【环球财经】1月澳大利亚通胀率保持在3.8% 澳元有望继续走强

Group 1 - The core consumer price index (CPI) in Australia for January 2026 increased by 3.8% year-on-year, matching the previous month and exceeding market expectations of 3.7% [1] - The trimmed mean inflation rate rose from 3.3% to 3.4%, surpassing the market forecast of 3.3% and remaining above the Reserve Bank of Australia's target range of 2%-3% [1] - Following the inflation data release, the Australian dollar (AUD) appreciated approximately 0.2% against the US dollar, reaching 70.71, indicating a potential hawkish stance from the Reserve Bank of Australia [1] Group 2 - Analysts suggest that ongoing price pressures in the Australian economy may lead to an underestimation of the risk of an interest rate hike by the Reserve Bank of Australia in March [2] - The market now anticipates at least one more rate hike this year, with expectations for a March increase rising to about 15% and for May to 70%, driven by the higher-than-expected January inflation data [2] - A shift to a hawkish stance by the Reserve Bank of Australia is expected to benefit the Australian dollar, with further strengthening anticipated [2]