RBNZ的Conway：中期通胀率将恢复到2%。RBNZ的Conway：中期通胀率将恢复到2%

RBNZ's Conway: Inflation to return to 2% over medium term.RBNZ's Conway: Inflation to return to 2% over medium term

新西兰QSBO商业信心反弹，但不断上升的成本压力影响了RBNZ的发展道路。信心的反弹看起来不像是完全明朗，而更像是在短暂的平静期内拍摄的快照，因为该调查恰好是在紧张局势和价格回升之前，美国与伊朗临时航运协议导致燃料价格下跌的时期进行的。对新西兰储备银行来说，更重要的是报告成本上升的公司比例急剧上升，这表明即使在最近的重新升级推动燃料价格回升之前，通胀压力也在增加。

NZ QSBO business confidence rebounds but rising cost pressures cloud RBNZ path.The rebound in confidence looks less like an all clear and more like a snapshot taken during a brief window of calm, given the survey ran precisely through the period when fuel prices dipped on the temporary US-Iran shipping agreement, before tensions and prices resurged. What will carry more weight for the RBNZ is the sharp jump in the proportion of firms reporting higher costs, which suggests inflation pressure was building even before the latest reescalation pushed fuel prices back up.

新西兰NZIER商业信心（季度环比）：8%（第2季度）对-4%。新西兰NZIER商业信心（季度环比）：8%（第2季度）对-4%

New Zealand NZIER Business Confidence (QoQ): 8% (2Q) vs -4%.New Zealand NZIER Business Confidence (QoQ): 8% (2Q) vs -4%

新西兰元接近0.5800，因新西兰储备银行收紧政策的希望抵消了风险规避。新西兰元接近0.5800，因新西兰储备银行收紧政策的希望抵消了风险规避

Kiwi nears 0.5800 as RBNZ tightening hopes offset risk aversion.Kiwi nears 0.5800 as RBNZ tightening hopes offset risk aversion