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Australian dollar tenuously holds on following US-Iran strikes
The Australian dollar witnessed a choppy grind higher last week; renewed tariff uncertainty and AI/tech angst saw AUD/USD open the week softer, before hotter local CPI and comments from Gov. Bullock triggered a mid-week rally, with the pair closing above 0.7100 on Friday. Weekend headlines of the US carrying out a strike against Iran saw AUD/USD slip down to the mid 0.7000s on Monday's open, however the pair has since clawed its way back to around 0.7100. Geopolitics remains at the forefront this week, however there is plenty on the calendar too; RBA Gov. Bullock, Assistant Gov. Hunter and Deputy Gov. Hauser will speak - we also receive local Q4 GDP, US Feb non-farm payrolls and Fedspeak.
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What's Priced In
Monetary Policy Watch
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History says fade the safe haven rally. - A$ & NZ$ Rates Strategy
Our updated views on A$ and NZ$ Rates markets.
March 02 2026
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Westpac Strategy Antipodean Daily Wrap
No epic fury, as markets chillax.
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ABSolute Coverage - Securitisation & Covered Bond Weekly Update 2nd March 2026
An update on the Australian Securitisation and Covered Bond Markets. This edition includes pricing details on transactions from Bluestone, Liberty, ORDE & Athena; IOIs from RedZed & Mortgage House; new ratings have been assigned to an RMBS from BC Invest; and, new mandates have been released from Brighten, Latitude and Angle Auto Finance. Following a strong month of supply YTD securitisation issuance has ticked above AUD14bn—the busiest start to a calendar year on record.
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Q4 Business Indicators: Demand Firms, Margins Still Lag
Private non‑farm business inventories declined by 0.1% in the December quarter 2025. This outcome was a touch softer than Westpac Economics’ forecast of a flat result in Q4. Profits rose 5.8%qtr in Q4, rising in the mining (8.1%qtr) and non-mining (4.4%qtr: strongest quarterly rise outside of COVID since the December quarter 2016) sectors.
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Strategy Views on a Page
A summary of Westpac Strategy Group's key market views
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AUD Rates Morning Chartpacks - 2 March 2026
Morning ACGB, Semi, SSA relative value chartpacks.
March 02 2026
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Weekly Economic Commentary 2 March 2026
Analysis and forecasts of the economy and markets, along with previews of data for the week ahead.
20
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