新西兰10年期国债 (NewZealand10Y) 加自选

周四上午，新西兰股市在经历了自10月中旬以来的最大单日跌幅后，在12895点左右保持相对稳定。投资者预计周五将公布美国月度就业数据，同时消化美联储主席鲍威尔的言论，即美联储在降息方面可以采取“更谨慎”的态度。一些交易员希望圣诞老人反弹，因为有明显迹象表明，随着这个岛国的通货膨胀得到控制，新西兰储备银行将在2月份进一步降息。与此同时，随着韩国面临几十年来最严重的动荡，该地区的政治紧张局势仍然是人们关注的焦点。电子技术和消费服务的增长抵消了医疗保健和非能源矿产的疲软。新西兰南港和新西兰餐厅品牌分别上涨3.3%和2.5%，而Hallenstein Glassons则上涨2.5%。（-2.4%）和斐雪派克医疗保健公司（-1.7%）下跌。

Stocks in New Zealand remained relatively stable at around 12,895 in the Thursday morning session, after suffering the largest one-day decline since mid-October in the previous session. Investors anticipated monthly US jobs data on Friday while digesting Fed Chair Powell's remarks that the central bank can take a "little more cautious" approach in cutting interest rates. Some traders hoped for a Santa Claus rally, amid clear signs that the RBNZ will deliver more rate reductions in February as inflation in the island nation stays under control. Meanwhile, political tensions in the region remain in the spotlight as South Korea faces its most significant turmoil in decades. Gains in electronic tech and consumer services countered weaknesses in healthcare and non-energy minerals. South Port New Zealand and Restaurant Brand NZ rose by 3.3% and 2.5%, respectively while Hallenstein Glassons Hlds. (-2.4%) and Fisher & Paykel Healthcare (-1.7%) dipped.

新西兰基准标普/纽交所50指数周三下跌1.5%，收于12897点，创下10月16日以来最大单日跌幅，几乎所有板块均下跌。投资者情绪因地区对韩国政治动荡的担忧而受到打压。在企业方面，公用事业提供商Meridian Energy、Mercury NZ和Contact Energy分别下跌3.7%、3%和2.05%。此外，医疗器械制造商斐雪派克（Fisher&Paykel）下跌1.5%，而制药供应商Ebos Group下跌1.3%。房地产股也明显疲软，弗莱彻大厦领跌（-5.9%）。在国内新闻中，受乳制品价格上涨的推动，新西兰11月大宗商品价格上涨。

New Zealand's benchmark S&P/NZX 50 index dropped 1.5% to close at 12,897 on Wednesday, marking its biggest one-day fall since October 16th, as nearly all sectors declined. Investor sentiment was weighed down by regional concerns over political unrest in South Korea. On the corporate front, utility providers Meridian Energy, Mercury NZ, and Contact Energy shed 3.7%, 3%, and 2.05%, respectively. Additionally, medical device maker Fisher & Paykel lost 1.5%, while pharmaceutical supplier Ebos Group fell 1.3%. Real-estate stocks were also notably weak, with Fletcher Building leading the decline (-5.9%). In domestic news, commodity prices in New Zealand increased in November, driven by higher dairy prices.

周三，新西兰元跌至0.584美元左右，连续第三个交易日下跌。新西兰元的下跌反映了澳元的下跌，此前数据显示澳大利亚第三季度经济增长速度低于预期。鉴于新西兰和澳大利亚之间密切的经贸关系，令人失望的数据给两国货币都带来了压力。在国内，新西兰元仍面临压力，因为新西兰储备银行已将基准利率下调125个基点，降至4.25%。央行还表示，如果经济按预期发展，明年初可能会进一步放松，可能再放松50个基点。与此同时，投资者现在正在等待美联储主席杰罗姆·鲍威尔当天晚些时候的讲话，寻求对美国货币政策未来轨迹的见解。

The New Zealand dollar fell to around $0.584 on Wednesday, extending its decline for a third straight session. The Kiwi’s drop mirrored the decline in the Aussie dollar after data showed Australia’s economy grew at a weaker-than-expected pace in the third quarter. Given the close economic and trade ties between New Zealand and Australia, the disappointing data has put pressure on both currencies. Domestically, the New Zealand dollar remains under pressure as the Reserve Bank of New Zealand has already reduced its benchmark interest rate by 125bps, bringing it down to 4.25%. The central bank also signaled the possibility of further easing early next year, potentially by another 50 bps, if economy evolves as projected. Meanwhile, investors are now awaiting remarks from Federal Reserve Chair Jerome Powell later in the day, seeking insights into the future trajectory of U.S. monetary policy.

RBNZ Orr：资本规则的改变不会增加银行之间的竞争。新西兰储备银行（RBNZ）行长阿德里安·奥尔周三早些时候表示，“资本规则的改变不会增加银行之间的竞争。”

RBNZ Orr: Changes to capital rules will not increase competition among banks.Reserve Bank of New Zealand (RBNZ) Governor Adrian Orr said early Wednesday that “changes to capital rules will not increase competition among banks.”