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US GDP: AI imports offset investment boost – TD Securities

TD Securities’ US Macro Strategist Eli Nir analyzes how Artificial Intelligence-related activity affected US GDP in Q4 2025. Strong AI-driven fixed investment lifted Private Domestic Final Purchases, but a surge in computer and semiconductor imports dragged headline GDP lower.
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AUD/USD retreats ahead of Australian CPI amid US tariff uncertainty

AUD/USD trades around 0.7040 on Tuesday at the time of writing, down 0.20% on the day, after failing to hold above the psychological 0.7100 mark on Monday.
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