Workflow
澳洲联储主席Bullock:仍预计核心通胀率将缓慢降至2.5%。全球经济仍面临不确定性和不可预测性。月度数据表明核心CPI可能没有达到预期。寻求数据支持核心通胀预期。鉴于CPI大幅回落,失业率仅小幅上升的情形令人震惊。委员会寻求审慎、渐进的宽松路径。澳洲联储加息幅度小于其他央行,可能不需要那么多降息。劳动力市场仍然吃紧,到年底可能会有所缓解。领先指标并未表明失业率大幅上升。
news flash·2025-07-24 03:13

Core Viewpoint - The Reserve Bank of Australia (RBA) Chairman Bullock expects core inflation to gradually decline to 2.5% despite ongoing global economic uncertainties and unpredictability [1] Economic Indicators - Monthly data suggests that core Consumer Price Index (CPI) may not meet expectations [1] - A significant drop in CPI alongside only a slight increase in unemployment rate is surprising [1] Monetary Policy - The committee is seeking a cautious and gradual path for monetary easing [1] - The RBA's rate hikes have been smaller compared to other central banks, indicating that extensive rate cuts may not be necessary [1] Labor Market - The labor market remains tight, with expectations of some easing by the end of the year [1] - Leading indicators do not suggest a significant rise in the unemployment rate [1]