周二，澳元兑美元汇率跌破0.658美元，扭转了前一交易日的涨势，因为投资者权衡了令人失望的PMI数据。闪电估计显示，9月份的综合采购经理人指数从8月份的55.5降至52.1。虽然这标志着连续第十二个月的扩张，但也标志着这一时期增长速度最慢，制造业（51.6比53）和服务业（52比55.8）都显示出减速的迹象。市场现在关注的是周三的月度CPI指标，该指标将澄清7月份的通胀飙升是由于电力补贴的终止还是更广泛的价格压力。如果通胀居高不下或加速，对澳大利亚储备银行降息的预期可能会推迟到明年。行长米歇尔·布洛克周一指出，虽然最近的数据符合预期，但澳大利亚储备银行仍对不断变化的情况保持警惕。她补充说，最近的降息应该会支持支出，但全球前景仍然“不确定和不可预测”

The Australian dollar weakened past $0.658 on Tuesday, reversing gains from the previous session, as investors weighed the underwhelming PMI data. Flash estimates revealed that the composite PMI fell to 52.1 in September, from 55.5 in August. While this marked the twelfth straight month of expansion, it also signaled the slowest pace of growth in that stretch, with both the manufacturing (51.6 vs 53) and services (52 vs 55.8) sectors showing signs of deceleration. Market focus is now on Wednesday’s Monthly CPI indicator, which will clarify if July’s inflation spike was due to ending electricity subsidies or broader price pressures. If inflation stays high or accelerates, expectations for RBA rate cuts could be delayed well into next year. Governor Michele Bullock noted Monday that while recent data have met expectations, the RBA remains alert to changing conditions. She added that recent rate cuts should support spending, but global outlooks remain “uncertain and unpredictable.”