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Australia, NZ dollars lean on support as US$ barges ahead

Published 01/04/2021, 01:13 pm
Updated 01/04/2021, 01:18 pm
© Reuters.
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By Wayne Cole

SYDNEY, April 1 (Reuters) - The Australian and New Zealand dollars were perilously close to major chart bulwarks on Thursday as the U.S. dollar continued its broad advance, though both currencies fared better against the low-yielding euro and yen.

The Aussie eased to $0.7584 AUD=D3 , after failing to clear resistance at $0.7664. The focus was on the recent low of $0.7564 where a break would risk a retreat to $0.7500, if not the 200-day moving average at $0.7385.

The kiwi faded to $0.6975 NZD=D3 and away from resistance at $0.7033. Again, that was uncomfortably near a recent four-month trough of $0.6944 and a breach would open the way to the 200-day moving average at $0.6880.

Australian data was a mixed bag with retail sales falling a smaller-than-expected 0.8% in February, while the trade surplus missed forecasts at A$7.5 billion ($5.69 billion) because of a surprisingly sharp rise in imports.

Much more emphatic were figures showing home prices rose at the fastest pace in three decades in March, delivering a windfall to consumer wealth and confidence. the surge has done little to shake the Reserve Bank of Australia's (RBA) commitment to super-loose policy, which is focused on driving unemployment down to levels that will lift wage growth and inflation.

"With this in mind, we expect the RBA to remain dovish, despite rapidly rising housing prices and growth in new housing finance," said Paul Bloxham, Australia chief economist at HSBC.

"We expect the RBA to keep its cash rate and 3-year yield targets at 0.10% in 2021 and 2022, and to extend its QE programme beyond October."

While three-year yields are pinned near 0.1%, longer-term yields have been carried higher by the global reflation trade leaving the yield curve at its steepest in decades.

Yields on 10-year bonds AU10YT=RR were up at 1.819% on Thursday, a rise of 15 basis points for the week.

With yields in Japan and the EU held back by central bank action, the Aussie has gained on the yen and euro. The euro was at A$1.5461 EURAUD= , against $1.6000 at the start of the year.

"AUD's 10-year yield pickup on the euro has trended sharply higher since November 2020," said Westpac FX strategist Sean Callow.

"Once the global recovery becomes more synchronised in the second half of the year, AUD's leverage to industrial growth should underpin gains on crosses. Our base case is A$1.51 mid-year, A$1.49 year-end."

($1 = 1.3175 Australian dollars) (Editing by Muralikumar Anantharaman)

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