纽币/瑞郎 (NZDCHF) 加自选

2025年9月，新西兰新住宅的建筑许可环比增长7.2%，高于8月的6.1%，标志着连续第三个月增长。这是自5月以来的最快速度，经季节性调整后，批准数量达到3339套。总共包括1634套联排别墅、公寓和单元、436套公寓和76套退休村单元。截至2025年9月，共有34882套新房获得批准，与截至2024年9月的一年相比增长了3.6%。2025年第三季度，共有10079套新房获得批准，比2024年第二季度增长9.8%。

Building consents for new dwellings in New Zealand rose 7.2% month-on-month in September 2025, picking up from a 6.1% increase in August and marking the third consecutive monthly gain. It was the fastest pace since May, with approvals reaching 3,339 units on a seasonally adjusted basis. The total comprised 1,634 townhouses, flats, and units, 436 apartments, and 76 retirement village units. In the year ended September 2025, 34,882 new homes were consented, representing a 3.6 percent increase compared to the year ended September 2024. In Q3 2025, there were 10,079 new homes consented, up 9.8% compared with Q2 2024.

新西兰元50指数在新的一个月的第一个交易日下跌19点，跌幅0.2%，至13532点，结束了六个交易日的连胜，因为上周该指数触及两周高点后，交易员获利回吐。与此同时，在亚马逊强劲盈利的支撑下，华尔街周五公布每周和每月上涨后，美国期货几乎没有变化。在当地，新西兰10月消费者信心略有减弱，投资者等待本周晚些时候公布的第三季度劳动力市场数据，此前第二季度失业率微升至5.2%，为2020年第三季度以来的最高水平，参与率降至70.5%，为四年多来的最低水平。最新数据显示，9月份该岛国的建筑许可证增长了7.2%，为四个月来最快增长，抵消了损失。电子科技、耐用消费品和物流股领跌，其中温顿置地有限公司（-3.1%）、新西兰Channel Infrastructure（-1.1%）和Skellerup Holdings（-0.9%）跌幅显著。

The NZX 50 fell 19 points, or 0.2%, to 13,532 on the first trading day of a new month, snapping a six-session winning streak as traders booked profits after the index hit a two-week high last week. Meanwhile, U.S. futures were little changed after Wall Street posted weekly and monthly gains on Friday, supported by strong earnings from Amazon. Locally, New Zealand’s October consumer confidence weakened slightly, while investors awaited Q3 labor market data due later this week after the jobless rate edged up to 5.2% in Q2, the highest since Q3 2020, with the participation rate dipping to 70.5%, the weakest in over four years. Losses were offset by fresh data showing building permits in the island nation jumped 7.2% mom in September, the fastest growth in four months. Electronic tech, consumer durables, and logistics stocks led declines, with notable drops in Winton Land Ltd. (-3.1%), Channel Infrastructure NZ (-1.1%), and Skellerup Holdings (-0.9%).

新西兰建筑许可证，2025年9月：+7.2%m/m（之前为+6.1%）。新西兰建筑许可，2025年9月：同比增长7.2%+6.1%+27.3%，高于去年同期。数据来自新西兰统计局。

New Zealand Building Permits, September 2025: +7.2% m/m (prior +6.1%).New Zealand Building Consents, September 2025: +7.2% prior +6.1% +27.3& for the y/y percent higher than the same month a year ago. Data from Statistics New Zealand.

瑞士10年期政府债券收益率在10月底触及0.12%，为2022年3月以来的最低水平，此前瑞士国家银行发表了鸽派言论，美联储发出了谨慎信号。瑞士国家银行官员Tschudin周四重申，央行的货币政策仍然是扩张性的，通胀预计将保持在价格稳定范围内。她还指出，瑞士央行准备在必要时干预货币市场，并在条件允许的情况下考虑重新引入负利率。尽管利率处于2022年以来的最低水平，但几个月来通货膨胀率一直低于瑞士央行0-2%目标的下限。在美国，美联储主席鲍威尔强调，在12月的会议上进一步降息“远非板上钉钉”。同样，将在2026年对利率决定进行投票的达拉斯联邦储备委员会主席洛根表示，目前的经济前景并不要求降息。

The Swiss 10-year government bond yield touched 0.12% at the end of October, its lowest level since March 2022, following dovish comments from the Swiss National Bank and cautious signals from the US Fed. SNB official Tschudin reiterated on Thursday that the central bank’s monetary policy remains expansive and that inflation is expected to stay within the price-stability range. She also noted that the SNB is ready to intervene in the currency market if needed and would consider reintroducing negative interest rates should conditions warrant. Despite interest rates being at their lowest since 2022, inflation has remained below the lower bound of the SNB’s 0–2% target for several months. In the US, Fed Chair Powell emphasized that a further rate cut at the December meeting is “far from a foregone conclusion.” Similarly, Dallas Federal Reserve President Logan, who will vote on rate decisions in 2026, said the current economic outlook does not call for cutting rates.