澳元/加元 (AUDCAD) 加自选

活动指南：加拿大CPI报告（2025年11月）。随着中国银行预计将在今年晚些时候宣布进一步宽松政策，即将到来的CPI会将其温和周期延长到2026年初吗？以下是即将发布的通胀报告中需要注意的事项。

Event Guide: Canada's CPI Report (November 2025).With the BOC expected to announce further easing later this year, will the upcoming CPI extend their dovish cycle until early 2026? Here's what to look out for in the upcoming inflation report.

加拿大央行结束长期降息周期后加元保持稳定。加元周四保持坚挺，英镑兑加元汇率为1.84929，市场对加拿大央行在连续九次降息后决定暂停在2.25%的汇率做出了积极反应，并表明对通胀的立场更加中立。这一水平被视为大致中性，适合保持通货膨胀。

Canadian Dollar: Steady After Bank of Canada Ends Long Cutting Cycle.The Canadian Dollar held firm on Thursday, with the GBP to CAD exchange rate trading at 1.84929 as markets reacted positively to the Bank of Canada's decision to pause at 2.25 percent after nine consecutive cuts and signal a more neutral stance on inflation. This level is seen as broadly neutral and appropriate for keeping inflation.

美元下跌，因为市场拒绝接受“鹰派削减”的说法；澳元在工党小姐之后大幅下跌。美联储预期的25个基点降息受到市场热烈欢迎后，美国股市隔夜稳步上涨。尽管一些经济学家将这一决定称为“鹰派降息”，但股市反应和美元抛售的风险表明，投资者没有听到任何鹰派言论足以破坏短期情绪。

Dollar Falls as Markets Reject “Hawkish Cut” Narrative; Aussie Falls Hard After Labour Miss.US stocks advanced solidly overnight after the Fed's expected 25bps rate cut was greeted warmly by markets. Even though some economists labeled the decision a “hawkish cut,” the risk-on response in equities and the sell in Dollar suggested investors heard nothing hawkish enough to derail near-term sentiment.

澳大利亚11月就业人数下降-21.3万，就业岗位受到冲击。澳大利亚11月的劳动力数据令人意外下跌，就业人数下降了-21.3万人，而预期将增加2万人。这一疲软是由全职职位急剧下降-56.50万造成的，部分被兼职职位增加35.2万所抵消。

Australia jobs shock as employment drops -21.3k in November.Australia's November labor data delivered a downside surprise, with employment falling by -21.3k against expectations for a 20k increase. The weakness was driven by a sharp -56.5k drop in full-time positions, partly offset by a 35.2k rise in part-time roles.