转自：北京日报客户端 今年6月，俄央行开启近三年来首次降息操作，将基准利率从历史高位的21%下调至20%。此后持续降 息，最近一次调息在10月，将利率下调至16.5%。按照计划，俄央行董事会下次会议将于明年2月13日 举行，届时将审议基准利率的后续调整。 来源：央视财经 俄罗斯中央银行19日发布公告，宣布将基准利率下调50个基点至16%。这是俄央行连续第五次降息。 俄央行在当天发布的公告中表示，将维持必要的紧缩货币政策，以便使通胀率恢复至目标水平。未来基 准利率决策，将取决于俄罗斯国内通胀放缓的可持续性，以及通胀预期的动态变化。数据显示，俄罗斯 11月通胀率为6.6%。俄政府表示，俄罗斯的通胀问题正在得到解决，预计到年底，通胀率将降至5.7% 至5.8%。但这仍高于4%的目标通胀水平。 ...

Core Viewpoint - The Central Bank of Russia has lowered the benchmark interest rate by 50 basis points from 16.5% to 16%, marking the fifth consecutive rate cut [1] Group 1: Interest Rate Changes - The Central Bank of Russia initiated its first rate cut in nearly three years in June, reducing the rate from a historical high of 21% to 20% [1] - The most recent rate adjustment occurred in October, when the rate was lowered to 16.5% [1] Group 2: Monetary Policy Outlook - The Central Bank stated it will maintain a necessary tight monetary policy to restore the inflation rate to target levels [1] - Future decisions on the benchmark rate will depend on the sustainability of domestic inflation slowdown and the dynamics of inflation expectations [1] Group 3: Upcoming Meetings - The next meeting of the Central Bank's board is scheduled for February 13, 2026, where further adjustments to the benchmark rate will be reviewed [1]

Core Viewpoint - The Central Bank of Russia has lowered the benchmark interest rate by 50 basis points to 16%, marking the fifth consecutive rate cut [1] Group 1: Interest Rate Changes - The Central Bank of Russia initiated its first rate cut in nearly three years in June, reducing the benchmark rate from a historical high of 21% to 20% [1] - The most recent adjustment prior to the current cut occurred in October, when the rate was lowered to 16.5% [1] Group 2: Monetary Policy and Inflation - The Central Bank stated it will maintain a necessary tight monetary policy to restore the inflation rate to target levels [1] - Future decisions regarding the benchmark interest rate will depend on the sustainability of domestic inflation slowdown and the dynamics of inflation expectations [1] Group 3: Upcoming Meetings - The next meeting of the Central Bank's board is scheduled for February 13, 2026, where further adjustments to the benchmark rate will be reviewed [1]

Core Viewpoint - The Central Bank of Kenya (CBK) has reduced the benchmark interest rate (CBR) by 25 basis points to 9.00% from 9.25%, aiming to stimulate economic growth and encourage commercial banks to lend more to the private sector [1] Group 1: Monetary Policy Changes - The adjustment in the benchmark interest rate is based on factors such as slowing inflation, improved credit demand from the private sector, and stable exchange rates [1] - The Central Bank of Kenya will closely monitor the effects of the rate cut and may take further action in the next Monetary Policy Committee meeting scheduled for February 2026 [1] Group 2: Economic Growth Projections - The Kenyan economy is expected to maintain a good growth momentum in the first half of 2025, with an average growth rate of 4.9% [1] - The Central Bank forecasts the annual growth rate to rise to 5.2% in 2025 and reach 5.5% in 2026 [1]

同时，劳动力市场状况依然略显紧张。过去一年，澳失业率逐步上升，就业增长放缓，劳动力充分利用 指标仍处于较低水平，产能利用率高于长期平均水平，相当一部分企业面临劳动力短缺问题。工资增长 已从峰值回落，但多项工资指标仍保持强劲增长，单位劳动力成本的增幅依然居高不下。 自2022年5月至2023年11月，澳央行共加息425个基点。此后，该行连续多次维持基准利率不变，直到今 年2月宣布降息25个基点，将基准利率下调至4.1%。今年5月，澳央行年内第二次宣布降息，将基准利 率下调至3.85%。8月，澳央行将基准利率下调至3.6%。 澳央行董事会在最新发布的货币政策声明中表示，自2022年达峰以来，澳大利亚的通胀已大幅下降。但 是，近期通胀率有所回升。 澳央行董事会认为，近期通胀率上升的部分原因是暂时性因素，鉴于对月度通胀数据做完整衡量的时间 不长，从中解读出的信号尚存不确定性。尽管如此，数据确实显示出通胀普遍回升的迹象，其中部分通 胀数据上升可能具有持续性，值得密切关注。 澳央行董事会表示，澳大利亚经济活动持续复苏。受消费和投资的双重推动，私人需求增长走强。房地 产市场活动和价格也持续回升。自年初以来，金融环境有所缓和 ...

12月3日，波兰央行将基准利率下调25个基点至4.00%。 12月3日，波兰央行将基准利率下调25个基点至4.00%。 ...

Core Viewpoint - The Reserve Bank of Australia (RBA) has decided to maintain the benchmark interest rate at 3.6%, following three rate cuts earlier this year, amidst fluctuating inflation rates and economic uncertainties [1][4]. Economic Indicators - The RBA has cut the benchmark interest rate three times in 2023, from a peak of 4.1% in February to the current 3.6% [1]. - The underlying inflation rate rose to 3% in Q3, up from 2.7% in Q2, while the overall inflation rate reached 3.2% due to the cessation of electricity subsidies [1][2]. - The unemployment rate increased from 4.3% in August to 4.5% in September, indicating a slight slowdown in employment growth [2]. Market Conditions - Private demand in Australia is recovering, contributing to a strengthening real estate market and rising housing prices [2]. - Despite a tight labor market, there are still high levels of job vacancies, indicating ongoing recruitment challenges for businesses [2]. Future Outlook - The RBA anticipates that the underlying inflation rate may exceed 3% in the coming quarters before stabilizing at 2.6% by 2027 [1]. - Economic activity and inflation outlooks face uncertainties due to both domestic and international factors, including potential changes in private demand and global economic conditions [3][4]. - The RBA remains cautious, noting that the full effects of previous rate cuts have yet to materialize, and will continue to monitor economic uncertainties closely [4].

Core Viewpoint - The National Bank of Kyrgyzstan has raised the benchmark interest rate by 75 basis points to 10% as of October 28, 2023, in response to inflationary pressures and economic conditions [1] Economic Indicators - Kyrgyzstan's inflation rate since 2025 stands at 6.2%, with an annualized inflation rate of 8.4% [1] - Current inflation is influenced by foreign market energy supply constraints, rising costs in certain service sectors, and strong consumer demand [1] Economic Growth Factors - The expansion of domestic financing channels has led to increased fixed capital investment, significantly boosting the construction industry [1] - Growth in household income due to active fiscal policies and increased remittance inflows remains a primary driver of domestic demand [1] Monetary Policy - The National Bank of Kyrgyzstan is implementing a balanced monetary credit policy and continues to assess both internal and external inflation factors [1] - The bank does not rule out adjustments to current monetary policy in response to risks affecting price stability [1]

Core Viewpoint - The Central Bank of Russia has decided to lower the key interest rate by 50 basis points to an annualized rate of 16.50% [1] Summary by Relevant Sections - **Interest Rate Decision** - The key interest rate has been reduced by 50 basis points [1] - The new annualized rate is now 16.50% [1] - **Inflation Indicators** - The core inflation measure has not shown significant changes [1] - The annual growth rate remains above 4% [1]

Core Insights - By September 2025, the global payment share of the Renminbi is projected to reach 3.17%, ranking it as the fifth most active currency globally, an increase from the previous 2.93% [1] - FTSE Russell has updated the inclusion criteria for the FTSE China Onshore Renminbi Bond Index, with significant adjustments set to take effect in November this year, potentially adding 3,482 bonds valued at 11.21 trillion Renminbi to the index [1] - The Bank of Korea has maintained its benchmark interest rate at 2.5% for the third consecutive time, citing concerns over rising real estate prices and increasing mortgage loans that could exacerbate financial instability [1] Market Dynamics - The Dow Jones Industrial Average rose by 0.31% to 46,734.61 points, the S&P 500 increased by 0.58% to 6,738.44 points, and the Nasdaq Composite climbed by 0.89% to 22,941.8 points [3] - COMEX gold futures increased by 1.91% to $4,143.2 per ounce, while COMEX silver futures rose by 2.03% to $48.65 per ounce [4] - U.S. crude oil futures saw a significant rise of 5.56% to $61.75 per barrel, and Brent crude oil futures increased by 5.38% to $65.96 per barrel [5] Economic Indicators - The U.S. existing home sales slightly increased to an annualized rate of 4.06 million units in September, marking the highest level in seven months [2] - The Turkish central bank has lowered its benchmark interest rate by 100 basis points from 40.5% to 39.5%, aligning with market expectations and marking the third rate cut since July [2]