Strong Aussie, rising Yen, less mighty dollar
NAB's Gavin Friend talks about the possibility that a stronger Yen and a weaker US dollar was a coordinated action and whether it could go further,
NAB Morning Call · NAB - The Morning Call
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Show Notes
Tuesday 27th January 2026
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The US dollar is on the back foot, falling to its lowest level in four months, the Yen is clawing back territory, precious metals are surging to fresh highs, and the Aussie is the strongest it’s been in years — all setting the stage for a busy week ahead. Attention now turns to whether talk of coordinated action between Japan and the New York Fed signals more of a push for a weaker Dollar and stronger Yen — even as the BoJ remains reluctant to signal rate hikes. Gavin Friend joins us to unpack the latest market moves, the influence of stronger US data and the political uncertainty from Washington, including the real possibility of a US government shutdown this week. Domestically, the NAB Business Survey lands today, ahead of tomorrow’s Q4 CPI, with US consumer confidence also on the slate
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