Something I've been thinking about lately is the effect of the...

Something I've been thinking about lately is the effect of the AUD. I've been pivoting my portfolio of Australian shares to companies that are internationally trade exposed. We're seeing a collapse in yield spreads at the moment which means that the AUD shouldn't be too far off falling significantly (it's actually collapsing at the moment) which may have a material affect on revenue inflows (depending on how specific contracts are structured). That mostly reflects what's happening in the US but I think Europe should fall, albeit slower. That said, this will be relatively minor in the grand scheme of a company trying to ramp up its sales in general.

DYOR and all that, just something i've been considering lately, obviously dangerous to try and predict macro trends.