FX And Your Business 1 March 2021 - a podcast by NAB Foreign Exchange

Phin Ziebell and Ray Attrill discussed 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 are discussed in the context of NAB’s AUD ‘Fair Value’ models.
They discussed this Tuesday’s RBA meeting and the US labour market data at the end of the week, 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.
Ray and Phin finish with some comments on NAB’s FX forecasts for the AUD.

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