纽币/瑞郎 (NZDCHF) 加自选

周四，新西兰基准标准普尔/NZX 50指数微涨0.2%，收于12765点。新西兰财政部周四表示，由于生产率长期放缓，可能会下调其经济和财政预测。这促使投资者越来越多地考虑到新西兰储备银行在下周的政策会议上实施更激进的75个基点下调至4.75%现金利率的可能性，其中50个基点的下调已经完全体现在价格中。在企业方面，Infratil的股价上涨了0.9%，此前该公司公布了其提供六年期无担保、无次级、固定利率基础设施债券的计划。此外，西太平洋银行和澳新银行分别上涨1.2%和2.9%。

New Zealand's benchmark S&P/NZX 50 index inched 0.2% higher at 12,765 on Thursday. New Zealand's Treasury said on Thursday it would likely revise down its economic and fiscal forecasts due to a prolonged slowdown in productivity. This prompted investors to increasingly factor in the possibility of the Reserve Bank of New Zealand implementing a more aggressive 75bps cut to its 4.75% cash rate at its policy meeting next week, with a 50bps reduction already fully priced in. On the corporate front, shares of Infratil rose 0.9% after the company revealed its plan to offer six-year unsecured, unsubordinated, fixed-rate infrastructure bonds. Additionally, banks Westpac and ANZ gained 1.2% and 2.9%, respectively.

周四，新西兰元保持近期下跌至0.587美元左右，因为投资者预计新西兰储备银行在下周的政策会议上会采取更温和的立场。目前，市场暗示降息75个基点至4.75%现金利率的可能性为26%，而降息50个基点的可能性已经完全消化。这一预期转变是在新西兰财政部对经济前景持悲观态度之后发生的，财政部警告称，预期的经济复苏可能会推迟。从外部来看，新西兰元面临着美元反弹的额外压力，因为人们猜测美联储可能会在12月推迟降息。

The New Zealand dollar held its recent decline to around $0.587 on Thursday as investors anticipated a more dovish stance from the Reserve Bank of New Zealand at its policy meeting next week. Currently, markets are implying a 26% chance of a 75bps rate cut to the 4.75% cash rate, while a 50bps reduction is already fully priced in. This shift in expectations followed a downbeat economic outlook from New Zealand Treasury, which cautioned that the anticipated economic recovery could be delayed. Externally, the Kiwi faced added pressure from a rebound in the US dollar amid speculation that the Federal Reserve may hold off on cutting interest rates in December.

周四早盘交易中，新西兰元50指数下跌37点，跌幅0.3%，至12700点，在非能源矿产、非耐用消费品和医疗保健疲软的情况下，第二个交易日下跌。周三华尔街股市波动，美国国债收益率上升，围绕唐纳德·特朗普政治任命的不确定性，尤其是财政部长，市场情绪仍然悲观。在最大的贸易伙伴中国，中国人民银行将关键贷款利率保持在历史最低水平，以帮助疲软的经济，但投资者不确定北京是否会在短期内提供有意义的财政刺激，因为它正在等待美国新政府的影响。在10月和8月因通胀疲软而累计降息75个基点至4.75%之后，人们预计新西兰储备银行下周将进一步降息，这限制了进一步的下跌。Colonial Motor跌幅最大（-3%），其次是Fletcher Building（-2.3%）、Infratil有限公司（-1.5%）和Genesis Energy有限公司（-1.2%）。

The NZX 50 dropped 37 points or 0.3% to 12,700 in early deals on Thursday, slipping for the second session amid weakness in non-energy minerals, consumer non-durables, and healthcare. Sentiment remained downbeat after a volatile session on Wall Street Wednesday, amid rising US Treasury yields and uncertainty surrounding Donald Trump's political appointments, especially Treasury Secretary. In top trading partner China, the PBoC kept its key lending rates unchanged at record lows to aid the weak economy but investors were unsure about whether Beijing will offer meaningful fiscal stimulus in the near term as it awaits clarity on the impact of the new US administration. Limiting further declines were expectations that the RBNZ will deliver more rate reduction next week, after a cumulative 75bps cuts in October and August to 4.75% on the back of soft inflation. Colonial Motor fell the most(-3%), followed by Fletcher Building (-2.3%), Infratil Ltd. (-1.5%), and Genesis Energy Ltd. (-1.2%).

新西兰财政部计划下调经济和财政预测。新西兰今天报道称，由于生产率持续放缓，新西兰财政部计划修改经济和财政预测。

New Zealand Treasury plans to cut economic and fiscal forecasts.Reports out of New Zealand today that New Zealand Treasury plans to revise economic and fiscal forecasts due to a sustained slowdown in productivity.