This Month
How to navigate the rise of de-dollarisation
The greenback still dominates global trade and makes up the bulk of central bank reserves, but elsewhere the reliance on the US dollar is falling.
Iran turmoil reinstates US dollar’s haven appeal in blow to $A
Conflict in the Middle East reverses greenback weakness, as rising oil prices and escalation fears bolster demand for safe haven.
February
US bidders to brush off Australian dollar strength, says Ashurst
M&A co-head Neil Pathak is predicting US bidder appetite for resources and technology companies will outweigh currency headwinds in 2026
Glue Store to close as Accent shifts focus to rolling out Sport Direct
The company behind a string of shoe stores is shuttering the brand, which started in 1998, and will instead focus on its new sports business and on Lacoste.
Australian dollar to spike as investors pile into ‘carry trade’
The ‘carry trade’ has returned to Australia helping the $A to defying expectations with super funds now making money on their currency hedging.
ASX braces for shock as Trump imposes 15pc universal tariffs
Australian shares face a rocky Monday after the White House lifted levies, with markets fearing a fresh wave of volatility and a global trade war.
$A to hit the ‘mid-70s’ in US cents as RBA raises interest rates
The sudden surge has pushed the Australian dollar above US71¢ and that is tipped to carry on for the next few months, but the rally could rapidly unwind.
Top banks trial stablecoin loan deals, but a bigger threat is looming
NAB and Westpac were among the banks taking part in recent stablecoin capital markets transactions, under a program backed by the RBA.
Data and dollar show the RBA raised rates too soon
If the currency’s appreciation sticks, it will reduce inflation by early 2027 by a bit over one percentage point relative to where it would have been otherwise.
January
Macquarie’s balance sheet faces $1b hit as Australian dollar soars
The financial services and investment banking giant is among the most exposed on the ASX to the sharp appreciation of the local currency against the greenback.
Why the Aussie dollar’s surge will make super funds nervous
The Australian dollar is surging as the greenback hits a wall of worry. The speed of the moves is making investors sit up and take notice.
Trump shrugs off US dollar decline as $A surges 1pc
The extended weakness reflects investor caution amid unpredictable Washington policymaking, and multiplying longer-term risks including the Fed’s independence.
US dollar set for worst year since 2017 with Fed drama centre stage
With at least two rate reductions priced in for this year, the US’s policy path diverges from some of its developed peers, further dimming the dollar’s appeal.
December 2025
Fed-RBA rate divide spells good news for the $A
The Australian dollar hit a three-month high and is tipped to extend its gains as the diverging rate outlook between the US and Australia continues to widen.
Aussie dollar stuck in low gear despite RBA rate hike talk
The Australian dollar is defying strategists’ expectations and behaving more like a tired commuter than a currency ready to rally.
October 2025
ASIC clarifies which crypto products need to be licensed
Commissioner Alan Kirkland said the new guidance should provide clarity for companies seeking to innovate around digital assets.
September 2025
Ex-NAB bankers awarded Australia’s first stablecoin licence
ASIC has approved a stablecoin issuer – Macropod, backed by Mark Carnegie’s crypto firm – for the first time.
$A surges as investors pile in before Fed cuts rates
The Australian dollar hit a peak of $US66.68¢ before the US Federal Reserve’s first interest rate cut this year. Strategists tip there are more gains to come.
August 2025
Trump’s Fed pick puts the $A in the spotlight
Donald Trump is narrowing down his choice for the next Federal Reserve governor. His decision will have a huge impact on the local currency.
July 2025
‘Spectacular’ $A rally could extend on Trump-China deal
Early this month, CBA warned clients the Australian dollar could slump on US tariff plans. Just weeks later, it hit US66¢ for the first time since November.
