AUDUSD Macro Bias and Analysis

Score as of 7 September 2026 · Neutral · Low conviction

0 — Neutral

AUDUSD currently reads neutral at 0 with low conviction, calculated on 7 September 2026. The dominant input is momentum at +2, which favours the Australian dollar. Working against it, retail sales sits at -2. Every scored input has a current reading.

Three-block breakdown

BlockValueInputsRead
Macro0GDP, CPI, policy rates, retail sales, unemployment, momentumThe macro block nets out flat — the inputs inside it cancel.
Sentiment+1COT positioning, retail crowd positioningThe sentiment block nets +1, leaning towards the Australian dollar.
Seasonality-1historical monthly tendencyThe seasonality block nets -1, leaning towards the US dollar.

All nine signals for AUDUSD

GDP — 0

0 — Latest annual growth readings is balanced between the two currencies.

CPI (inflation) — 0

0 — Headline inflation is balanced between the two currencies — hotter prices imply a firmer policy path for that side.

Policy rates — +1

+1 — The central-bank policy-rate differential favours the Australian dollar, before accounting for expected changes.

Retail sales — -2

-2 — Consumer demand, measured through retail sales, favours the US dollar.

Unemployment — -1

-1 — Labour-market slack favours the US dollar — a lower jobless rate scores positively.

Momentum — +2

+2 — Recent releases against forecast favours the Australian dollar — this measures surprise, not level.

COT positioning — -1

-1 — CFTC Commitments of Traders futures positioning favours the US dollar, read as institutional net exposure.

Retail sentiment — +2

+2 — Crowd positioning, read contrarian, favours the Australian dollar.

Seasonality — -1

-1 — The historical tendency for this month favours the US dollar.

September seasonality

In September, AUDUSD has averaged -0.5% over the last two years and -0.3% over five years. The two horizons agree, which makes the tendency more usable as a tiebreaker.

Most recent releases for AUD and USD

  • USD Unemployment Rate released 4 Sept 2026: actual 4.1, forecast 4.1, previous 4.1.
  • USD Average Hourly Earnings m/m released 4 Sept 2026: actual 0.3, forecast 0.3, previous 0.2.
  • USD Non-Farm Employment Change released 4 Sept 2026: actual 162, forecast 55, previous 21.

How this score is built

  • Scores range from -10 to +10. Positive means the Australian dollar is favoured over the US dollar; negative means the reverse.
  • Nine independent inputs feed three conviction blocks: macro, sentiment and seasonality. Conviction rises when blocks agree, not when one input is extreme.
  • This is a macro bias and pair-selection read. It is not a trade entry, an execution signal, or investment advice.