金十数据7月30日讯，最新数据显示，澳大利亚第二季度核心通胀率进一步降温，为澳洲联储最早于8月 启动货币政策宽松提供了更强依据。澳大利亚统计局周三公布的数据显示，备受关注的剔除极端波动项 后的核心通胀率在第二季度环比上涨0.6%，低于预期的0.7%。同比来看，该指标从第一季度的2.9%回 落至2.7%，符合市场预期。由于政府补贴等因素压低了整体通胀数据，使其难以真实反映经济中的价 格压力，澳洲联储更关注核心通胀指标。此次核心通胀率进一步回落至2.7%，且仅在第一季度就进入 了澳洲联储设定的2%-3%目标区间，表明决策层现在可以将政策重心从抑制通胀逐步转向支持经济增 长。 澳大利亚核心通胀降温，为澳洲联储降息提供有力支持 ...

金十数据7月29日讯，新加坡金管局本周可能会在今年首次维持货币政策不变，采取观望态度，因为政 策制定者在衡量即将到来的美国关税，这可能会拖累经济增长。机构调查的19位经济学家中，有14位预 测新加坡金管局周三将保持现有政策设定。包括高盛和美国银行在内的五家公司预计宽松周期将继续。 预期维持现状的预测者指出，新加坡的经济稳定是原因之一。本月的初步增长估计显示，该国躲过了技 术性衰退，制造业、服务出口和建筑业引领了高于预期的增长。马银证券的经济学家Chua Hak Bin认 为，考虑到经济前景的韧性以及温和但稳定的核心通胀，新加坡金管局预计将在今年剩余时间内保持现 有政策设置不变。 调查：新加坡金管局本周料按兵不动 ...

Group 1 - The overall core inflation is largely in line with the target set by the European Central Bank [1] - Most long-term inflation expectations are around 2% [1] - Labor costs are continuing to trend towards moderation [1] Group 2 - Wage growth is expected to further slow down [1] - The economic outlook faces downside risks [1]

Core Insights - The European Central Bank (ECB) President Christine Lagarde stated that overall core inflation is in line with targets, indicating a stable inflation environment [1] - Labor costs are continuing to ease, suggesting potential for improved economic conditions and consumer spending [1] Economic Indicators - Core inflation metrics are meeting the ECB's objectives, which may influence future monetary policy decisions [1] - The easing of labor costs could lead to a more favorable economic outlook, potentially impacting wage growth and consumer confidence [1]

Group 1 - The European Central Bank (ECB) President Christine Lagarde stated that overall core inflation is in line with targets [1] - Labor costs continue to ease, indicating a potential slowdown in wage growth [1] - Wage growth is expected to further decelerate, which may impact consumer spending and economic growth [1]

Core Viewpoint - The chief economist of ING, Carsten Brzeski, maintains the expectation that the European Central Bank (ECB) will lower interest rates in September after a pause in today's meeting [1] Group 1 - Core inflation and service sector inflation remain above 2%, providing the ECB with little reason to move away from its current "comfort zone" [1] - If two more weak inflation data points emerge over the summer, along with hard data consistently underperforming soft data, a final rate cut may be seen in the September meeting [1]

Group 1 - The European Central Bank (ECB) is prepared to adjust all tools as necessary [1] - The assessment of information and inflation is largely consistent [1] - Future monetary policy stance will be determined by data [1] Group 2 - The economy has shown overall resilience to date [2] - Asset purchase programs and emergency pandemic bond purchases are decreasing at a measured and predictable pace [2] - Decisions will be based on core inflation and transmission strength [2]

Core Viewpoint - The Reserve Bank of Australia's Governor, Philip Lowe, emphasizes the need for data to support the forecast that core inflation will slow to 2.5% [1] Group 1 - The RBA is closely monitoring economic indicators to validate its inflation predictions [1] - Lowe's comments suggest a cautious approach to monetary policy adjustments based on incoming data [1] - The central bank's inflation target remains a critical focus for future economic strategies [1]

Core Insights - The Reserve Bank of Australia's Governor, Philip Lowe, indicated that core inflation in the second quarter may not have slowed as initially expected [1] - June data suggests that the labor market is moving further towards a balanced state [1]

日本央行副行长内田真一：将关注这些上行和下行压力对价格的影响，以及其对核心通胀的影响。 ...