https://soundcloud.com/user-296808282/fx-and-your-busienss-1-march2021

In this episode Phin Ziebell, Associate Director of NAB Economics and Ray Attrill, Head of FX Strategy discuss:

• the sharply lower AUD move at the end of last week on the back of a sharp rise in bond yields globally and their impact on equities, the US dollar, commodities and risk sentiment.
• the impact of iron ore, copper, oil and LNG prices in the context of NAB’s AUD ‘Fair Value’ models.
• this Tuesday’s RBA meeting, in particular the RBA’s attitude towards higher bond yields here in Australia and their effect on the currency and their QE bond buying program and Yield Curve Control policy.
• the US labour market data at the end of the week.
• the outlook for the AUD.

Listen above now.

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