China April y/y March Industrial output +6.7% and Retail sales +2.3% China April new house prices -0.6% m/m
May 16, 2024
AUD/USD flows: Mixed jobs report evaporize early gains
May 16, 2024 5:03 AM UTC
Australian April unemployment rate 4.1% vs. 3.9% expected
May 15, 2024
AUD/USD flows: Supported by report on China purchasing unsold homes
May 15, 2024 4:51 AM UTC
China's government is considering buying unsold homes to ease oversupply Australia Q1 Wage Price Index +0.8% q/q (expected +0.9%)
May 14, 2024
AUD/USD flows: Soft sentiment
May 14, 2024 5:07 AM UTC
Risk sentiment soft
May 13, 2024
AUD/USD flows: Soft regional sentiment
May 13, 2024 5:00 AM UTC
China to switch off real-time info on foreign flows in stocks today China plans to issue special ultra-long term treasury bonds to raise 1 trillion yuan China's April CPI +0.3% y/y vs. +0.1% expected
May 10, 2024
AUD/USD flows: Slips on U.S. EV sanction news
May 10, 2024 4:59 AM UTC
The US planning to impose tariffs on EVs from China after review
May 08, 2024
AUD/USD flows: Dragged by regional sentiment
May 8, 2024 5:17 AM UTC
Soft regional sentiment and strong USD
May 07, 2024
AUD/USD flows: RBA remain on hold
May 7, 2024 6:07 AM UTC
RBA leaves cash rate unchanged at 4.35%
AUD/USD flows: Soft Q1 Retail sales
May 7, 2024 4:04 AM UTC
Australian Q1 Retail sales lower than expected
May 06, 2024
AUD/USD flows: Proxy supported
May 6, 2024 4:19 AM UTC
Chinese PMI and Equities positive
May 03, 2024
USD flows: USD knocked lower by weaker US employment report
May 3, 2024 12:48 PM UTC
US emplyoment report only modestly weaker than expected, but weaker in all categories, JPY benefiting the most, but scope for USD losses elsewhere as well.
AUD/USD flows: Solid PMI
May 3, 2024 5:56 AM UTC
Australian service PMI solid in expansion at 53.6
May 02, 2024
AUD/USD flows: Benefiting from improving sentiment
May 2, 2024 5:52 AM UTC
Major equity indexes improves post FOMC
April 30, 2024
AUD/USD flows:
April 30, 2024 5:12 AM UTC
Australia March Retail Sales -0.4% m/m (expected +0.2%)
April 29, 2024
AUD/USD flows: Boosted by Chinese property Sector Relieves
April 29, 2024 4:09 AM UTC
Chengdu, in southwest China, has removed home-buying curbs
April 26, 2024
AUD/USD flows: Up a tad along positive sentiment
April 26, 2024 4:12 AM UTC
Australia Q1 PPI +4.3% y/y vs +4.1% prior
April 25, 2024
AUD/USD flows: Regional sentiment guiding the Aussie
PMIs awaited with mild downside bias for European currencies. AUD and CAD gains looks suspect given yield spread picture
AUD/USD flows: Sanctions concern drags sentiment
April 23, 2024 4:53 AM UTC
US drafting sanctions threaten to cut some Chinese banks off from global financial system Australia April preliminary PMI Manufacturing 49.9 (prior 47.3) and Services 54.2 (prior 54.4)
April 22, 2024
AUD/USD flows: Supported by sentiment
April 22, 2024 4:18 AM UTC
Risk sentiment broadly positive on lack of geopolitical escalation
April 19, 2024
AUD/USD flows: Equities in a see of Red, so as the Aussie
April 19, 2024 3:59 AM UTC
Equities in a sea of red globally on geopolitical fear
JPY weakness still being driven by declining risk premia, but some action needed from Japanese authorities soon if they are to avoid losing credibility.
April 16, 2024
AUD/USD flows: Dragged by sentiment
April 16, 2024 5:15 AM UTC
Risk sentiment broadly weak
April 15, 2024
AUD/USD flows: Industrial Metals Higher on U.S. and UK Sanction
April 15, 2024 4:55 AM UTC
US and UK ban deliveries of any Russian Aluminum and Nickel produced after midnight on Friday
April 11, 2024
AUD/USD flows: Inflation Expectation Stronger
April 11, 2024 5:14 AM UTC
Australian April consumer inflation expectations higher at 4.6% from 4.3%
April 09, 2024
AUD/USD flows: Strong metal and USD balance out
April 9, 2024 4:54 AM UTC
Australian Monthly Consumer Confidence -2.4% m/m
April 08, 2024
AUD/USD flows: Strong metal and USD balance out
April 8, 2024 4:37 AM UTC
Metals performing strongly But USD strong and sentiment mixed
April 05, 2024
AUD/USD flows: Dragged by geopolitical tension
April 5, 2024 4:33 AM UTC
Headline crossed the wire of potential escalation between Israel and Iran after scandal of Israel attacking aid personnel
April 04, 2024
CHF, AUD, JPY flows: CHF lower after CPI
April 4, 2024 6:59 AM UTC
Another big downside miss in Swiss CPI weighs on the CHF
AUD/USD flows: Strong PMI
April 4, 2024 6:16 AM UTC
Australian March Services PMI at 54.4
April 02, 2024
AUD/USD flows: RBA Mintues Show No Hike Discussion
April 2, 2024 5:04 AM UTC
RBA minutes show there was no discussion of hike Australian private inflation survey for March drops to 3.8% y/y (prior 4%) "National Team" seen selling USD/CNY
March 27, 2024
AUD/USD flows: Monthly CPI Stays Above 3%
March 27, 2024 5:29 AM UTC
Australian monthly CPI (February) 3.4% y/y vs. 3.5% expected
March 26, 2024
CHF, AUD flows: CHF soft, AUD has recovery scope
March 26, 2024 7:57 AM UTC
CHF increasingly the preferred funding currency. AUD has scope for recovery given extended short positioning
March 25, 2024
AUD/USD flows: Proxy Support
March 25, 2024 5:18 AM UTC
PBoC fixed onshore yuan rate strongest in almost a year "National Team" also seen buying
March 22, 2024
AUD/USD flows: Slammed by stronger USD and weaker sentiment
March 22, 2024 4:48 AM UTC
Regional sentiment tanks Yuan slips despite "National Team" stepping in
March 21, 2024
AUD flows: Jobs report rebounds
March 21, 2024 5:04 AM UTC
Australian February unemployment rate 3.7% (vs. 4.0% expected)
March 19, 2024
AUD flows: AUD softens as RBA loses bias to tighten
March 19, 2024 7:54 AM UTC
RBA statement shifts to balanced risks, pushing AUD yields and AUD/USD lower. Risk sub 0.65
AUD/USD flows: As expected with changes to forward guidance
March 19, 2024 5:04 AM UTC
RBA keep rates at 4.35% but updated forward guidance
March 18, 2024
AUD/USD flows: No fireworks
March 18, 2024 5:06 AM UTC
No fireworks expected for the RBA meeting
March 15, 2024
AUD/USD flows: Soft risk, soft Aussie
March 15, 2024 4:37 AM UTC
PBoC's strongest fix in almost a year couldn't support the Aussie
March 07, 2024
AUD/USD flows: Trade Data shows import grwoth slowing
March 7, 2024 5:47 AM UTC
Australian January exports +1.6% m/m (prior +1.8%) & Imports +1.3% (prior +4.8%)
March 06, 2024
GBP flows: Little scope for GBP impact from the UK Budget
March 6, 2024 12:48 PM UTC
Little scope for a significant net fiscal change, and the likely exit of the current government by next year suggests little GBP impact from the Budget.
JPY, EUR flows: JPY up on BoJ talk, EUR may gain support from German trade data
March 6, 2024 7:40 AM UTC
A Jiji press report that some BoJ members will support the case for an exit from NIRP in March has booisted the JPY in early trade. EUR may get some benefit from record German trade surplus.
AUD/USD flows: Q/Q GDP Misses
March 6, 2024 5:20 AM UTC
Australian Q4 2023 GDP +0.2% q/q vs. expected +0.3%, 1.5% y/y vs expected 1.4%.
March 05, 2024
JPY, AUD flows: AUD softer o/n, JPY has upside scope
March 5, 2024 7:56 AM UTC
AUD softens as regional equities slip, JPY unaffected by Tokyo CPI but yield sreads suggest upside scope
AUD/USD flows: Regional sentiment not impressed by NPC's "around 5% growth"
March 5, 2024 6:06 AM UTC
Reuters reported China will target around 5% 2024 GDP growth in their work report