RBA preview: 25bp hike to 4.60% widely expected as sticky inflation lingers
With the hike all but priced, the Australian dollar reaction is likely to turn on the tone of the statement rather than the decision itself. ING expects a hawkish hike to support AUD, though it flags a test below 0.70 against the US dollar as the near-term risk with the greenback
AUD/USD — All Desk Targets
| Firm | Stance | YE 2026 |
|---|---|---|
Citi | Bearish | 0.6700 |
Crédit Agricole | Bullish | 0.7300 |
J.P. Morgan | Bullish | 0.6800 |
All 22 desk targets for AUD/USD
Desk synthesis pending
We’re writing the institutional analysis for this note — multi-section body, firm-by-firm alignment chips, key takeaways, market implications, risks. The synthesizer processes the queue hourly, with priority by citation density.
In the meantime, the most useful reads are the related coverage below — it reaches the same substance from different angles.
Sources & References
How we cover this story
Cross-firm research
AUD/USD Consensus Check: Spot at 0.6949, Median Target 0.705 — Week of September 30, 2026
AUD/USD trades 1.43% below the 24-firm median Dec-26 target of 0.705, with an 0.08 spread separating Scotiabank's 0.75 from Citi's 0.67.
AUD/USD Trades 1.8% Below Consensus as RBA-Fed Gap Widens
AUD/USD spot at 0.6972 sits 1.8% below the 24-firm Dec-26 consensus of 0.71, with an 0.08 spread separating Scotiabank's 0.75 bull case from Citi's 0.67 floor.
AUD/USD Consensus Check: 0.6977 Spot vs 0.71 Target, Week of September 29, 2026
AUD/USD trades 1.73% below the 24-firm median Dec-26 target of 0.71, with an 0.08 spread separating Scotiabank's 0.75 bull case from Citi's 0.67 bear.