澳大利亚10年期政府债券收益率升至4.4%左右,创下两个多月来的最高水平,此前澳大利亚储备银行副行长Andrew Hauser表示,货币政策面临不同寻常的挑战,并强调需要保持紧缩的条件以遏制通胀。豪瑟指出,去年GDP增长加速时,需求“略”高于潜在水平,这反映了自20世纪80年代初以来最为紧张的复苏,如果不重新引发通胀压力,扩张空间很小。本月早些时候,由于持续的潜在通胀,澳大利亚储备银行将政策利率维持在3.6%。市场在很大程度上仍预计明年5月将再次降息,尽管一些分析师警告称,宽松周期可能已经结束。
Australia’s 10-year government bond yield rose to around 4.4%, marking its highest level in more than two months after Reserve Bank of Australia Deputy Governor Andrew Hauser said monetary policy faces an unusual challenge and emphasized the need to keep conditions tight to contain inflation. Hauser noted that demand was “slightly” above potential when GDP growth accelerated last year, reflecting the tightest recovery since the early 1980s and leaving little room for expansion without reigniting inflation pressures. Earlier this month, the RBA held its policy rate at 3.6% amid persistent underlying inflation. Markets still largely expect one more rate cut by May next year, though some analysts warn the easing cycle may already have ended.