Post by Instantia.co

Positioning ahead of the move.   The AUD has already climbed more than 15% from its low, yet consensus still sits around 0.72-0.73.   In our April newsletter, Danny Pezeshki shares his view on why a move toward 0.80 is becoming increasingly supported by structural factors already in play. From shifting rate differentials to strengthening commodities and a broader move away from USD, the signals point to a steady grind higher, not a straight line.   For importers, this isn’t just a market view, it’s a positioning decision.   Read the full newsletter for what it means for your FX strategy.   #Instantia #FXRiskManagement #AUDUSD #Treasury #FinancialStrategy