经济学家指出，新西兰央行曾讨论更大幅度降息，显示其对就业、制造业和房地产市场疲软的担忧。 当地时间8月20日，新西兰央行宣布将官方现金利率下调25个基点至3.0%，为3年来最低水平。 新西兰总理克里斯托弗·拉克森称，这一举措是"对经济的重大刺激"，有助于减轻房贷家庭和企业压 力。 ...

Key Points - The financial market is set to experience a series of critical data releases and events this week, with a focus on the Reserve Bank of Australia's interest rate decision and the U.S. July Consumer Price Index (CPI) [1] - The Australian Reserve Bank unexpectedly maintained the official cash rate (OCR) at 3.85% in July, but market expectations lean towards a potential cut to 3.60% due to easing inflation and a declining employment report [3] - The U.S. July CPI data is anticipated to provide insights into inflation trends, especially after the unexpected underperformance of the non-farm payroll data, which has heightened expectations for a Federal Reserve rate cut in September [5] - The International Energy Agency (IEA) and the U.S. Energy Information Administration (EIA) will release their monthly energy outlook reports, which will offer guidance on oil demand, supply, and price forecasts [8] - The U.K. is expected to release GDP data for Q2 and June, with previous data indicating economic contraction, increasing pressure on the Bank of England to consider further rate cuts [9] - The Eurozone will also publish a revised GDP figure for Q2, with expectations of a modest growth rate of 0.1% [11] - Japan's GDP data for Q2 will be released, following a 0.7% year-on-year decline in Q1, raising concerns about the economic outlook and potential implications for the Bank of Japan's interest rate policy [12]

金十数据整理：每日全球外汇市场要闻速递（5月28日） 美元： 1. 美联储-巴尔金：消费者已开始预期通胀上升，这影响了市场情绪；但目前尚无证据表明这已导致消 费支出减少。威廉姆斯：美国储备水平仍然明显充裕，当遭遇重大冲击时，拥有储备作为缓冲至关重 要。对于新兴市场经济体而言，汇率是影响通胀和需求的一个非常重要的方面。 非美主要货币： 4. 新西兰联储主席霍克斯比：已就现金利率预测达成共识，但存在较高的不确定性，未来利率决策受事 态发展驱动。已接近中性水平，现在更多地是在摸索政策方向。 5. 西太平洋银行：现在预计新西兰联储将在8月份，而不是7月份，将官方现金利率下调至3%。 其他： 1. 匈牙利将基准利率维持在6.5%，符合市场预期。 2. 以色列央行行长：如果通胀趋于温和，或许可以提前启动降息。 3. 瑞典央行副行长扬松：如果目前的局势持续发展，克朗的升值可能会非常显著。 4. 波兰央行委员Duda：降息的合适时机将是在第三季度末，关于工资的进一步数据非常重要。 1. 欧洲央行管委霍尔茨曼：欧洲央行应至少将进一步降息计划推迟至9月。 2. 日本央行行长植田和男：许多关税谈判仍在进行中，包括美日之间的谈判，因 ...