Australian Dollar Could Get Dumped If Iran War Drags On -- Market Talk

Dow Jones03-23

2051 GMT - The Australian dollar is supported by the Reserve Bank of Australia's hawkish policy narrative, but that support could vanish if hopes of a near-term end to the Iran conflict fade, says Sean Callow, senior FX analyst at InTouch Capital Markets. Real money accounts have reached their most bullish Australian dollar positions on record, he says. Real money accounts and hedge funds combined are net long A$8.7 billion, Callow notes. It places the Australian dollar at risk of significant profit-taking if markets stop hoping for a quick resolution to the conflict and focus on the economic damage of the massive energy supply disruption, he says. ( james.glynn@wsj.com; X @JamesGlynnWSJ)

(END) Dow Jones Newswires

March 22, 2026 16:51 ET (20:51 GMT)

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It places the Australian dollar at risk of significant profit-taking if markets stop hoping for a quick resolution to the conflict and focus on the economic damage of the massive energy supply disruption, he says. 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Real money accounts have reached their most bullish Australian dollar positions on record, he says. Real money accounts and hedge funds combined are net long A$8.7 billion, Callow notes. It places the Australian dollar at risk of significant profit-taking if markets stop hoping for a quick resolution to the conflict and focus on the economic damage of the massive energy supply disruption, he says. 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