澳元：现在似乎不太可能降息——德国商业银行。澳元：现在似乎不太可能降息——德国商业银行

AUD: A rate cut seems unlikely now – Commerzbank.AUD: A rate cut seems unlikely now – Commerzbank

澳大利亚储备银行：上调我们的终端利率预测——渣打银行。澳大利亚储备银行：上调我们的终端利率预测——渣打银行

RBA: Raising our terminal rate forecast – Standard Chartered.RBA: Raising our terminal rate forecast – Standard Chartered

澳元升至0.660美元以上。根据今天的澳元/美元图表，澳元已攀升至三周来的最高水平。货币的强势源于以下因素：

Australian Dollar Rises Above $0.660.According to the AUD/USD chart today, the Australian dollar has climbed to its highest level in three weeks. The currency's strength stems from the following factors:

标准普尔/澳交所200指数周三收于8926点的两周低点，下跌近1%，自10月15日以来首次跌破关键的9000点大关，因为通胀加剧抑制了澳大利亚储备银行近期降息的希望。9月份月度CPI同比上涨3.5%，高于8月份的3%，高于3.1%的预测，为2024年7月以来的最高水平。核心通货膨胀率也比预期的要高，削减后的平均CPI比上一季度上涨1%，每年上涨3%。市场现在认为，11月4日降息25个基点的可能性从40%降至8%，而12月的可能性从47%降至22%以下。这些数据引发了利率敏感行业的广泛抛售，包括金融业，该行业下跌约1.9%，四大银行领跌。房地产股也下跌了约1.7%，受行业权重股嘉民集团的拖累，而医疗保健股则因CSL下跌约4%而将跌幅延续至第二个交易日。

The S&P/ASX 200 closed at a two-week low of 8,926 on Wednesday, down nearly 1% and slipping below the key 9,000 mark for the first time since October 15, as hotter inflation dampened hopes of an RBA near-term rate cut. The monthly CPI rose 3.5% year-on-year in September, up from 3% in August and above forecasts of 3.1%, marking the highest since July 2024. Core inflation also rose more than expected, with the trimmed mean CPI up 1% from the previous quarter and 3% annually. Markets now see just an 8% chance of a 25bps cut on November 4, down from 40%, while December odds have fallen below 22% from 47%. The data sparked broad selling in rate-sensitive sectors, including financials, which slid about 1.9%, led by the Big Four Banks. Real estate stocks also fell roughly 1.7%, weighed by sector heavyweight Goodman Group, while healthcare extended losses into a second session as CSL slipped about 4%.