铁矿 (IronOre) 加自选

澳大利亚10年期政府债券收益率徘徊在4.30%左右，投资者消化了最近澳大利亚储备银行政策会议的纪要。会议纪要显示，央行认为8月份降息25个基点的理由充分，并判断未来一年可能需要进一步宽松。政策制定者指出，通胀正在向2-3%的目标中点迈进，并表示在保持低通胀的同时保持充分就业可能需要更多的削减。董事会权衡了渐进式方法与经济增长疲软或通胀疲软的风险，强调宽松的步伐将根据每次会议的数据来指导。市场预计，该行将在9月持币，然后在11月再次放松，利率预计将降至3.10%或2.85%。现在的注意力转向本周晚些时候即将发布的月度CPI报告，预计将显示通胀加快，并强化在进一步宽松之前短暂暂停政策的观点。

Australia’s 10-year government bond yield hovered around 4.30%, as investors digested minutes from the recent RBA policy meeting. The minutes showed the central bank saw a strong case for a 25 bps cut in August and judged that further easing may be needed over the coming year. Policymakers noted inflation is moving toward the 2–3% target midpoint and said preserving full employment while keeping inflation low could require more cuts. The board weighed a gradual approach against the risk of weaker growth or softer inflation, stressing that the pace of easing would be guided by incoming data on a meeting-by-meeting basis. Markets expect the bank to hold in September before easing again in November, with rates projected to fall toward 3.10% or as low as 2.85%. Attention now turns to the upcoming monthly CPI report later this week, expected to show faster inflation and reinforce views of a brief policy pause before further easing.