澳大利亚私人调查显示，7月份月度通胀急剧加速，创19个月新高。墨尔本研究所的月度通胀指标在7月份飙升0.9%，创下19个月来最大月度涨幅。按年度计算，通货膨胀率从6月份的2.4%上升到2.9%，这表明经济再次面临价格压力。

Australian private survey monthly inflation accelerates sharply in July, hit 19-month high.The Melbourne Institute's monthly inflation gauge surged by 0.9% in July, marking the largest monthly increase in 19 months. On an annual basis, inflation rose to 2.9%, up from 2.4% in June, signalling renewed price pressures in the economy.

标准普尔/澳交所200指数周一小幅下跌0.2%，至8642点，延续了上周的跌幅，并追随了上周五华尔街的抛售。特朗普总统宣布对众多贸易伙伴征收10%至41%的新一轮互惠关税后，美国市场下跌。然而，澳大利亚避免了这些关税的冲击。贸易部长唐·法雷尔证实，美国对澳大利亚出口保持10%的基准关税，这是受影响国家中最低的税率，部分原因是澳大利亚对美国持续的贸易顺差，这是双边谈判的一个关键点。围绕关税的不确定性因对美国劳动力市场疲软的担忧加剧而进一步加剧。在国内，投资者现在正在等待关键数据，包括TD-MI通胀指标（MoM）和即将公布的PMI数据，以进一步了解经济前景。跌幅较大的包括Block，股份有限公司（-4.6%）、Pro-Medicus Limited（-2.8%）和Woodside Energy Group（-1.9%）。

The S&P/ASX 200 edged down by 0.2% to 8,642 on Monday, extending losses from the previous week and tracking the sell-off on Wall Street last Friday. US markets were dragged lower after President Trump announced a new round of reciprocal tariffs ranging from 10% to 41% on numerous trade partners. Australia, however, avoided the brunt of these tariffs. Trade Minister Don Farrell confirmed that the US maintained a baseline 10% duty on Australian exports—the lowest rate among affected countries—thanks in part to Australia’s ongoing trade surplus with the US, a key point in bilateral negotiations. Uncertainty surrounding the tariffs was further exacerbated by deepening concerns over the weakening US labor market. Domestically, investors are now awaiting key data, including the TD-MI Inflation Gauge (MoM) and upcoming PMI figures, for further insights into the economic outlook. Notable decliners included Block, Inc. (-4.6%), Pro Medicus Limited (-2.8%), and Woodside Energy Group (-1.9%).

墨尔本研究所的澳大利亚月度通胀指标在2025年7月飙升0.9%，标志着自2023年12月以来的最大涨幅，并从6月份0.1%的温和涨幅大幅反弹。这一增长加剧了澳大利亚储备银行的担忧，在供应链和消费者需求持续存在不确定性的情况下，澳大利亚储备银行仍持谨慎态度。根据7月份的会议纪要，央行仍预计潜在通胀将逐渐缓解，但到2025年底将保持在2-3%目标区间的上半部分。与此同时，预计到年底，整体通胀率将暂时升至区间顶部，并在2026年保持高位，这主要是由于计划逐步取消家庭能源补贴。澳大利亚储备银行行长米歇尔·布洛克（Michele Bullock）还指出，外部风险加剧，理由是全球前景脆弱，美中关税紧张局势再次加剧，这可能会加剧进口通胀，扰乱大宗商品流动，而大宗商品流动是澳大利亚依赖贸易的经济的一个关键因素。

Australia’s Monthly Inflation Gauge by the Melbourne Institute surged 0.9% in July 2025, marking the steepest rise since December 2023 and a sharp rebound from June’s modest 0.1% increase. The jump adds to concerns for the Reserve Bank of Australia, which remains cautious amid ongoing uncertainty in supply chains and consumer demand. According to the July meeting minutes, the central bank still expects underlying inflation to gradually ease but stay in the upper half of its 2–3% target band through late 2025. Meanwhile, headline inflation is projected to rise temporarily toward the top of the range by year-end and remain elevated in 2026, largely due to the scheduled phase-out of household energy subsidies. RBA Governor Michele Bullock also flagged heightened external risks, citing the fragile global outlook and renewed U.S.-China tariff tensions, which could feed into imported inflation and disrupt commodity flows, a key factor for Australia’s trade-reliant economy.

澳大利亚10年期政府债券收益率降至4.19%，为2025年7月以来的最低水平。过去4周，澳大利亚10年期债券收益率上涨4.20个基点，过去12个月上涨14.50个基点。

Australia 10 Year Government Bond Yield decreased to 4.19%, the lowest since July 2025. Over the past 4 weeks, Australia 10Y Bond Yield gained 4.20 basis points, and in the last 12 months, it increased 14.50 basis points.