澳大利亚20年期国债 (Australia20Y) 加自选

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The S&P/ASX 200 Index shed 0.08% to close at 8,151 on Tuesday, marking its second straight session of losses as global trade tensions and weak economic data weighed on sentiment. Trump stated he has no plans to speak with Xi Jinping this week, though he expressed openness to reducing the steep 145% tariff on Chinese goods. Trump also announced a 100% tariff on foreign-produced films and hinted at potential levies on pharmaceuticals within two weeks. Locally, sentiment was further dampened by disappointing Australian building permits data and signs of slowing growth in China’s services sector—both key indicators for Australia’s trade-reliant economy. Financials led the market lower, with steep declines in major banks including Westpac (-2.1%), NAB (-1.5%), and ANZ Group (-0.8%). Technology and mining stocks also came under pressure. In contrast, gold miners outperformed on stronger bullion prices, with Northern Star Resources climbing 4.2% and Evolution Mining surging 5.4%.

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The S&P/ASX 200 Index shed 0.08% to close at 8,151 on Tuesday, marking its second straight session of losses as global trade tensions and weak economic data weighed on sentiment. Trump stated he has no plans to speak with Xi Jinping this week, though he expressed openness to reducing the steep 145% tariff on Chinese goods. Trump also announced a 100% tariff on foreign-produced films and hinted at potential levies on pharmaceuticals within two weeks. Locally, sentiment was further dampened by disappointing Australian building permits data and signs of slowing growth in China’s services sector—both key indicators for Australia’s trade-reliant economy. Financials led the market lower, with steep declines in major banks including Westpac (-2.1%), NAB (-1.5%), and ANZ Group (-0.8%). Technology and mining stocks also came under pressure. In contrast, gold miners outperformed on stronger bullion prices, with Northern Star Resources climbing 4.2% and Evolution Mining surging 5.4%.

周二，澳元小幅下跌至0.645美元左右，从最近五个月的高点回落，因对美中贸易谈判的希望以及美联储政策决定前投资者的谨慎态度，美元走强。澳元还面临下行压力，来自低于预期的国内建筑许可数据和中国服务业增长放缓的迹象，中国服务业是澳大利亚出口的关键市场。在国内，总理安东尼·阿尔巴内塞周六连任后的政治稳定提供了一些保证，总理承诺建立一个“有纪律、有秩序”的政府，专注于缓解生活成本压力和管理全球贸易波动。在货币政策方面，市场普遍预计澳大利亚储备银行将在即将召开的5月会议上将基准利率下调25个基点至3.85%，因为政策制定者在通胀担忧与经济势头减弱之间取得了平衡。

The Australian dollar edged lower to around $0.645 on Tuesday, pulling back from recent five-month highs as the US dollar firmed on hopes for US-China trade talks and investor caution ahead of the Federal Reserve’s policy decision. The Aussie also faced downward pressure from weaker-than-expected domestic building permits data and signs of slowing growth in China’s services sector, a key market for Australian exports. Domestically, political stability following Prime Minister Anthony Albanese’s re-election on Saturday offered some reassurance, with the PM pledging a “disciplined, orderly” government focused on easing cost-of-living pressures and managing global trade volatility. On the monetary policy front, markets widely expect the Reserve Bank of Australia to lower its benchmark interest rate by 25 basis points to 3.85% at its upcoming May meeting, as policymakers balance inflation concerns with weakening economic momentum.

初步数据显示，2025年3月，澳大利亚私人住宅审批量环比下降4.5%，至8804套的13个月低点，扭转了2月份1.1%的小幅增长。这是三个月来的首次下降，也是自2024年1月以来的最大降幅，维多利亚州（-10.0%）、昆士兰州（-8.0%）和新南威尔士州（-2.5%）的许可证下降。相比之下，西澳大利亚州（10.3%）和南澳大利亚州（4.6%）的批准率有所上升。

Private house approvals in Australia fell by 4.5% month-over-month to a 13-month low of 8,804 units in March 2025, reversing a marginally revised 1.1% increase in February, according to preliminary data. It marked the first decline in three months and the sharpest since January 2024, with permits falling in Victoria (-10.0%), Queensland (-8.0%), and New South Wales (-2.5%). In contrast, approvals rose in Western Australia (10.3%) and South Australia (4.6%).