澳大利亚9月失业率升至四年来新高！就业市场放缓或致澳洲联储恢复降息

Group 1 - Australia's unemployment rate rose to 4.5% in September, the highest level in four years, due to a decrease in new job positions and an increase in job seekers, indicating a slowdown in the labor market [1] - The number of new jobs added in September was only 14,900, below the market expectation of 20,000, while the labor force participation rate increased to 67% [1] - The latest employment data has led to a significant drop in Australian government bond yields, falling by up to 13 basis points, the largest single-day decline since May, and the Australian dollar decreased by up to 0.5% [1] Group 2 - The widespread application of artificial intelligence (AI) tools is subtly driving job losses, with economists warning that the impact of AI on the global labor market is expanding [2] - HSBC's global economist noted that AI seems to be exerting downward pressure on hiring activities, and during economic slowdowns, companies may accelerate cost-cutting measures, which could lead to a broader impact on the labor market [2] - KPMG's chief economist suggested that the Reserve Bank of Australia should consider lowering cash rates to stimulate investment and household spending, thereby supporting the labor market [2] Group 3 - The Reserve Bank of Australia aims to maintain the unemployment rate around 4% while controlling inflation, with the current monetary policy described as "slightly tight" [4] - The upcoming consumer price index (CPI) data for the third quarter will be crucial for the monetary policy decision in November, with traders expecting a probability of over 70% for a rate cut next month [4] - Most economists surveyed predict that the Reserve Bank of Australia will lower the benchmark interest rate to 3.35% [4]