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Aussie dollar

January

Investors should brace for more hits and misses this reporting season, according to Maple-Brown Abbott.

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.

  • Alex Gluyas
Citi says investors should buy up the Australian dollar.

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.

  • Alex Gluyas
President-elect Donald Trump (left), will be inaugurated as the 47th US president on Tuesday morning (AEDT).

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.

  • Updated
  • Joshua Peach
Donald Trump’s ultra-loose fiscal policy has put a rocket under the US dollar.

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.

  • Anya Andrianova and Carter Johnson
The spike in bond yields is unlikely to keep RBA governor Michele Bullock from finally cutting interest rates this year.

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.

  • Cecile Lefort
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Good luck to anyone trying to tip where the Australian dollar goes next.

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.

  • Anthony Macdonald
Australian beef sales to the US surged last year.

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.

  • Cecile Lefort

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.

  • John Kehoe
The Future Fund has been strong on the idea that it is hard for active managers to beat the market.

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.

  • Christopher Joye

December 2024

Traders watch Fed chairman Jerome Powell’s press conference in Washington.

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.

  • Updated
  • Cecile Lefort
Andrew Boak at Goldman Sachs is tipping an Australian rate cut in February.

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
CBA slashed its forecasts for the Aussie dollar on Tuesday.

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 2024

Concerns about a US-China trade war have accelerated the Aussie dollar’s fall.

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
Christian Baylis says a rising US dollar under Donald Trump will make it more difficult for the RBA to cut interest rates.

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 2024

Several economic forces that once weighed on the AUD now seem to be shifting in its favour, potentially driving further strength.

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
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NAB’s Rodrigo Catrill says uncertainty with the outcome of next week’s US election has weighed on the local currency.

$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
The basic reason for AUD mispricing has been that relative interest rates in Australia were set too high, and too low.

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
ANZ and HESTA are exploring how stablecoin technology can streamline employer contributions under looming payday super laws.

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: “Circle is the obvious candidate to be the long-term winner in the regulated stablecoin space.”

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 2024

bitcoin

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

Original URL: https://www.afr.com/topic/australian-dollar-5un