澳新银行罗伊摩根消费者信心指数（CCI）在2025年9月升至94.6，高于8月份的10个月低点92.0。当前状况指数攀升6点至88.1，而未来状况基本保持不变，为99.0，而8月份为98.8。家庭对个人财务状况的看法明显改善，上升11个百分点至-13%，而净14%的受访者预计明年这个时候会更好，比上个月上升1个百分点。对整体经济的看法喜忧参半：五年经济前景上升3个百分点至+6%，但12个月前景下降3个百分点，至-23%。房价预期从3.0%降至2.5%，为2024年7月以来的最低水平。未来两年CPI通胀预期保持稳定在4.8%。最新的CCI还强调，报告称自己感觉比一年前更糟的家庭比例稳步下降，而新西兰储备银行已将其政策立场转向支持增长前景。

The ANZ-Roy Morgan Consumer Confidence Index (CCI) rose to 94.6 in September 2025, up from August’s 10-month low of 92.0. The current conditions index climbed 6 points to 88.1, while future conditions were largely unchanged at 99.0, compared to 98.8 in August. Household perceptions of personal finances improved notably, rising 11 points to -13%, while a net 14% of respondents expect to be better off this time next year, up 1 point from the previous month. Sentiment toward the broader economy was mixed: the five-year economic outlook rose by 3 points to +6%, but the 12-month outlook declined by 3 points to -23%. House price expectations fell from 3.0% to 2.5%, the lowest level since July 2024. Two-year-ahead CPI inflation expectations remained steady at 4.8%. The latest CCI also highlighted a steady decline in the proportion of households reporting they feel worse off than a year ago, while the RBNZ has shifted its policy stance toward supporting the growth outlook.

即将上任的新西兰储备银行行长安娜·布雷曼周四表示，央行将“专注于低而稳定的通胀”，强调在充满挑战的全球背景下，高通胀可能造成的损害。布雷曼将于2025年12月1日开始她的五年任期，她将是新西兰皇家银行自1934年成立以来第一位女性和第一位外国人。她目前是瑞典中央银行的第一副行长。布雷曼接管时，经济正努力从衰退中复苏，该行在阿德里安·奥尔3月份离职后进行了调整，这引发了重组和几次退出，包括董事会主席尼尔·奎格利。代理州长克里斯蒂安·霍克斯比将监督10月8日的官方现金利率（OCR）审查和11月26日的货币政策声明，然后卸任，他的货币政策委员会职位将在2026年初填补。新西兰财政部长尼古拉·威利斯强调，她没有计划改变新西兰储备银行的通胀目标。

Incoming Reserve Bank of New Zealand Governor Anna Breman said Thursday the central bank will “be laser focused on low, stable inflation,” stressing the damage high inflation can cause amid a challenging global backdrop. Breman, who will start her five-year term on 1 December 2025, will be the first woman and first foreigner to head the RBNZ since its founding in 1934. She is currently the First Deputy Governor of Sweden’s central bank. Breman takes over as the economy struggles to recover from recession, and the bank adjusts after Adrian Orr’s March departure, which triggered a restructuring and several exits, including board chair Neil Quigley. Acting Governor Christian Hawkesby will oversee the 8 October Official Cash Rate (OCR) review and 26 November Monetary Policy Statement before stepping down, leaving his MPC role to be filled in early 2026. Finance Minister Nicola Willis emphasized she has no plans to change the RBNZ’s inflation target.

周五上午，新西兰元50指数下跌18点，跌幅0.13%，至13136点，连续第二天下跌，此前美国股市在经济数据和企业更新喜忧参半的情况下连续第三天下跌。与此同时，即将上任的新西兰储备银行行长安娜·布雷曼强调，央行将继续“专注于低而稳定的通胀”，并警告价格压力的破坏性影响。她将于2025年12月1日开始她的五年任期，接替代理州长克里斯蒂安·霍克斯比。非能源矿产、零售贸易和商业服务行业的疲软对该指数造成了压力，其中布里斯科集团（-2.9%）、殖民地汽车（-2.4%）、弗莱彻大厦（-1.9%）和根特拉克（-1.5%）排名垫底。本周，该指数在之前表现平平后，将创下0.7%的显著跌幅。然而，数据显示，随着较低的利率开始渗透到经济中，新西兰9月份的消费者信心从10个月低点有所改善，这在一定程度上缓解了损失。

The NZX 50 fell 18 points or 0.13% to 13,136 on Friday morning, extending losses for a second day after U.S. stocks declined for a third straight day amid mixed economic data and corporate updates. Meanwhile, incoming RBNZ Governor Anna Breman emphasized the central bank would remain “laser focused on low, stable inflation,” warning of the damaging effects of price pressures. She will begin her five-year term on December 1, 2025, succeeding Acting Governor Christian Hawkesby. Sector weakness in non-energy minerals, retail trade, and commercial services weighed on the index, with Briscoe Group (-2.9%), Colonial Motor (-2.4%), Fletcher Building (-1.9%), and Gentrack (-1.5%) among the top laggards. For the week, the index is set to record a notable 0.7% drop after a muted performance previously. Losses, however, were partially cushioned by data showing consumer sentiment in New Zealand improved in September from a 10-month low, as lower interest rates began to filter through the economy.

新西兰基准标准普尔/NZX 50指数周四下跌0.2%，收于13154点，扭转了前一交易日的涨势。该指数跟随华尔街下跌，此前美联储主席杰罗姆·鲍威尔表示，美国股市“估值相当高”，人工智能巨头英伟达和甲骨文连续第二天面临压力。投资者现在正在等待今天晚些时候公布的美国第二季度国内生产总值的最终估计和周五公布的个人消费支出价格指数报告，以进一步指导美联储的政策前景。在国内，瑞典央行行长安娜·布雷曼被任命为新西兰储备银行新任行长，成为第一位担任该职位的女性。她将于12月1日开始她的五年任期。在企业方面，市场权重股斐雪派克（-4.0%）、Meridian Energy（-0.35%）、a2 Milk（-1.0%）和Spark NZ（-0.4%）均收跌。其他落后者包括创世纪能源公司（-0.85%）、萨默塞特集团（-0.8%）、Precinct Properties（-0.80%）、桑塔纳矿业公司（-1.1%）和Vista集团（-1.0%）。

New Zealand's benchmark S&P/NZX 50 index fell 0.2% to close at 13,154 on Thursday, reversing gains from the previous session. The index tracked Wall Street lower following comments from Federal Reserve Chair Jerome Powell that US stocks are “fairly highly valued,” with AI giants Nvidia and Oracle coming under pressure for a second day. Investors are now awaiting the final estimate of US second-quarter GDP due later today and the PCE price index report on Friday for further guidance on the Fed’s policy outlook. At home, Swedish central banker Anna Breman was appointed as the new RBNZ governor, becoming the first woman to hold the role. She will begin her five-year term on December 1. On the corporate front, market heavyweights Fisher & Paykel (-4.0%), Meridian Energy (-0.35%), a2 Milk (-1.0%), and Spark NZ (-0.4%) all finished lower. Among other laggards were Genesis Energy (-0.85%), Summerset Group (-0.8%), Precinct Properties (-0.8%), Santana Minerals (-1.1%), and Vista Group (-1.0%).