This Month
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.
May
Is it time to currency hedge your SMSF portfolio?
The recent downward pressure on the US dollar should cause Australian investors to review their currency position.
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.
Qantas CEO Vanessa Hudson sees more positive fuel, currency outlook
The chief executive says the airline may benefit from a higher Australian dollar and lower fuel costs as it comes into the new financial year.
April
Bullock was right about Australia’s shock absorber against US tariffs
Last week, the RBA governor said the exchange rate would be an important “buffer” in Trump’s trade war. It is what economists call it an “automatic stabiliser”.
March
Super’s global push is threatening the Aussie dollar
The country’s largest funds are investing about $5.4 billion overseas every three months, according to Deutsche Bank, potentially driving the Aussie dollar lower.
ASX holds near six-month low; Johns Lyng drops 12pc, energy rallies
ASX falls short of 8000; Citi gloomy on Macquarie earnings; insurers rebound after Alfred; John Lyng exits ASX 200; Star mulling new rescue bid; bitcoin drops.
Why a battered $A is a double-edged sword for ASX stocks
CSL, Accent Group, Kogan, Atlas Arteria and Qantas are feeling the impact of a depressed Australian dollar in their fortunes.
February
$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.
ASX slips, US tariff fears ease; WiseTech tumbles, Star leaps 13pc
Shares close lower; Aristocrat Leisure, Evolution Mining a ‘buy’; Citi tips gold rally; Mayne Pharma up 25pc; Star leaps, investors eye Brisbane casino.
January
The ASX stocks most exposed to a weak $A
The Aussie dollar’s decline is not yet factored into consensus ASX earnings forecasts, which will benefit some stocks and weigh on others this reporting season.
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.
ASX to rise as traders welcome Trump’s return. $A hangs in the balance
The local sharemarket is optimistic, despite concerns Trump’s first acts as president could spell trouble. Wall Street ruled off its best week since the US election.
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.
Bond turmoil won’t derail RBA’s rate cut plan
Despite bond yields spiking around the world, analysts say the Reserve Bank is still on track to cut interest rates this year.
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.
Why 2025 could be a bumper year for these Australian farmers
The agriculture sector may be in for a stellar 2025 but much still depends on the weather, Trump’s tariffs, and the war in Ukraine.
Winners and losers from the Aussie dollar’s near five-year low
There’s something strange going on with the currency. Expect expensive overseas trips, takeover activity, more foreign buyers in the real estate market and a federal budget boost.
The key questions for investing in 2025
The last time the US equity market realised two back-to-back years of returns in excess of 20 per cent, it promptly plunged 19 per cent.
December 2024
Shares, dollar slammed after Fed walks back rate cut plans
The Australian dollar tumbled to a two-year low and investors sold off stocks after US policymakers predicted just two rate cuts in 2025 – fewer than the market hoped for.