澳元/新加坡元 (AUDSGD) 加自选

Cliff Notes：澳大利亚通胀风险回落。

Cliff Notes: Australian Inflation Risks Recede.

受矿业股反弹的推动，标准普尔/澳交所200指数周五上涨0.6%，至8601点左右，达到两周来的最高水平。该指数也有望创下自5月中旬以来的最大单周涨幅，此前有报道称，美国和中国达成了加快向美国出口稀土的谅解。白宫宣布的框架协议是在最近的贸易谈判中达成的，其中包括中国恢复稀土出口以换取美国放松反制措施，尽管该协议仍在等待中国领导人的最终批准。在白宫淡化即将到来的关税最后期限的紧迫性后，市场情绪进一步得到支撑。在国内，所有人的目光都集中在下周的5月零售销售上，这可能为澳大利亚的增长前景提供线索，并支持7月降息的情况。在企业方面，中国依赖出口的矿商领涨，涨幅超过3%，如必和必拓（3.6%）、Fortescue（2.9%）和South32（2.1%）。黄金矿商北方之星也上涨了0.8%。

The S&P/ASX 200 climbed 0.6% to around 8,601 on Friday, hitting its highest level in two weeks, driven by a rally in mining stocks. The index is also poised for its strongest weekly gain since mid-May, following reports that the US and China reached an understanding to accelerate rare earth shipments to the US. The framework agreement, announced by the White House, came out of recent trade talks and includes China resuming rare earth exports in exchange for the US easing countermeasures, though it still awaits final approval from Chinese leadership. Sentiment was further supported after the White House downplayed the urgency of upcoming tariff deadlines. At home, all eyes are now on next week’s May retail sales, which could offer clues over Australia’s growth outlook and support the case of a July rate cut. On the corporate front, Chinese export-reliant miners led the charge, up over 3%, such as BHP (3.6%), Fortescue (2.9%), and South32 (2.1%). Gold miner Northern Star also rose 0.8%.

日元和澳元预测：中国工业利润和通胀成为焦点。随着东京CPI、美国个人消费支出和中国数据影响日本央行、美联储和澳大利亚储备银行的政策预期，日元和澳元为走势做好准备。

Japanese Yen and Aussie Dollar Forecasts: China Industrial Profits and Inflation in Focus.Japanese Yen and Aussie Dollar brace for moves as Tokyo CPI, US PCE, and China data shape BoJ, Fed, and RBA policy expectations.

澳元兑美元上涨至32周高点0.66。过去4周，澳元兑美元上涨1.68%，过去12个月下跌1.48%。

AUDUSD increased to a 32-week high of 0.66. Over the past 4 weeks, Australian Dollar US Dollar gained 1.68%, and in the last 12 months, it decreased 1.48%.