澳大利亚10年期政府债券收益率稳定在3.84%左右，投资者继续评估澳大利亚储备银行的货币政策前景。央行一直保持鹰派立场，劝阻市场不要为今年的降息定价。本月早些时候，澳大利亚储备银行行长米歇尔·布洛克强调，由于通货膨胀率仍然过高，考虑降息还为时过早。助理州长莎拉·亨特最近也表示，相对于充分就业，劳动力市场仍然紧张，就业预计将继续增长，但速度低于人口增长。投资者现在正在等待本周的就业报告，以衡量劳动力市场的健康状况及其对国内货币政策的潜在影响。与此同时，市场注意力也将集中在美联储本周晚些时候预期的降息上。

Australia's 10-year government bond yield stabilized at around 3.84% as investors continued to assess the Reserve Bank of Australia’s monetary policy outlook. The central bank has maintained a hawkish stance, dissuading the market from pricing in cuts this year. Earlier this month, RBA Governor Michele Bullock emphasized that it is too soon to consider rate cuts as inflation remained too high. Assistant Governor Sarah Hunter also recently said that the labor market is still tight relative to full employment, with employment expected to continue rising but at a slower pace than population growth. Investors are now awaiting the country’s jobs report this week to gauge the health of the labor market and its potential implications on the domestic monetary policy. Meanwhile, market attention will also be focused on an expected interest rate cut by the US Federal Reserve later this week.

澳元兑美元汇率升至0.67美元上方，徘徊在一周高点附近，因为美元在美联储本周预期降息之前走弱。市场目前预计，美联储本周将大幅降息50个基点的可能性更大。澳元也受到大宗商品价格走强的提振，黄金创下历史新高。在国内货币政策方面，澳大利亚储备银行行长米歇尔·布洛克最近表示，由于通货膨胀率仍然过高，考虑降息还为时过早。澳大利亚储备银行助理行长Sarah Hunter也表示，劳动力市场仍然紧张，但他指出，有迹象表明工资增长可能已经超过峰值，并将进一步放缓。

The Australian dollar strengthened above $0.67, hovering near a one-week high as the US dollar weakened ahead of an expected interest rate cut from the Federal Reserve this week. Markets are currently pricing in a higher chance that the Fed will deliver a larger 50 basis point rate reduction this week. The Aussie was also lifted by stronger commodity prices, with gold scaling new record highs. On the domestic monetary policy front, Reserve Bank of Australia Governor Michele Bullock said recently that it is too soon to consider rate cuts as inflation remains too high. RBA Assistant Governor Sarah Hunter also said that the labor market remains tight, but noted that there were signs wage growth was likely past its peak and set to slow further.

标准普尔/澳交所200指数周一上涨0.5%，至8140点左右，创下历史新高，黄金股在金价上涨中领涨。澳大利亚股市也追随周五以来华尔街的涨势，因越来越多的人猜测美联储将在本周的政策会议上选择大幅降息半个百分点。与此同时，投资者期待着本周晚些时候公布的一系列澳大利亚就业数据，以衡量劳动力市场的健康状况以及对国内货币政策的潜在影响。北方之星资源公司（2.8%）、Evolution Mining（4.1%）和纽蒙特公司（1.5%）领涨黄金矿商。Appen Ltd（5.5%）、Wisetech Global（2%）和Seek Ltd（1.4%）等科技股也表现突出。

The S&P/ASX 200 Index climbed 0.5% to around 8,140 on Monday, marching toward all-time highs, with gold stocks leading the charge amid rallying bullion prices. Australian shares also tracked gains on Wall Street from Friday driven by growing speculation that the Federal Reserve will opt for a jumbo half-point rate cut at this week’s policy meeting. Meanwhile, investors look forward to a slew of Australian jobs data due later this week to gauge the health of the labor market and the potential implications on domestic monetary policy. Gains among gold miners were led by Northern Star Resources (2.8%), Evolution Mining (4.1%) and Newmont Corp (1.5%). Notable performances were also observed in technology stocks like Appen Ltd (5.5%), Wisetech Global (2%) and Seek Ltd (1.4%).

澳元升值超过0.67美元，触及一周高点，因全球风险资产反弹提振了市场情绪。大宗商品价格走强也推高了澳元，因为澳大利亚是铁矿石、黄金和石油等主要大宗商品的净出口国。此外，澳大利亚储备银行（Reserve Bank of Australia）一直保持鹰派前景，澳联储行长米歇尔·布洛克（Michele Bullock）上周表示，由于通胀仍然过高，考虑降息还为时过早。澳大利亚储备银行助理行长Sarah Hunter本周也表示，劳动力市场仍然紧张，但指出有迹象表明工资增长可能已经超过峰值，并将进一步放缓。澳元也受益于美元的广泛下跌，因为人们越来越期待美联储下周可能会降息50个基点。

The Australian dollar appreciated past $0.67, hitting a one-week high as a global rally in risk assets boosted sentiment. Stronger commodity prices also lifted the currency as Australia is a net exporter of major commodities such as iron ore, gold and oil, among others. Moreover, the Reserve Bank of Australia has maintained a hawkish outlook, with RBA Governor Michele Bullock saying last week that it is too soon to consider rate cuts as inflation remains too high. RBA Assistant Governor Sarah Hunter also said this week that the labor market remains tight, but noted that there were signs wage growth was likely past its peak and set to slow further. The Aussie also benefited from a broad decline in the US dollar amid growing expectations that the Federal Reserve could deliver a bigger 50 basis point rate cut next week.