Explore the world.

Assess underlying market conditions and fundamentals in the world's major economies.

World
Global
Americas
United States
Canada
Mexico
Europe
Euro Area
United Kingdom
Asia Pacific
China
Japan
Australia

Stay ahead.

Follow the biggest stories in markets and economics in real time.

Analysis
Blog
Forecasts
Calendar

Subscribe

Get insight into the latest trends and developments in global currency markets with breaking news updates and research reports delivered right to your inbox.

After signing up, you will receive regular newsletters from Corpay, and may unsubscribe at any time. View Corpay’s Privacy Policy

AUD

22 Mar 2026

Middle East concerns & spillovers

• Market nerves. Concerns about the duration of the Middle East conflict & global economy remain. Equities fell on Friday, bond yields rose. AUD underperforms.• Risk radar. Situation in Middle East remains in the driver’s seat. More volatility likely. Macro headwinds for AUD & NZD still in place. Global Trends Developments in the Middle East and energy markets remain in the driver’s seat. Heightened concerns about the state of play and outlook weighed on sentiment at the end of last week. The news flow hasn’t really improved over the past few days with both sides hurling threats at each other...

Read More Read More
18 Mar 2026

Market wobbles return

• Negative vibes. Another jump in energy prices & upward repricing in interest rates dampened risk sentiment. USD firmer. AUD & NZD underperform.• Macro news. Asia exposed to higher energy costs. Growth in Australia set to slow. US Fed looks to be in no hurry to cut again. AU jobs report out today. Global Trends The positive sentiment that ran through markets over recent days gave way overnight, with the harsh reality of the situation in the Middle East and a few macro factors dampening the mood once again. European and US equities declined with the S&P500 shedding ~1.4%, while...

Read More Read More
17 Mar 2026

RBA’s inflation worry

• Improved mood. Despite ongoing Middle East issues & high oil prices risk sentiment has improved. Softer USD & a RBA hike supports the AUD.• RBA hikes. Another 25bp rate rise delivered yesterday. Inflation pressures point to another move. Markets already pricing that in. Growth set to slow. Global Trends The market mood has picked up over the past couple of sessions, as illustrated by the uptick in equities (US S&P500 +0.3%) and modest dip in bond yields (the US 10yr rate declined ~2bps) overnight. However, the underlying issues that previously weighed on people’s minds remain, especially the precarious situation...

Read More Read More
17 Mar 2026

RBA: Inflation battle continues

After being ‘strategically timid’ during its last tightening cycle the RBA looks to be taking fewer chances when it comes to its renewed battle against inflation with another 25bp rate hike announced today. This follows the rate rise delivered at the last meeting in February and lifts the cash rate back up to 4.1%, just 25bps off the ‘peak’ reached in the 2023/2024 inflation fight (chart 1). Today’s decision wasn’t unanimous with the RBA Board voting 5-4 in favour of a hike. This was more evenly split than anticipated with markets pricing in a ~70% chance of a move. It...

Read More Read More
16 Mar 2026

Markets reverse higher as Strait of Hormuz blockage shows signs of easing

There was lots of drama over the weekend. Sinners. One Battle After Another. A Shakespearean tragedy. The Secret Agent. Mr Nobody Against Putin. And that was just the Middle East — the Oscars were on too. Markets are reversing direction and turning cautiously optimistic after several oil tankers navigated the Strait of Hormuz over the weekend, easing fears of a prolonged disruption to crude flows in the wake of US strikes on Kharg Island. Ships registered to India and Pakistan were granted safe passage, joining Chinese and Iranian vessels already making the transit. Global crude benchmarks are surrendering some of...

Read More Read More

About

Contact

Data and information on this website is provided “as is” and for informational purposes only. Information on the website does not bind Corpay in any way; nor is it not intended as advice, a recommendation or an offer or solicitation for the purchase or sale of any financial products. Data and other information are not warranted as to completeness or accuracy and are subject to change without notice. All charts or graphs are from publicly available sources, or our proprietary data. Nothing in this material should be construed as investment, financial, tax, legal, accounting, regulatory or other advice or as creating a fiduciary relationship. Corpay disclaims any responsibility or liability to the fullest extent permitted by applicable law, for any loss or damage arising from any reliance on our use of the data in any way. You should contact your Corpay sales representative for clarification on the range of financial instruments available in your jurisdiction. Copyright Cambridge Mercantile Corp. 2022.