周三,澳元微涨至0.660美元左右,触及三周来的最高水平,因为通胀数据比预期更热后,投资者大幅减少了对下周降息的押注。2025年9月,澳大利亚月度CPI同比增长3.5%,高于8月的3%,高于3.1%的预期,为2024年7月以来的最高水平。经济好转主要是由于住房和交通成本上涨,使通货膨胀率高于澳大利亚储备银行2-3%的目标范围。核心通胀率也高于预期,削减后的平均CPI比上一季度上涨1%,每年上涨3%,这是自2022年12月以来的首次上涨。最新数据强化了一种观点,即尽管劳动力市场出现降温迹象,但价格压力仍然持续存在,促使投资者大幅减少对进一步宽松政策的押注。市场现在认为,澳大利亚储备银行在11月4日的会议上保持3.6%现金利率的可能性接近90%。
The Australian dollar inched higher to around $0.660 on Wednesday, hitting its highest level in three weeks, as investors sharply pared back bets on a rate cut next week after inflation data came in hotter than expected. Australia’s monthly CPI rose 3.5% year-on-year in September 2025, up from 3% in August and above expectations of 3.1%, marking the highest level since July 2024. The upturn was mainly driven by higher housing and transport costs, keeping inflation above the Reserve Bank of Australia’s 2–3% target range. Core inflation also rose more than expected, with the trimmed mean CPI up 1% from the previous quarter and 3% annually, the first time it increased since December 2022. The latest figures reinforced the view that price pressures remain persistent despite signs of a cooling labor market, prompting investors to significantly scale back bets on further easing. Markets now price in a nearly 90% chance the RBA will hold the 3.6% cash rate at its November 4 meeting.