📅 Mon, 10 Aug 2026
Home · Daily Insights · Mon, 10 Aug 2026
New York Session • AUD Analysis

AUD Rallies to Two-Month Highs Ahead of RBA Hold Decision

New York is opening — here is the forex sentiment setup heading into the US session. Australian Dollar (AUD) leads forex sentiment today with a strong bullish reading. Here is what drove the move and what to watch next.

Australian Dollar (AUD) scores 68/100 with bullish bias as the Aussie approaches two-month highs ahead of the RBA decision.

Learn why AUD/USD is testing 0.7088 and what the Reserve Bank's widely expected hawkish hold means for currency strength this week.

What Happened

The Australian Dollar has rallied into Monday's New York session on the back of two converging tailwinds: technical momentum carrying the Aussie toward two-month peaks at 0.7088, and positioning ahead of the Reserve Bank of Australia's imminent policy decision. Market consensus leans heavily toward a hawkish hold—a decision to pause rate cuts rather than ease further—which has underpinned confidence in AUD across the major pairs. This RBA preview has provided a structural bid beneath the currency as investors reprice expectations around Australian monetary policy relative to the softening trajectory being priced into the US Federal Reserve.

Simultaneously, the broader forex market has turned decidedly sceptical of US dollar strength. Fresh data and a softer-than-expected nonfarm payrolls report have forced a sharp reassessment of Fed rate trajectories, with September rate-hike odds now being questioned by institutions such as Rabobank. This erosion of dollar support has created a relative tailwind for commodity-linked currencies, with AUD among the primary beneficiaries. The combination of Australian monetary policy resilience and US rate expectations moving lower has created a compelling backdrop for long AUD positioning.

“Australian Dollar approaches two-month highs at 0.7088”— FXStreet · 12:00 UTC

Today's news timeline

Market Reaction

The broader currency market has registered a stark divergence in sentiment, with the US dollar languishing at 35/100 bearish while AUD's 68/100 bullish score reflects the widest gap among major pairs. Sterling has also benefited from dollar weakness, testing 1.3500 as GBP/USD builds momentum on the back of the same NFP shock that has rattled Fed policy expectations. Yet AUD has emerged as the standout performer, capturing both the structural benefit of dollar depreciation and the idiosyncratic support from RBA policy messaging.

In the AUD/USD pair specifically, price action is consolidating above the 0.7080 handle with technical resistance at 0.7088 now acting as a near-term barometer of conviction. The exchange rate has absorbed the softer US labour data without faltering, suggesting that the bid beneath the Australian currency is rooted in genuine shifts to central bank expectations rather than fleeting momentum. Traders monitoring this pair should watch for a close above recent highs as confirmation that the RBA positioning narrative has genuine staying power.

What's Driving the Move

Three key threads run through the bullish Australian Dollar story:

  1. RBA decision expected to deliver a hawkish hold, supporting Australian monetary policy resilience relative to the Fed's downshifting rate trajectory outlined by Deutsche Bank and Rabobank.
  2. Soft US nonfarm payrolls data has triggered a sharp repricing of September Federal Reserve rate-hike odds lower, removing a structural headwind from commodity-linked currencies and the Aussie in particular.
  3. Technical breakout above 0.7088 two-month highs provides a secondary confirmation layer, locking in momentum that could extend into the Asia-Pacific session if RBA rhetoric remains constructive.
“Australian Dollar: RBA set to hold amid inflation risks - BNY”— FXStreet · 09:01 UTC

What to Watch Next

📈 Bull case for the move
A confirmed RBA hold coupled with forward guidance signalling resistance to further rate cuts would cement the hawkish narrative and likely propel AUD/USD toward the 0.7150 level. Sustained breaks above two-month resistance, combined with a continuation of soft US data prints in the coming days, would extend the currency strength thesis and attract fresh long positioning from trend-following accounts.
📉 Risk to the view
Should the RBA surprise with a dovish tone or signal openness to future easing, or if US labour data unexpectedly stabilises (reversing the recent NFP narrative), the Australian dollar could quickly unwind its gains. A sharp pivot back toward Fed rate-hike expectations—triggered by hot inflation data or hawkish Fed communications—would equally undermine the relative-rate advantage now supporting AUD and snap the pair back toward 0.6950.

Watch for RBA decision timing and any post-announcement volatility spikes as the Asia session opens, where liquidity in AUD/USD typically expands and intraday ranges widen.

📊 Bias snapshot at the time of writing
USD
35
▼ Bear
EUR
55
— Neut
GBP
62
▲ Bull
JPY
58
— Neut
AUD
68
▲ Bull
CAD
45
— Neut
CHF
48
— Neut
NZD
50
— Neut
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How this briefing was written: AI-drafted from real forex news headlines scanned every 3 hours by FXNewsBias, then auto-published on a fixed session schedule. Sentiment scores reflect news flow only — not technical signals or price action. This is information, not financial advice. Always cross-check with your own analysis before trading.