pile into $A, commodities ahead of Fed cuts
Investors have started targeting the US dollar, adding further momentum to its decline and sparking a rally across foreign-exchange and commodity markets.
- Alex Gluyas
Aussie dollar’s rebound brushes off China woes
The $A has staged a powerful recovery from the market rout to climb above US67¢ despite the collapse in iron ore prices. Strategists expect the rally to keep going.
- Alex Gluyas
July
Relief rally sweeps market after cool inflation tempers rate fears
Shares had the best day since 2022, the Aussie dollar fell, and bond yields tumbled after core inflation prompted traders to rapidly start pricing in a rate cut in Australia.
- Joshua Peach and Sarah Jones
ACCC wants banks to make foreign exchange calculators more accurate
The regulator has proposed changes to FX calculators to ensure banks subtract fees, so customers have genuine transparency.
- James Eyers
$A hit with longest stretch of losses in a year on China woes
The Australian dollar fell for a seventh session below US67¢ as concerns about China’s economy weigh on the currency and commodity prices.
- Joanne Tran
Why the Aussie dollar rally could just be getting started
It’s a good time for Australians to be heading overseas, with the currency’s surge to a six-month high likely to extend into the second half of this year.
- Alex Gluyas
Growing bets on Fed rate cuts boost $A to six-month high
Evidence of weaker US growth and a deteriorating job market bolstered conviction that the Fed will cut rates imminently, triggering a rally in commodities.
- Alex Gluyas
June
Yen’s free fall exposes the Fed’s grip on markets
The yen is plunging through milestone levels in rapid succession and likely won’t stop until the Federal Reserve finally pivots on rates.
- Carter Johnson and Anya Andrianova
Why now’s a good time to visit Europe (and it’s not the Olympics)
French political turmoil is good news for Australians heading to Europe with the dollar trading at its highest level against the euro in a year.
- Cecile Lefort
