AUDUSD Australian Dollar / US Dollar Loading... : Bullish and Bearish Analyst Opinions
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06:15
Aug 31
Aug 31
Diversify from dollar into alternative assets.
Perceived erosion of U.S. institutional credibility and dollar debasement is pushing investors to diversify away from the dollar into gold, Bitcoin, emerging market debt and non-dollar currencies such as the Australian dollar, New Zealand dollar and euro.
MED
04:16
Aug 28
Aug 28
Rising rates and exports support the Aussie.
The Australian Dollar is on a path higher, supported by high and potentially rising interest rates from the RBA, a strong national balance sheet, and rising energy and metals prices.
HIGH
20:53
Aug 26
Aug 26
Short US dollar versus Australian dollar.
Rising US debt and Treasury market intervention may weaken the US dollar, especially against the Australian dollar, which is a high-yielding currency with much lower government debt levels.
HIGH
06:46
Aug 26
Aug 26
Rate hike expectations strengthen the Australian dollar.
Unlike other countries seeing falling yields, Australia is facing rising expectations for interest rate hikes in November or December, which is driving the Australian dollar to its strongest level in three months.
MED
10:09
Aug 20
Aug 20
Fiscal dominance will weaken the US dollar.
As the US dollar pays the price for fiscal dominance and Treasury interventions, good credit safe-haven currencies like the Swiss Franc and the Australian Dollar will perform well against it.
MED
06:34
Aug 13
Aug 13
Energy exporters outperform energy importers on oil.
The key differentiator in G10 FX has been the split between energy importing and energy exporting currencies. Energy exporters such as the US dollar and Australian dollar have been resilient, while the euro and sterling suffer a negative trade shock from high energy prices tied to Middle East conflict.
MED
16:36
Aug 04
Aug 04
Diversification benefits non-USD major currencies.
Although dollar dominance will endure for decades, a marginal deterioration is underway as authorities diversify away from the dollar, benefiting currencies like the euro, Australian dollar, Canadian dollar, Singapore dollar and Korean won.
MED
06:05
Jul 28
Jul 28
RBA has room to hike further.
The Reserve Bank of Australia still has room for at least one more rate hike because domestic price pressures persist, even without the energy disruption from the Strait of Hormuz. Underlying inflation in Australia remains uncomfortably high and justifies further tightening.
HIGH
04:38
Jul 22
Jul 22
Aussie bonds and AUD offer dual gains
Australian dollar bonds are attractive because they offer yields around 5% and the Australian dollar itself is in an appreciation trend. As long as AUD continues to strengthen, the total return from Aussie bonds becomes a compelling alternative to low-yielding deposits.
MED
03:47
Jul 20
Jul 20
The Australian dollar recovers to near 0.7000 against the US dollar as the greenback weakens.
The Australian dollar recovers to near 0.7000 against the US dollar as the greenback weakens, according to an FX price forecast.
02:29
Jul 13
Jul 13
The Australian dollar retreats further from its multi-week high but holds above the 0.6900.
The Australian dollar retreats further from its multi-week high but holds above the 0.6900 level according to an FX price forecast.
04:45
Jun 18
Jun 18
AUD/USD price forecast eyes the 0.7050 level on a weaker US dollar with the 100-day SMA holding.
AUD/USD price forecast eyes the 0.7050 level on a weaker US dollar with the 100-day SMA holding as key support for bulls.
00:28
Jun 03
Jun 03
Australian dollar could decline following first quarter GDP data according to a Wall Street.
Australian dollar could decline following first quarter GDP data according to a Wall Street Journal report.
12:42
Jun 02
Jun 02
AUD as commodity proxy for diversification.
The Australian dollar serves as a proxy for commodity markets and a way to improve risk diversification. It is up 7-8% year to date.
MED
00:52
Jun 01
Jun 01
The Wall Street Journal reports that the Australian Dollar is likely to face pullback risks.
The Wall Street Journal reports that the Australian Dollar is likely to face pullback risks against the U.S. Dollar.
08:31
May 15
May 15
Dollar long, commodity currencies short
The dollar is strengthening as a haven asset, supported by higher oil prices benefiting the US as a net producer, rising treasury yields, and growing expectations that the Fed will hike rather than cut rates. This is putting pressure on commodity currencies such as the Australian dollar and South African rand, which are declining as risk is taken off the table.
MED
22:35
Apr 20
Apr 20
Long US dollar, sell AUD and JPY.
The right trade is to be long US dollar because the current environment is a trade shock that benefits the US. Sell the Australian dollar (AUD) as a commodity currency hurt by the shock, and sell the Japanese yen (JPY) as Japan is not good in terms of trade shock and the BOJ is likely on hold. Also, the euro (EUR) and Korean won are vulnerable as the narrative of European equity outperformance is tired.
HIGH
21:00
Apr 20
Apr 20
Sell Aussie dollar as positioning is stretched.
The Australian dollar (AUD) is the best G10 currency to sell against the dollar. It has benefited from a strong local story with a hawkish RBA and good domestic data, but positioning is extremely stretched. The AUD tends to focus on global factors, and global factors like data surprises and data momentum are starting to turn lower, which should take the Aussie dollar down.
HIGH
17:17
Apr 16
Apr 16
AUD is crowded long; watch for failure to rally.
The Australian dollar is getting super crowded long as the market prices in expectations of rate hikes from the Reserve Bank of Australia. It acts as a risk asset. The setup is to wait for bullish news (like a rate hike) and see if the currency fails to rally on that news, which would be a market confirmation signal to initiate a short position as a better risk-reward way to get short risk assets than shorting the S&P or Nasdaq.
MED
04:27
Apr 08
Apr 08
Speaker observes "the Aussie dollar is now the best performing G10 currency" on the ceasefire news, linking it to "risk appetite." The Australian dollar is a high-beta, risk-sensitive, commodity-linked currency. A major de-escalation of geopolitical risk and a plunge in oil prices (which benefits oil-importing Australia) triggers a relief rally and short-covering in the AUD. Direction is LONG as the ceasefire catalyzes a classic risk-on move for which the AUD is a primary FX proxy. The risk rally reverses on negative headlines; domestic Australian data disappoints.
07:00
Mar 26
Mar 26
Victorino explicitly says she is "still very much bullish on the Aussie-Kiwi cross" due to divergence in central bank policies and net energy trade positions, with Australia as a net exporter and New Zealand as a net importer. The Iran war has driven oil prices above $90 per barrel, benefiting Australia's terms of trade while hurting New Zealand's, supporting AUD appreciation against NZD. Long AUD/NZD as a direct play on geopolitical energy shocks and fundamental macroeconomic divergences in the Asia-Pacific region. If the conflict ends abruptly and oil prices plummet, the energy trade advantage could diminish, reducing the divergence.
10:16
Mar 23
Mar 23
Juckes stated he "can't imagine wanting to own... a currency of a country that was not an oil producer" and singled out Australia as a fashionable currency with only "about 30 days worth of oil reserves." If the conflict and Strait of Hormuz closure persist for another 30+ days, net oil importers will face severe economic strain. The Australian Dollar is structurally vulnerable in a prolonged oil supply crisis and should be avoided. A swift de-escalation and reopening of the Strait of Hormuz.
09:54
Mar 20
Mar 20
This reports on a major fund's trade, positioning for continued Australian Dollar strength.
This reports on a major fund's trade, positioning for continued Australian Dollar strength against the British Pound based on diverging economic outlooks.
MED
05:12
Mar 17
Mar 17
The RBA's stated goal of reducing aggregate demand implies a continued hawkish monetary policy.
The RBA's stated goal of reducing aggregate demand implies a continued hawkish monetary policy stance, which is supportive of the Australian dollar.
HIGH
03:36
Mar 17
Mar 17
The RBA's official forward-looking assessment is that inflation will be more persistent than.
The RBA's official forward-looking assessment is that inflation will be more persistent than anticipated, implying a "higher for longer" policy stance which is bullish for the AUD.
MED
03:36
Mar 17
Mar 17
The RBA's 5-4 vote split in favor of a hike, despite the decision to hold.
The RBA's 5-4 vote split in favor of a hike, despite the decision to hold, reveals a clear hawkish majority on the board, signaling a high probability of a rate hike in the near future.
HIGH
03:31
Mar 17
Mar 17
The Reserve Bank of Australia raised interest rates by 25 basis points.
The Reserve Bank of Australia raised interest rates by 25 basis points, signaling a hawkish monetary policy stance that could pressure economic growth.
15:00
Mar 16
Mar 16
The market is underpricing the probability of an RBA rate hike.
The market is underpricing the probability of an RBA rate hike, which is supported by hawkish policymakers, rising inflation, and a tight labor market.
MED
23:58
Mar 11
Mar 11
The Reserve Bank of Australia is expected to hike rates due to inflationary pressures.
The Reserve Bank of Australia is expected to hike rates due to inflationary pressures, which is typically bullish for the country's currency.
HIGH
01:45
Mar 11
Mar 11
A consensus of major banks now expects a rate hike from the Reserve Bank of Australia next week.
A consensus of major banks now expects a rate hike from the Reserve Bank of Australia next week, signaling a more hawkish policy shift that could strengthen the Australian dollar.
MED
About AUDUSD Analyst Coverage
Buzzberg tracks AUDUSD (Australian Dollar / US Dollar) across 9 sources. 16 bullish vs 1 bearish calls from 24 analysts. Sentiment: predominantly bullish (33%). 46 total trade ideas tracked. Past 7 days: 2 bullish. Latest voices: Ruth Carson, Paul Dobson, Andrew Sheets.