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Aussie rallied to 0.7242, within 0.5% of its 52-week high. Commodities strength and Asian tech optimism lifted the risk-sensitive currency.

China stimulus expectations plus surging commodity prices create a perfect storm for AUD. Iron ore above $140 adds fundamental support.

RBA minutes Tuesday 03:30 TRT. Any hint of hawkish tilt at the next meeting could push AUD through the 52-week high at 0.7277.

Dow barely moved, adding just 12 points to 49,609. Old-economy names lagged as money rotated hard into growth and semis.

The Dow's flatness while Nasdaq surges 2.35% signals a classic rotation. Industrials and financials need rate-cut clarity that CPI data could provide.

50,000 psychological level remains the target. Needs breadth expansion from industrials and financials — unlikely without softer inflation data.