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CBA economists forecast the Australian dollar will rise against the US dollar over the coming months, peaking around March 2026 before falling again by end-2026. They expect the US dollar to bottom in early 2026 as US growth regains momentum and oil prices ease.
A forecast stronger Aussie would modestly weigh on Australian grain and meal export competitiveness, though the outlook is a currency view rather than a supply or demand event.
commbank.com.auSep 26, 2025Not enough comparable past events yet for a historical read.
After 565 past bearish macro events, Crude Oil (WTI) moved a median -1.4% over 5 sessions (41% higher; middle half -5.9% to +3.0%), and -0.5% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
