邦达亚洲:澳洲联储释放鹰派信号 澳元刷新12周高位

Group 1: Bank of Japan's Monetary Policy - The Bank of Japan is gradually approaching its inflation target and suggests that interest rate hikes will not be limited to just one instance, signaling a potential policy shift later this month [1][6] - Bank of Japan Governor Ueda stated that the central bank will continue to slowly adjust monetary easing until a sustained 2% inflation target is achieved and policy rates return to natural levels [1][6] - Ueda's comments imply that even if the central bank raises rates this month, the normalization process of monetary policy will continue [1][6] Group 2: Federal Reserve's Interest Rate Outlook - Kevin Hassett, a leading candidate for the next Federal Reserve Chair, indicated that there is "ample room" for further rate cuts, but rising inflation could change this outlook [2][7] - Hassett mentioned that if data supports it, he believes there is enough space for significant rate cuts, potentially exceeding 25 basis points [2][7] - He cautioned that if inflation rises from 2.5% to 4%, rate cuts would not be appropriate [2][7] Group 3: Market Reactions and Currency Movements - Gold prices experienced slight gains, trading around 4205, supported by short covering and ongoing expectations of Fed rate cuts, although hawkish signals from the Fed limited upward movement [3][8] - The Australian dollar rose to a 12-week high at approximately 0.6630, driven by Fed rate cut expectations and hawkish signals from the Reserve Bank of Australia [4][9] - The USD/JPY pair reached a 10-day high at around 156.60, supported by expectations of a hawkish Fed, although Ueda's comments on potential rate hikes limited further gains [5][10]