2025年5月，澳大利亚私营部门信贷环比微跌至0.5%，低于市场预期和前一个月的0.7%。经济放缓的主要原因是商业贷款减速，与4月份的1%相比下降了0.8%。与此同时，个人贷款从上个月的0.3%微升至5月份的0.5%，而住房信贷增长稳定在0.5%。按年度计算，5月份私营部门信贷增长6.9%，为2023年2月以来的最快增速，而上个月为6.7%。

Australia's private sector credit edged lower to 0.5% month-over-month in May 2025, compared to market expectations and prior month's 0.7%. The slowdown was mainly driven by a deceleration in business loans, which ticked down 0.8% compared to 1% in April. Meanwhile, personal loans edged up to 0.5% in May from 0.3% in the previous month, while housing credit growth remained steady at 0.5%. On an annual basis, private sector credit grew by 6.9% in May — the fastest pace since February 2023 — from a 6.7% gain in the previous month.

墨尔本研究所的月度通胀指标在6月份环比微涨0.1%，扭转了前一个月0.4%的跌幅，标志着今年迄今为止的第四次上涨。

The Melbourne Institute's Monthly Inflation Gauge edged up 0.1% month-over-month in June, reversing a 0.4% fall in the previous month and marking the fourth time of rise so far this year.

澳大利亚私人通胀调查，TD-MI通胀指标+0.1%m/m（之前为-0.4%）。从澳大利亚储备银行网站上，最新的澳大利亚统计局通胀指标，这是官方的季度数据，目前为2.4%。

Australian private inflation survey, TD-MI Inflation Gauge +0.1% m/m (prior -0.4%).From the RBA website, the latest Australian Bureau of Statistics inflation measures, it's the quarterly data, currently 2.4% as above, that's official.

标准普尔/澳交所200指数周一微涨0.2%，至8534点，延续了上周的涨幅，因为投资者情绪有所改善，对美国广泛关税的担忧有所缓解。唐纳德·特朗普总统在7月9日关税最后期限之前表示可能会有灵活性。然而，市场参与者仍持谨慎态度，因为政府发出的喜忧参半的信息继续造成不确定性，即哪些国家即将敲定贸易协议，哪些谈判仍停滞不前。在国内方面，人们的注意力正转向今天晚些时候公布的澳大利亚经济指标，包括TD-MI通胀指标以及住房和私营部门信贷报告，这些指标可以进一步了解当地经济的健康状况。在个股中，Block，股份有限公司（3.9%）、麦格理集团有限公司（1.8%）和CSL有限公司（1.1%）录得显著涨幅。在下跌方面，必和必拓集团有限公司和力拓有限公司分别下跌1.5%和1.6%。

The S&P/ASX 200 edged up 0.2% to 8,534 on Monday, extending last week’s gains as investor sentiment improved amid easing concerns over broad US tariffs. President Donald Trump signaled possible flexibility ahead of the July 9 tariff deadline. However, market participants remain cautious as mixed messages from the administration continue to create uncertainty over which nations are close to finalizing trade deals and which negotiations remain stalled. On the domestic front, attention is turning to Australian economic indicators due later today, including the TD-MI inflation gauge and reports on housing and private sector credit, which could offer further insight into the health of the local economy. Among individual stocks, notable gains were recorded by Block, Inc. (3.9%), Macquarie Group Limited (1.8%), and CSL Limited (1.1%). On the downside, BHP Group Limited and Rio Tinto Limited fell 1.5% and 1.6%, respectively.