凯投宏观:澳洲联储明年或再降息50个基点
Xin Hua Cai Jing·2025-11-18 02:22
Core Insights - The Reserve Bank of Australia (RBA) is expected to remain in a wait-and-see mode in the short term, but its path for interest rate cuts is clear [1] - Abhijit Surya predicts that the RBA will lower rates by 50 basis points by the end of 2026, with a greater risk of "less cuts rather than more cuts" [1] - The rationale behind this prediction includes a potential softening of the labor market and a gradual suppression of inflation, providing the RBA with policy space to implement a total of 50 basis points in cuts in the second half of next year [1]