Hi Neil,
Just another point of view. Most countries outside the US are complaining about the strength of their currencies and the impact on exports. With the US weak dollar policy and the Chinese in control I think something has to break. I don't think I will be buying many Aust$ at current level. Feeling the currency world is a little out of wack at the moment.
Maybe just manipulation that has gone a little wayward. Not sure what it is like in the UK but here I think the Stocks are also over valued in the current economic climate.
The other possibility is I need a holiday 😆 (And I'm having a good year )