Asia Recap: AUD attracts bids on capex details

FXStreet (Bali) - The Australian Dollar was the leader of the FX board along Asian hours, after the Q1 capex report printed a horrible headline, yet details contained in the report were encouraging for the period 2014-15.

AUD/USD opened at 0.9230 after multiple downside failures at 0.92/0.9210 support, with lots of talk about a soverign name in the 0.9200-10 bid, with barrier protection also playing a role for the level to hold.

Then came the capex, which despite worse-than-expected for Q1, the estimates for spending in 2014/15 all came above expectations. AUD/USD managed to break above the sticky resistance at 0.9275, allowing the price to reach a new 7-day high of 0.9285.

According to David Scutt, Independent Strategist at marketscuttlebutt.com, "while a bearish headline print, the internals of the report were all strong with equipment, plant and machinery spend, a direct GDP input, rising 2.8% on quarter, something that will contribute to economic growth when GDP is released next week."

As per USD/JPY, Asia tracked the bearish sentiment from the last US session, causing the exchange rate to retest the lows at 101.63 after offers capped the pair around the 101.90. The collapse in the 10y bond yield is the main factor weighing on the pair at the moment, which was unable to recover ground despite the Nikkei 225 saw all initial losses pared ahead of the close.

NZD/USD kept trading heavy, with further signs of its current weakened state as it failed to track AUD's gains to instead keep the rate depressed near this week's new multi-month low. The rest of G10 currencies traded in a quiet fashion ahead of Europe, which as a reminder, will stay closed due to public holidays.

Main headlines in Asia

An unloved Kiwi: Why a bearish case makes sense

China: Another important policy easing signal - Nomura

Japan Retail Trade (YoY) came in at -4.4% below forecasts (-3.3%) in April

Could NZ home sales slow RBNZ hiking cycle?

Australia HIA New Home Sales (MoM) climbed from previous 0.2% to 2.9% in April

BoJ's Shirai: Japan may need more than 2 years to achieve inflation target

Australia: Capex shows there is hope on investment recovery - RBS

AUD/USD is getting ready for a new assault at 0.9280

AUD/USD upside and pushed the pair to current levels of 0.9274, but bulls are dead set on going higher.
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USD/JPY bears have paused at 101.70 support

USD/JPY has settled at 101.70 after reaching the current low of 101.64. The pair is down on the day.
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