Japanese Yen Outlook: Fiscal Policy Shifts, Interest Rate Differentials, and Geopolitical Surprises to Fuel Volatility

Yen volatility has been exacerbated over the past few weeks as geopolitical updates out of Japan have combined with fundamentals to see the currency move more than the other majors. On the fundamental side of things, data has come in largely with expectations, and the Bank of Japan has kept rates on hold as expected. It is geopolitical, or more accurately, […]
Australian Dollar Quarterly Outlook: Inflation, RBA Policy Shifts and Geopolitical Headwinds

Last Quarter Performance Over the most recent quarter, the AUDUSD has broadly traded in a relatively narrow range, with a bias to the topside, so buy on dips strategies have played out well for traders. While volatility has spiked around major data releases, broad USD sentiment and global risk trends have largely cushioned big directional moves. The AUD has seen strength on […]
Australian Dollar Outlook: Robust Inflation and Jobs Strength Shift RBA Rate Cut Expectations

The AUDUSD has traded largely in a range-bound manner for the last few months, with the dollar side of the equation and overall risk sentiment tending to dominate intra-day direction. However, a series of data updates out of the lucky country have pointed to more strength for the Aussie. This week’s CPI has again surprised […]
ATFX On Air: Nick Twidale’s Live Interview with ausbiz (27 November)

AUDUSD Outlook: Australia’s strong Q3 inflation, crushing the RBA’s rate cut hopes

The Aussie dollar has gained ground strongly against the greenback in the last couple of weeks as Fed rate cut expectations, improving global market sentiment, especially with regard to trade and strong local data have combined to propel that the currency just over 2.5% higher from its mid-October lows. Recent CPI data came in well […]
ATFX On Air: Nick Twidale’s Live Interview with ausbiz (30 October)

ATFX On Air: Nick Twidale’s Live Interview with ausbiz (3 October)

Japanese Yen Q4 Outlook: Fed Signals and Dollar Strength Continue to Dominate

USDJPY has spent much of the past month consolidating in a broad range, but shifting fundamentals mean the final quarter of the year could deliver fresh direction. Since topping out just below 151.00 in early August, the pair has largely tracked between 146.00 and 149.00, with only a brief break lower following last week’s Fed […]
ATFX On Air: Nick Twidale’s Live Interview with ausbiz (4 September)
USDJPY Volatility Returns: Fed Rate Cut Hopes Revived After NFP Shock

USDJPY has had a lively start to August with influences from both respective central banks, trade updates and some key data all causing the pair to make some sharp moves. On the geopolitical front, confirmation of a better-than-feared US tariff level led to some good relief rallies in the currency as well as across Japanese […]