AUD

AUD: Australian pension funds rush to shield portfolios from Iran war currency shock

CommBank FX Barometer: Australian corporates hedging up to 86% of FX exposure amid Iran war uncertainty. Super funds plan to lift hedge ratios across all asset classes, with AUD forecast near US$0.71-0.72 at year-end.

20 hours ago

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20 hours ago

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Australian preliminary April PMIs jump back into expansion

Australia’s PMI rose to 50.1 in April from 46.6, signalling stabilisation. Services drove the rebound, but demand remains weak and cost pressures surged to the highest since 2022 amid rising fuel and shipping costs, pointing to a fragile outlook.

23 hours ago

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23 hours ago

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Australia’s growth pulse cools, Leading Index dips below trend

The shift below trend reinforces a softening growth backdrop but does not yet point to a downturn, keeping the RBA in a difficult position. Slower activity argues for caution, but persistent energy-driven inflation supports the case for maintaining a tightening bias.

22/04/2026 | 01:11 GMT

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22/04/2026 | 01:11 GMT

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Australia jobs resilience, unemployment rate steady, keeps RBA focused on inflation risks

Australia jobs steady in March, keeping RBA tightening bias intact ahead of war impact.

16/04/2026 | 01:55 GMT

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16/04/2026 | 01:55 GMT

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Australian March 2026 unemployment rate 4.3% (expected 4.3%, prior 4.3%)

Just the data in this post

16/04/2026 | 01:30 GMT

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16/04/2026 | 01:30 GMT

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Economic and event calendar in Asia 16 April 2026

Economic calendar in Asia Thursday, April 16. Australian jobs, China GDP & eco activity

Asian Economic Calendar: Key events and consensus expectations for 16 April 2026

15/04/2026 | 20:32 GMT

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15/04/2026 | 20:32 GMT

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Australian jobs data preview: Labour data to miss Iran impact, slowdown seen later

For markets, the preview reinforces a “lagged slowdown” narrative, where near-term resilience in labour data may mask a deteriorating underlying trend. This supports the case for the Reserve Bank of Australia to stay focused on inflation in the near term, even as growth risks build. The expected shift toward weaker hours worked rather than outright job losses suggests a gradual softening rather than a sharp downturn, but still points to rising slack in the economy into late 2026

14/04/2026 | 23:55 GMT

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14/04/2026 | 23:55 GMT

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Australia business confidence plunges to -29 as Iran war shock hits outlook

Strongly negative signal for forward activity, collapse in confidence points to slowing investment and hiring, reinforcing downside growth risks even as inflation pressures remain elevated.

14/04/2026 | 01:36 GMT

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14/04/2026 | 01:36 GMT

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RBA’s Hauser warns of stagflation risk as energy shock hits economy.

Reinforces hawkish RBA bias—energy-driven inflation pressures likely to outweigh growth concerns in the near term, supporting yields and AUD while limiting expectations for policy easing.

13/04/2026 | 22:41 GMT

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13/04/2026 | 22:41 GMT

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Newsquawk Week In Focus: US/Iran Talks, US Earnings Season, US PPI, and Chinese GDP

Next week's highlights include: US-Iran Talks (Sat), Hungarian Election (Sun), US Earnings Season, Chinese Balance Of Trade (Tue), US PPI (Tue), ECB Minutes (Thu), SNB Minutes (Thu), Australian Jobs (Thu), Chinese GDP (Thu), UK GDP (Thu), Iranian War Review, OPEC+ Review (Sun), US ISM Services PMI (Mon), Swedish Inflation (Tue), FOMC Minutes (Wed), RBNZ Policy Announcement (Wed), RBI Policy Announcement (Wed), US PCE (Feb) (Thu), BoK Policy Announcement (Fri), Chinese CPI (Fri), Norwegian Inflation (Fri), Canadian Jobs (Fri), US CPI (Fri). This also reviews events from the week just gone.

Newsquawk Analysis

12/04/2026 | 13:09 GMT

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Newsquawk Analysis

12/04/2026 | 13:09 GMT

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Australia seeks fuel security in Singapore as Hormuz disruption hits supply

The development underscores tightening refined product markets in Asia, supporting elevated diesel and fuel cracks. It also highlights structural vulnerabilities in energy-importing economies, reinforcing broader supply-chain fragility.

10/04/2026 | 03:05 GMT

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10/04/2026 | 03:05 GMT

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Commodities

Commodities

Australia to underwrite fuel imports via Ampol, Viva amid supply risks

Government intervention highlights real supply stress, reinforcing elevated energy risk premia. For markets, it underscores how geopolitical disruption is feeding into domestic policy, supporting oil prices and inflation expectations despite ceasefire headlines.

09/04/2026 | 02:41 GMT

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09/04/2026 | 02:41 GMT

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AUD seen capped near 0.7150 as Hormuz uncertainty clouds outlook: Westpac

AUD remains a for geopolitical risk, with upside capped until Hormuz flows normalise. Persistent uncertainty around shipping and oil keeps risk sentiment fragile, limiting gains despite ceasefire headlines.

09/04/2026 | 01:43 GMT

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09/04/2026 | 01:43 GMT

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Technical Analysis

AUDUSD Technicals: AUDUSD pinned between trend line above and MAs below

The 200 hour MA and then 100 hour MA stalled the falls today. The rebound higher found willing sellers near a topside trend line.

Greg Michalowski

07/04/2026 | 14:24 GMT

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Greg Michalowski

07/04/2026 | 14:24 GMT

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aud update iran war escalate 07 April 2026

Australia spending holds firm as inflation jumps and job ads fall

The data reinforce a stagflationary tilt, firm demand alongside rising inflation. This keeps the RBA in a tightening bias, supporting yields and the AUD near-term, but with downside risks if labour weakness broadens.

07/04/2026 | 02:03 GMT

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