【环球财经】2025年11月澳大利亚家庭支出增长1%

Group 1 - Australia's household income increased by 1% month-on-month and 6.3% year-on-year in November 2025, marking the first time since 2022 that this indicator has reached 1% or more for two consecutive months [1] - Household spending on food rose by 0.7%, while spending on tobacco and alcohol decreased by 1.8% in November 2025 [1] - Significant events in November contributed to a 1.2% increase in household spending on services, with "Black Friday" promotions driving a 0.9% increase in spending on goods [1] Group 2 - Despite strong household spending growth in late 2025, the real estate market appears to be slowing down, indicating a complex relationship between consumer and real estate data and monetary policy [2] - The recent cooling in the real estate market may suggest that the Reserve Bank of Australia could adopt a slightly tighter policy, while robust consumer spending indicates a solid private sector demand and genuine recovery in business activity [2] - Changes in consumer confidence data will be crucial in assessing whether the recovery in business activity will accelerate or slow down in 2026 [2]