摩根大通：澳洲联储宽松周期或已结束 通胀风险仍偏高

Core Viewpoint - The Reserve Bank of Australia has decided to maintain the benchmark interest rate unchanged, predicting that inflation risks will persist into next year, leading some economists to believe that the easing cycle initiated in February may have come to an end [1] Group 1 - The number of segments with high inflation levels remains concerning, posing a substantial challenge to the Reserve Bank of Australia's narrative of "inflation easing" over the past few quarters [1] - Morgan Stanley economist Tom Kennedy suggests that the easing cycle is likely over, with the cash rate expected to remain at 3.6% [1]