随着投资者评估最新的国内通胀数据,澳大利亚10年期政府债券收益率稳定在4.15%左右。第一季度整体通胀率保持在2.4%的年增长率,高于2.3%的预期。与此同时,核心通胀率,即储备银行首选的削减平均通胀率指标,从上一季度的3.3%降至2.9%,自2021年底以来首次回到储备银行的2-3%目标区间。这加强了澳大利亚储备银行在5月份的下一次政策会议上降息的理由,市场坚定地预计将降息25个基点。预计到年底,利率将降至2.85%或3.10%,因为美国总统唐纳德·特朗普宣布全面关税后,市场变得更加温和,这加剧了人们对全球经济增长的担忧。
Australia’s 10-year government bond yield held steady at around 4.15%, as investors assess the latest domestic inflation figures. Headline inflation held at an annual pace of 2.4% in the first quarter, topping expectations of 2.3%. Meanwhile, core inflation, the Reserve Bank’s preferred measure of trimmed mean inflation, fell to 2.9% from 3.3% in the previous quarter, returning to the RBA’s 2-3% target band for the first time since late 2021. This strengthened the case for a rate cut at the RBA’s next policy meeting in May, with markets firmly pricing in a 25bps reduction. Rates are seen falling to 2.85% or 3.10% by year-end, as markets turned more dovish following U.S. President Donald Trump’s announcement of sweeping tariffs, which has heightened concerns over global economic growth.