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Australian Dollar

In this report, we review our trade recommendations based on incoming data in the last month.

Riksbank Will Be Among The First To Cut Rates…
AUD Weakens On Removal Of RBA Hiking Bias…
Australia's Macro Environment Validates Long AUD Position…

In this <i>Insight</i>, we revisit our long AUD trades, after the upgrade from our attractiveness ranking last week.

Stay Long AUD/CAD Stay…

This week, we review our currency positions, based on the latest data from G10 economies.

In this week’s report, we release an update to our long-term REER valuation model and expected future returns for major currencies.

This week’s report explores factors behind the recent rise in the dollar, and whether this could continue in the next month.

In this Strategy Insight, we assess the monetary policy path for Australia and Canada in 2024 and we discuss how to profit from a growing divergence between the two economies.