澳大利亚8月CPI同比上涨3% 今年以来，澳大利亚央行已于2月、5月和8月完成三次降息。分析认为，澳央行可能最早于今年11月宣 布再次降息。(完) 来源：中国新闻网 中新社悉尼9月24日电 澳大利亚统计局24日发布数据显示，该国8月份消费者价格指数(CPI)同比上涨 3%。 澳大利亚统计局价格统计主管米歇尔·马夸特(Michelle Marquardt)表示，这一涨幅高于7月份的2.8%，为 2024年7月后的最高水平。 数据显示，住房、食品与非酒精饮料以及烟酒等领域是推动澳8月CPI同比上涨的主要因素。8月澳大利 亚住房价格同比涨幅为4.5%，其中电费同比上涨24.6%。马夸特表示，电费上涨主要与昆士兰州、西澳 大利亚州和塔斯马尼亚州的政府电费补贴措施的结束有关。 在扣除水果、蔬菜和汽车燃料等波动性价格项目以及假日旅游消费项目后，澳大利亚8月CPI同比上涨 3.4%，高于7月的3.2%。作为澳大利亚储备银行(央行)重点关注的基础通胀率指标，澳8月截尾均值通胀 率则从7月的2.7%降至2.6%。 澳大利亚国库部长查默斯发表声明表示，尽管全球经济不确定性加剧，但8月基础通胀率仍处于澳央行 设定的2%至3%的目标 ...

Group 1 - The Tokyo stock market saw significant gains on August 12, with the Nikkei 225 index rising by 2.15% and the Tokyo Stock Exchange index increasing by 1.39%, indicating a recovery in investor sentiment following U.S.-Japan tariff negotiations [1] - The Bank of Japan's recent monetary policy meeting suggested a potential interest rate hike by the end of the year, driven by inflation concerns, despite the current economic environment not supporting immediate rate increases [2][3] - Japan's inflation rate of 3.3% in June is higher than that of the U.S. and Eurozone, yet the Bank of Japan maintains a low interest rate of 0.5%, which is seen as a contributing factor to the persistent inflation above the central bank's target [2][3] Group 2 - The Bank of Japan's leadership emphasizes the need to assess the impact of global trade policies on the domestic economy before making any decisions on interest rate hikes, indicating a cautious approach due to uncertainties surrounding U.S. tariff policies [3][4] - Recent increases in food prices in Japan are attributed to a significant rise in labor costs, which now account for over 50% of the price increase, contrasting with previous inflationary pressures that were primarily due to raw material costs [4] - The Bank of Japan's outlook report suggests that interest rates will not be raised during economic slowdowns, and any potential hikes will depend on clear signs of economic improvement [5][6]

Core Viewpoint - The Reserve Bank of Australia (RBA) has lowered the benchmark interest rate by 25 basis points to 3.6%, marking the third rate cut in 2023 following previous reductions in February and May [1] Economic Conditions - Since reaching a peak in May 2022, inflation in Australia has significantly decreased, with the underlying inflation rate for the second quarter at 2.7%, aligning with expectations. The overall inflation rate dropped to 2.1%, also meeting forecasts [1] - The RBA acknowledges ongoing uncertainties in the global economy, particularly due to trade policies that may negatively impact economic activity and consumer spending in Australia [2] - Domestic economic indicators show a recovery in private demand and real household income, but the labor market remains tight, with labor supply constraints affecting many businesses [2] Monetary Policy Outlook - The RBA believes that further gradual easing of the benchmark interest rate could help bring the underlying inflation rate closer to the midpoint of the target range of 2-3% [1][3] - There is uncertainty regarding the lagging effects of recent rate cuts and how businesses' pricing decisions and wage adjustments will influence overall demand and supply balance [3] - The RBA maintains a cautious outlook due to uncertainties in total demand and potential supply, while emphasizing its commitment to achieving price stability and full employment [3]

Core Viewpoint - The Governor of the Bank of Japan, Kazuo Ueda, stated that the underlying inflation rate is expected to gradually align with the bank's price target in the latter half of the three-year forecast period [1] Group 1 - The Bank of Japan is focusing on achieving its price target through monitoring inflation trends [1] - The statement indicates a positive outlook for inflation stabilization in Japan [1] - The forecast period mentioned spans three years, suggesting a long-term approach to monetary policy [1]

Core Viewpoint - The article highlights that while consumers have not yet felt the pressure from tariffs, businesses may significantly increase prices in the coming months due to rising costs associated with tariffs [1] Group 1: Inflation and Economic Indicators - In May, the core inflation rate in the U.S. was below expectations for the fourth consecutive month, indicating that companies are managing to limit the extent to which tariff-related cost increases are passed on to consumers [1] - Following the report, U.S. Treasury yields rose, the dollar fell, and S&P 500 futures increased, suggesting a market reaction to the inflation data [1] - Traders believe there is a 75% chance that the Federal Reserve will lower interest rates before September, influenced by a series of lower-than-expected inflation data [1] Group 2: Tariff Impact on Businesses - Economists anticipate that businesses will raise prices more significantly in the coming months, partly due to the challenges of protecting consumers from increased costs if tariffs are raised [1] - The article suggests that the most punitive tariffs may have been temporarily paused, or that companies have so far absorbed the additional costs without passing them on to consumers [1]

Core Viewpoint - The Bank of Japan's Governor Kazuo Ueda stated that Japan's core inflation rate remains below the central bank's target of 2% [1] Group 1 - The Bank of Japan anticipates that price pressures driven by rising costs, such as the increase in rice prices, will dissipate [1]

Core Viewpoint - The Governor of the Bank of Japan, Kazuo Ueda, stated that the underlying inflation rate is gradually accelerating due to rising wages [1] Group 1 - The Bank of Japan is observing a trend where wage increases are contributing to a rise in the core inflation rate [1] - This development indicates a potential shift in the economic landscape, as sustained wage growth may lead to higher consumer spending and inflationary pressures [1] - The comments from the Bank of Japan's Governor suggest a more optimistic outlook on inflation dynamics in Japan [1]