• Fairly subdued week in AU, but US headlining with PPI & CPI.
• US CPI y/y expected to come in hot @ 2.9% (prev 2.7%) – what does this mean for future cuts?
• AUDUSD to continue consolidating (ranging), most likely pivoting between 0.6496 – 0.6601.
• AUDUSD hovering around 65c past few weeks.
• With weak US labour numbers last week, the FOMC may consider cutting rates by 50bps, rather than the 25bps originally expected.
• No major AU events this week.
• US has US CPI & PPI this week as the key headliners.
• US CPI expected to come in @ 2.9% (prev 2.7%), 0.2% resulting in a stronger USD, weaker AUD. Any change to US CPI away from the forecast can significantly move the needle, so expect a potential spike!
• US PPI m/m expected @ 0.3% (prev 0.9%) but unlikely to move the needle.
• With AUD hovering for the past few weeks, can we expect any sudden bursts to the topside this week?
| Economic Calendar: Mon 8th Sept 2025 – Friday 12th Sept 2025 (High Impact) (AU/US) | |||||
| Day | Time(AEST) | Event | Country | Forecast | Previous |
| Wed | 10:30pm | Core PPI m/m | US | 0.3% | 0.9% |
| PPI m/m | US | 0.3% | 0.9% | ||
| Thur | 10:30pm | Core CPI m/m | US | 0.3% | 0.3% |
| CPI m/m | US | 0.3% | 0.2% | ||
| CPI y/y | US | 2.9% | 2.7% | ||
| Unemployment Claims | US | 234K | 237K | ||
| Sat | 12:00am | Prelim UoM Consumer Sentiment | US | 58.0 | 58.2 |
| Prelim UoM Inflation Expectations | US | TBC | 4.8% | ||
Source: forexfactory.com