澳新银行罗伊摩根消费者信心指数从6月的98.8降至7月的94.7，延续了最近的波动趋势，并表明经济持续疲软。这一下降表明，从去年的衰退中复苏缓慢，活动指标疲软，6月份季度GDP和就业可能出现收缩。消费者支出仍然疲软，因为表示现在是购买大件商品的好时机的家庭比例降至-8，而房地产市场继续停滞不前。通胀预期上升至5.1%，为2023年4月以来的最高水平，主要原因是食品、保险和公用事业等必需品的成本上涨。对个人财务和经济状况的看法进一步恶化，影响了未来的情绪。然而，宽松的抵押贷款利率和强劲的农业收入可能会在未来几个月提供一些支持，可能为新西兰储备银行降息以帮助复苏铺平道路。
The ANZ-Roy Morgan Consumer Confidence index fell to 94.7 in July from 98.8 in June, continuing its recent volatile trend and signaling persistent economic weakness. The decline points to a sluggish recovery from last year’s recession, with weakening activity indicators and possible contractions in both GDP and employment in the June quarter. Consumer spending remains soft, as the share of households saying it’s a good time to buy a major item fell to -8, while the housing market continues to stagnate. Inflation expectations rose to 5.1%—the highest since April 2023—driven by rising costs in essentials such as food, insurance, and utilities. Perceptions of personal finances and economic conditions deteriorated further, weighing on future sentiment. However, easing mortgage rates and strong farm incomes may offer some support in the coming months, potentially paving the way for RBNZ rate cuts to aid the recovery.
