由于中东紧张局势升级抑制了风险偏好,澳大利亚10年期政府债券收益率跌至4.24%左右,回落至六周低点。随着冲突进入第五天,以色列和伊朗开始了新一轮的袭击。据报道,德黑兰敦促几个国家向美国施压,要求立即停火,但以色列表示没有兴趣。在国内,重点是本周晚些时候公布的关键就业数据。劳动力市场保持了令人惊讶的弹性,另一份强劲的报告可能会挑战市场对下个月降息的预期,目前降息幅度为75%。在一系列令人失望的经济指标之后,这些数据将受到密切关注,包括低于预期的第一季度GDP、5月份商业活动疲软以及尽管上个月降息但消费者支出谨慎。
Australia’s 10-year government bond yield fell to around 4.24%, moving back toward a six-week low as escalating Middle East tensions dampened risk appetite. Israel and Iran have begun a new round of attacks as their conflict enters its fifth day. Tehran has reportedly urged several countries to pressure the US for an immediate ceasefire, but Israel signaled no interest. Domestically, focus is on key jobs data due later this week. The labor market has remained surprisingly resilient, and another strong report could challenge market expectations for a rate cut next month, currently priced at 75%. The data will be closely watched following a string of disappointing economic indicators—including weaker-than-expected Q1 GDP, subdued business activity in May, and cautious consumer spending despite last month’s rate cut.