刚刚宣布：降息25个基点

Core Points - The Reserve Bank of New Zealand (RBNZ) has lowered the Official Cash Rate (OCR) by 25 basis points to 2.25%, aligning with market expectations [1][3] - The decision was made after a discussion between maintaining the OCR at 2.5% and reducing it to 2.25%, with a 5:1 vote in favor of the latter [3] - The RBNZ aims to support consumer and business confidence and mitigate risks associated with slower economic recovery compared to inflation targets [3][5] Economic Indicators - The annual consumer price inflation rate rose to 3% in the September quarter, reaching the upper limit of the RBNZ's target range of 1% to 3% [4][5] - The RBNZ anticipates that inflation will decline to around 2% by mid-2026, despite current pressures from high gasoline and food prices [5] - The unemployment rate in New Zealand increased to 5.3%, the highest level since Q4 2016, reflecting weak economic conditions [8] Leadership Transition - The recent monetary policy meeting was the last chaired by Acting Governor Christian Hawkesby, with Anna Blighman set to take over as the new RBNZ Governor [8] - Blighman is perceived as a dovish member from her time at the Swedish central bank, which may signal a future inclination towards more accommodative policies [8] Demographic Trends - New Zealand is experiencing a significant outflow of young people, with approximately 73,000 citizens expected to leave for Australia between September 2024 and September 2025, marking an 8% increase year-on-year [9]