【导读】澳洲联储现金利率上调25个基点至3.85%，符合市场预期 消息公布后，澳元直线冲高，涨超1%。 | 〈 | 澳元兑美元 | | | | | --- | --- | --- | --- | --- | | | AUDUSD.FX | | | | | 0.70176 | 前收 | | 开盘 | 0.69485 | | +0.00701 +1.01% | 英品 | 0.70177 | 买入 > | 0.70176 | | 最高 0.70221 | 今年来 | 5.16% | 20 日 日 2 | 4.51% | | 最低 0.69446 | 10 日 | 4.51% | 60 日 | 7.37% | | સ્ત્રેન્વે | | 五日 日Ｋ 周Ｋ 月Ｋ 更多 | | (0) | | 叠加 | | | 均价: -- CONTRACT / V. VIJU | 0 | | 0.70220 | | | | | | | | | 22:47 0.70174 22:47 0.70174 0.00% | 0 0 | | | | | 22:47 0.70174 | 0 | | 174 ---- | | | 22:47 0 ...

决定公布后，澳大利亚三年期国债收益率上涨近11个基点至4.35%，澳元兑美元一度上涨1.1%至 0.7023。 澳大利亚央行周二上调关键利率，成为今年首个加息的主要央行，因其认为国内通胀压力持续存在，需 要再次采取限制性措施。 根据一份声明，澳大利亚央行委员会将现金利率从3.6%上调至3.85%，抵消了去年三次降息中的一次。 在2026年的首次会议上，由九名委员组成的委员会一致决定放松货币政策，行长Michele Bullock将于当 地时间下午3点30分在悉尼举行新闻发布会。 "近几个月来的大量数据已确认，2025年下半年通胀压力显著上升，"制定利率的委员会在声明中表 示。"显然，私人需求增长速度超出预期。" 责任编辑：王永生 澳大利亚央行周二上调关键利率，成为今年首个加息的主要央行，因其认为国内通胀压力持续存在，需 要再次采取限制性措施。 "近几个月来的大量数据已确认，2025年下半年通胀压力显著上升，"制定利率的委员会在声明中表 示。"显然，私人需求增长速度超出预期。" 决定公布后，澳大利亚三年期国债收益率上涨近11个基点至4.35%，澳元兑美元一度上涨1.1%至 0.7023。 责任编辑：王永生 根据 ...

澳大利亚联储正面临一个令人不安的前景：在不到六个月前刚刚降息后，其本周可能将逆全球趋势而 行，掉头恢复加息以抑制复燃的通胀。 经济学家预计，澳洲联储将于周二将其现金利率上调25个基点至3.85%，隔夜指数掉期市场也强化了这 一观点。这一政策转向是由顽固的价格压力所驱动，而意外的失业率下降则加剧了这种压力。 "通胀是一个清晰而现实的危险，现在通过上调政策利率来应对这一危险是最恰当的反应，"GSFM的投 资策略师斯蒂芬·米勒表示。"若不这样做，很可能将导致未来不得不更激进地使用政策利率工具。" 澳洲联储的决议出台之际，全球货币政策路径正日益分化。美联储以及一些亚洲新兴经济体准备降息， 而欧元区很可能维持利率不变，日本则可能进一步收紧政策。 去年第三季度通胀意外上行后，市场对澳洲联储政策的预期在去年年底开始转变，促使董事会采取了更 鹰派的语调，行长米歇尔·布洛克几乎排除了进一步降息的可能性。尽管当时一些经济学家已开始预警2 月加息的风险，但多数人仍预期央行将长期按兵不动。 周一的数据显示，澳大利亚的招聘广告——一个前瞻性的就业指标——录得了自2022年2月以来最强劲 的月度增长。另一份数据则显示，澳大利亚1月份房价 ...

Core Viewpoint - Global central banks are entering a new phase of policy adjustment characterized by unprecedented divergence, with Japan initiating asset reduction, the Federal Reserve implementing preventive rate cuts, while the European and UK central banks remain cautious amid persistent inflation pressures [1][18]. Central Bank Policy Summary Federal Reserve (Fed) - The Fed lowered the federal funds rate target range by 25 basis points to 4.0%-4.25% as a risk management measure, citing a slowdown in economic growth and a cooling labor market [3][4]. - The decision was influenced by a combination of high inflation and weakening employment, with the core PCE index rising to 2.9% in August [3][4]. - Fed Chairman Powell emphasized that future policy decisions will be made on a meeting-by-meeting basis without preset paths [5]. Bank of Japan (BOJ) - The BOJ maintained its policy rate at 0.5% but announced an annual reduction plan for its substantial ETF and J-REITs holdings, starting with approximately 620 billion yen (about 4.2 billion USD) [6][7]. - This marks a significant step towards normalizing the ultra-loose monetary policy that has been in place for over a decade [6]. - The BOJ's core CPI rose by 2.7% year-on-year in August, indicating persistent inflationary pressures despite a slight decline from July [7]. European Central Bank (ECB) and Bank of England (BoE) - The ECB kept its deposit rate at 2%, citing strong economic resilience in the Eurozone and inflation nearing the 2% target [9][10]. - The BoE also maintained its rate at 4%, highlighting significant medium-term inflation pressures despite a slight GDP growth [11][12]. - Both central banks are cautious about further easing due to persistent inflation risks and geopolitical uncertainties [10][11]. Other Central Banks - The Bank of Canada cut its benchmark overnight rate by 25 basis points to 2.5% to address the economic impact of U.S. tariffs, with a focus on balancing economic and inflation risks [14][15]. - The Reserve Bank of Australia reduced its cash rate to 3.6%, indicating a cautious approach to further easing based on economic data and external risks [16][17]. Global Monetary Policy Landscape - The global monetary policy environment is shifting towards a phase of high uncertainty, with central banks facing complex challenges including inflation dynamics, external risks from trade policies, and political instability [18]. - The divergence in policy approaches among major central banks reflects a transition from coordinated actions to a more nuanced, differentiated strategy in response to varying economic conditions [18].

Group 1 - The Reserve Bank of Australia (RBA) has lowered the cash rate by 25 basis points to 3.6%, marking the third rate cut this year, totaling a reduction of 75 basis points [1][2] - Inflation in Australia has significantly decreased since its peak in 2022, with June inflation at 2.1% and an expected annual inflation of 2.7%, approaching the target range of 2%-3% [2][5] - The RBA emphasizes the importance of maintaining price stability and full employment, considering further monetary easing appropriate as inflation continues to decline [5] Group 2 - The Australian dollar fell to 0.6505 against the US dollar following the RBA's decision, and the yield on three-year Australian government bonds dropped to 3.41% [6] - Global central banks are taking divergent paths in their monetary policies, with the Bank of England cutting rates to 4% while the European Central Bank has opted to keep rates unchanged [7][8] - The Canadian central bank maintained its policy rate at 2.75%, citing uncertainties from US tariff policies, while the Federal Reserve is also under pressure to consider rate cuts [8][9]

Core Viewpoint - The New Zealand shadow committee recommends maintaining the cash rate unchanged this week [1] Group 1 - The recommendation reflects the committee's assessment of current economic conditions [1]