This Month
US dollar back as a safe haven? Not so fast
The greenback’s sudden resurgence may be more about oil prices and shifting global money than investors seeking safety from the escalating Middle East conflict.
Your super fund isn’t ready for the world’s biggest trade
The AUKUS review is more evidence Donald Trump is trying to rewire global trade and security. Big investors must rethink their US dollar exposure.
Why this $6.5 trillion investor is betting big on the $A
UBS believes the Australia dollar is one of the best ways to play the decline of US exceptionalism and the loss of faith in the world’s reserve currency.
US dollar slide threatens super fund returns
The rising Aussie against the greenback is forcing Australia’s biggest investors to increase protection of overseas assets.
Investors bet on bitcoin over gold in Trump’s trade war
A massive $87.3 million flowed into Australia bitcoin ETFs last month, almost 60 times what was spent on gold-backed funds.
Why the end of the US dollar’s reign is just a mirage
Investors are navigating a subtle but meaningful pivot: the US dollar remains king, but the court is no longer as unified or deferential as before.
May
US dollar extends 2025 losses on Trump’s latest tariff threats
The Bloomberg spot dollar index is approaching its lowest level since December 2023 as the US president revived concerns about global trade policy.
Bitcoin hits record $US111,000 amid ‘stupendous’ buying
Crypto exchanges are reporting huge volumes as investors start to see the original cryptocurrency as an alternative to gold amid growing concerns about America.
Investors ramp up crypto spree as bitcoin nears record high
Australians have been consistent buyers of bitcoin ETFs throughout this year in a move that is gaining momentum as traders eye $US200,000.
Why the end of an era for the US dollar means a portfolio rethink
The Mar-a-Lago Accord may be more than just a cheeky moniker; it could represent the next chapter in currency regime change.
April
Bitcoin emerges from bear market as traders eye $US125,000
The cryptocurrency is starting to trade more like gold rather than riskier assets such as stocks, enhancing its appeal in times of financial stress, analysts say.
Powell draws applause on independence at closed-door IMF meeting
The Fed chair told the meeting central banks must be shielded from politics to do their jobs.
March
Bitcoin relief rally at risk of ‘bull trap’ as uncertainty weighs
The world’s largest cryptocurrency climbed to a two-week high on Monday, but a lack of momentum and low volumes has some pundits concerned.
February
Investors take profits on two of last year’s hottest trades
The heavy sell-down in bitcoin has dragged the cryptocurrency into a bear market, and gold tumbled after hitting a record. Here’s why.
‘Meme coin mania is dead’: the rise and fall of the crypto fad
One month on from the launch of Donald Trump’s failed token, meme coin traders are facing a fresh scandal that could kill the hysteria once and for all.
$A set to soar if RBA holds fire on rates
The Australian dollar is already trading at a two-month high thanks to weak US data. What it does next will all come down to the central bank.
This bitcoin stock has soared 4000pc thanks to Trump
One hotelier’s pivot to stockpiling the cryptocurrency is delivering eye-watering returns for shareholders in Japan.
Trump’s trade war unleashes market chaos as shares, crypto sink
Investors have been wrong-footed by how quickly the US president has acted on his tariff threats, sending investors scrambling to deflect a hit to global growth.
January
Crypto’s richest man turns firm into family office
Changpeng “CZ” Zhao, out of prison and worth more than $110 billion, is turning the former venture capital arm of his Binance Holdings into a family office.
Ethereum gets a Wall Street sales boost after token lags bitcoin
Ethererum was once a serious contender to challenge bitcoin’s status, but it has struggled to keep up with the Trump-fuelled crypto rally.
Is it time for investors to pile back into the beaten-up $A?
Citi believes the US dollar is primed for a pullback given Donald Trump’s more measured approach to tariffs. That’s good news for the beaten-up Aussie dollar.
Trump blesses meme coins for second coming as his wealth soars by $90b
The launch of an official Donald Trump token this week has made some traders very wealthy. The rally was stalled only by Melania Trump – who announced her own.
Crypto hedge funds had a great 2024, but failed to beat bitcoin
Hedge fund gains were paltry when compared with the advance notched by bitcoin, which surged 120 per cent to above $US100,000 for the first time.
Wall Street sees US dollar rally widen as Trump enters stage
Analysts are expecting to see a further rally in the greenback, creating havoc for currencies around the world including the Australian dollar.
Falling dollar a new spanner in the works for RBA, business
In case rising bond yields, jumpy economic data and Donald Trump haven’t made the RBA’s job hard enough, there’s another factor at play.