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周二,澳大利亞央行重申,短期內不太可能降息,並將政策利率維持在4.35%。然而,央行通過表示沒有討論進一步的貨幣緊縮,緩和了其鷹派立場。行長米歇爾·布洛克指出,盡管董事會沒有積極考慮加息,但他們確實審議了是否需要調整鷹派溝通策略。

(澳大利亞央行現金利率,來源:Forex Factory)
政策將保持足夠的限制性,直到董事會確信通脹正朝著目標區間可持續地邁進。市場參與者大多預期央行會作出保持利率不變的決定,因為核心通脹仍然居高不下,勞動力市場表現依舊強勁。上季度核心通脹率仍然停留在3.9%,同時就業崗位大量增加,這表明政策放松並不緊迫,與上周美聯儲為預防潛在失業大幅增加而降息50個基點的舉措不同。
澳大利亞央行在降息方面已經落後于其他央行,政治壓力也在增加,要求政策轉向寬松。此外,澳元因中國積極的刺激計劃而達到數月以來的高點,風險偏好得到了提振。全球市場受到中國最新一輪支持措施的鼓舞,包括大幅降息和對股市的支持,提升了投資者的信心。
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隨時隨地留意市場動態
市場易受供求關系變化的影響
對關注價格波動的投資者極具吸引力
流動性兼顧深度與多元化,無隱藏費用
無對賭模式,不重新報價
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