Insights & Analysis

Market Insights

Curated FX insights, trends, and analysis to support treasury decisions.

Your Topics

Log in to personalise your market insights feed.

Log In to Personalise
AUD Weakness Extends Against USD
Featured
AUD/USD Bearish

AUD Weakness Extends Against USD

Latest commentary on Australian dollar movements and key support/resistance levels to watch heading into quarter end.

Read More
Trending
1EUR/AUD Recovery Signals Opportunity
2Market Volatility & Hedging Strategy
3USD Strength on Strong NFP Data
4GBP/AUD: Post-Budget Pressure
LinkedIn

SwitchYard's Take

Direct perspectives from our advisors — market commentary, strategy insights, and professional education.

Featured Post
Michael Boulton
Michael Boulton

Director — SwitchYard FX Advisory

Mar 3, 2026

The AUD is under renewed pressure as US jobs data continues to surprise to the upside. For businesses with USD payables, now is a critical window to reassess your forward cover. Here's what we're watching this week…

#AUD/USD#Hedging#FX Strategy
View on LinkedIn
Featured Post
James Ellery
James Ellery

Head of FX Strategy — SwitchYard FX Advisory

Mar 2, 2026

A lot of clients are asking us about CNY exposure right now. The PBOC's recent guidance suggests further yuan depreciation is on the table — here's how Australian exporters should be thinking about their RMB receivables strategy.

#CNY#Export Strategy#Risk Management
View on LinkedIn
Earlier Posts
Michael Boulton
Michael Boulton

Director — SwitchYard FX Advisory

Feb 27, 2026

RBA held rates steady — the market had priced in a 30% chance of a cut. AUD spiked on the decision but quickly faded. This tells you a lot about underlying sentiment. Hedgers should not read this as a relief rally.

#RBA#AUD
View on LinkedIn
James Ellery
James Ellery

Head of FX Strategy — SwitchYard FX Advisory

Feb 24, 2026

Five questions every CFO should be asking their bank about FX right now. Thread 🧵 — covering policy, tenor, documentation, and pricing transparency.

#Treasury#CFO#Best Practice
View on LinkedIn
Michael Boulton
Michael Boulton

Director — SwitchYard FX Advisory

Feb 20, 2026

EUR/AUD is testing the 1.68 handle for the first time since Q3 2024. If you have Euro receivables sitting unhedged, you're sitting on a meaningful FX gain — but that can reverse quickly.

#EUR/AUD#Hedging
View on LinkedIn
James Ellery
James Ellery

Head of FX Strategy — SwitchYard FX Advisory

Feb 17, 2026

Why vanilla forwards are still the most misunderstood product in commercial FX. Most businesses have used them — fewer understand the nuances of break costs, rollover, and mark-to-market.

#Forward Contracts#Education
View on LinkedIn
Stay Informed

Stay Ahead with Daily Updates

Subscribe for daily commentary, policy moves, and strategic recommendations.