USD/AUD — Pair Outlook
USD/AUD outlook
USD/AUD forecasts are aggregated from institutional bank research. The bank-views table below shows each desk's latest published quarterly targets for AUD along with the 1-month, 3-month, YTD, and 12-month change.
Pair analysis pages are auto-assembled from the underlying AUD forecasts plus any bank commentary mentioning USD/AUD. For a deeper writeup, the per-firm reports are linked from each row.
AUD — per-firm forecasts (relevant to USD/AUD)
| Firm | 1m | 3m | YTD | 12m |
|---|---|---|---|---|
| Barclays | -1.0% | -1.0% | +4.2% | -0.8% |
| BNP Paribas | 0.0% | 0.0% | +7.7% | +12.4% |
| Bank of America | -1.0% | -1.0% | +4.2% | -0.8% |
| Citi | 0.0% | 0.0% | +7.7% | +12.4% |
| Commerzbank | 0.0% | 0.0% | -1.3% | +3.1% |
| Deutsche Bank | -1.0% | -1.0% | +4.2% | -0.8% |
| Goldman Sachs | -1.0% | -1.0% | +4.2% | -0.8% |
| HSBC | 0.0% | 0.0% | -1.3% | +3.1% |
| ING | 0.0% | 0.0% | +6.2% | +10.9% |
| J.P. Morgan | -1.0% | -1.0% | +4.2% | -0.8% |
| Mizuho | 0.0% | 0.0% | -2.8% | +1.5% |
| Morgan Stanley | -1.0% | -1.0% | +4.2% | -0.8% |
| MUFG | -1.0% | -1.0% | +4.2% | -0.8% |
| Nomura | 0.0% | 0.0% | +0.2% | +4.6% |
| RBC Capital Markets | 0.0% | 0.0% | +0.2% | +4.6% |
| Société Générale | 0.0% | 0.0% | -2.8% | +1.5% |
| Standard Chartered | 0.0% | 0.0% | -2.8% | +1.5% |
| UBS | 0.0% | 0.0% | -1.3% | +3.1% |
Recent commentary on USD/AUD
AUD/USD is at risk of a big selloff amid weakening Australia's data, more hawkish Fed
· investinglive-fx· May 22, 2026FUNDAMENTAL OVERVIEW USD: The US dollar came under a little bit of pressure yesterday following claims from Al-Arabiya that a US-Iran draft agreement has been reached. It was expected to be announced in a few hours, yet here we are with still nothing concrete from either side and
Dollar eases slightly on the day as risk mood holds steadier
· investinglive-fx· May 8, 2026There's not too much happening on the session as markets are largely waiting on fresh leads from the US-Iran conflict. So far, there's nothing new as we continue to wait on the supposed framework deal to at least free up the Strait of Hormuz. It still remains to be seen how such
AUD faces headwinds above 0.72 as RBA signals pause, TD warns
· investinglive-cb· May 6, 2026TD Securities has shifted its RBA call to a final 25bps hike in August to 4.60%, citing dovish May messaging and Middle East income shock risks, while warning AUD faces near-term headwinds above 0.72. Summary: The RBA hiked the cash rate 25 basis points to 4.35% in an 8-1 vote at
AUD/USD remains stuck in a range as RBA signals a pause and US-Iran stalemate extends
· investinglive-fx· May 5, 2026FUNDAMENTAL OVERVIEW USD: The US dollar started the week on a positive note following rising tensions in the Strait of Hormuz. Yesterday, we got reports and denials about Iran firing on US ships in the Strait which gave the greenback a boost. Trump said the US sank 6 Iranian fast
Dollar slides across the board after USD/JPY selling hits
· investinglive-fx· Apr 30, 2026USD/JPY is now down 1.6% to 157.60 and that marks about a 300 pips decline from when Japan finance minister Katayama came out earlier to deliver one final intervention warning to markets. Of note, the pair is seeing a sharper decline in the past half-hour with that accounting for
Peer pair analysis
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.