现货黄金 (Gold) 加自选

2024年4月，澳大利亚经季节性调整的失业率从上月的3.9%上升至4.1%，高于市场预测的3.9%。这是自1月份以来的最高失业率，失业人数增加了30.3万人，达到60.42万人，寻求全职工作的人数增加了137000人，达到38.75万人，寻找兼职工作的人数增长了166000人，到21.67万人。与此同时，就业人数增加了3850万，达到1430万，超过了市场普遍认为的2370万。兼职就业人数增加了4460万人，达到445万人，而全职就业人数减少了610万人，减少到984万人。参与率为66.7%，略高于3月份的66.6%，而预测为66.6%。就业不足率从6.5%小幅上升至6.6%，仍比2020年3月低2.1个百分点。此外，所有工作岗位的月工作时间保持不变，为1962万小时。

Australia's seasonally adjusted unemployment rate increased to 4.1% in April 2024 from an upwardly revised 3.9% in the previous month and above market forecasts of 3.9%. It marked the highest jobless rate since January, as the number of unemployed individuals increased by 30.3 thousand to 604.2 thousand, with those seeking full-time jobs adding by 13.7 thousand to 387.5 thousand and those looking for part-time jobs rising by 16.6 thousand to 216.7 thousand. Meanwhile, employment advanced 38.5 thousand to 14.3 million, surpassing the market consensus of a 23.7 thousand gain. Part-time employment increased by 44.6 thousand to 4.45 million, while full-time employment decreased by 6.1 thousand to 9.84 million. The participation rate was at 66.7%, up slightly from 66.6% in March, compared to forecasts of 66.6%. The underemployment rate edged up to 6.6% from 6.5%, remaining 2.1 points lower than in March 2020. Additionally, monthly hours in all jobs were unchanged at 1,962 million.

周四，标准普尔/澳交所200指数上涨1.2%，至7850点左右，创下五周新高，并在美国通胀放缓迹象的推动下，追随华尔街隔夜创纪录的涨势。这些数据强化了人们对美联储将于9月开始降息的预期。金融股领涨，联邦银行（1%）、麦格理集团（1.9%）、澳新银行集团（1.3%）、西太平洋银行（1.1%）和澳大利亚国家银行（1.4%）涨幅强劲。权重矿业和能源股也因大宗商品价格走强而上涨，包括必和必拓集团（1%）、力拓（0.5%）、Fortescue（0.6%）、纽蒙特公司（1.3%）和伍德赛德能源公司（0.3%）。其他方面，Aristocrat Leisure在公布好于预期的盈利并提高中期股息后，股价飙升9%。

The S&P/ASX 200 Index jumped 1.2% to around 7,850 on Thursday, hitting five-week highs and tracking a record-setting rally on Wall Street overnight driven by signs of slowing US inflation. The data reinforced expectations that the US Federal Reserve will start cutting interest rates in September. Financial stocks led the charge, with strong gains from Commonwealth Bank (1%), Macquarie Group (1.9%), ANZ Group (1.3%), Westpac Banking (1.1%) and National Australia Bank (1.4%). Heavyweight mining and energy stocks also advanced on firmer commodity prices, including BHP Group (1%), Rio Tinto (0.5%), Fortescue (0.6%), Newmont Corp (1.3%) and Woodside Energy (0.3%). Elsewhere, Aristocrat Leisure surged 9% after posting better-than-expected earnings and raising its interim dividend.

ASX200指数点位升至5周高点7834.00点。在过去的4周里，澳大利亚股市指数（AU200）上涨了2.89%，在过去的12个月里上涨了8.26%。

ASX200 increased to a 5-week high of 7834.00 Index Points. Over the past 4 weeks, Australia Stock Market Index (AU200) gained 2.89%, and in the last 12 months, it increased 8.26%.

澳元在5月份升值至0.665美元，为四个月来的最高点，在通胀疲软和美国零售销售疲软支持美联储今年多次降息后，澳元追随G10货币的强劲势头。澳元还受到了对中国经济财政和货币支持预期增加的支持，此前北京方面采取了通过长期债券进行更大规模刺激的具体措施，旨在支持对澳大利亚主要贸易伙伴的海外销售，并增加外汇流入。与此同时，新数据显示，第一季度国内工资增长意外放缓，支持了澳大利亚储备银行的鸽派前景。此外，本周的年度预算显示，澳大利亚政府旨在通过花费数十亿美元削减能源账单和租金，同时降低所得税，缓解生活成本压力

The Australian dollar appreciated toward $0.665 in May, its highest in four months, and tracking the stronger momentum for G10 currencies after softening inflation and weak retail sales in the US supported bets of multiple rate cuts by the Federal Reserve this year. The Aussie also received support from increased expectations of fiscal and monetary support for the Chinese economy following Beijing’s concrete steps of larger stimulus through long-dated bonds, set to support foreign sales to Australia’s main trading partner and lift foreign currency inflows. In the meantime, new data showing that domestic wage growth unexpectedly slowed in the first quarter supported a dovish outlook for the RBA. Also, this week’s annual budget showed that the Australian government aims to ease costs of living pressures by spending billions to cut energy bills and rent, while reducing income taxes