市场分析:澳大利亚经济增速接近“超速” 澳洲联储或权衡提前加息
Sou Hu Cai Jing·2025-11-27 03:49

Core Viewpoint - The Chief Economist of the National Australia Bank, Sally Olds, assesses that if economic growth accelerates and the labor market tightens, the Reserve Bank of Australia may need to raise interest rates as early as the first half of 2026 [1] Economic Conditions - Australia is currently at full employment, with economic growth expected to return to trend levels next year [1] - Olds estimates the trend growth rate to be approximately 2.25% [1] Inflation and Monetary Policy - Due to minimal idle capacity, it is unlikely that the economy can sustain growth above trend without putting upward pressure on prices and wages [1] - Any acceleration in growth and/or tightening of the labor market may compel the Reserve Bank of Australia to consider the necessity of interest rate hikes [1]