受全球贸易紧张局势缓解的乐观情绪支撑,新西兰元周一升至0.604美元左右,回升至上周达到的八个月高点。唐纳德·特朗普总统表示,财政部长斯科特·贝森特和其他两名官员将于周一在伦敦与中国同行会面,以重启贸易谈判。与此同时,中国最新数据显示,通货紧缩压力持续存在,消费者价格连续第四个月下跌,生产者价格创下近两年来最大跌幅。考虑到中国作为主要贸易伙伴的作用,这给澳大利亚货币带来了一些下行压力。在国内方面,储备银行最近将利率下调25个基点至3.25%。然而,5月份的决定表明,宽松周期可能即将结束。市场现在预计新西兰储备银行将在7月份保持利率稳定,同时考虑到8月份最终降息的可能性。
The New Zealand dollar rose to around $0.604 on Monday, climbing back toward the eight-month high reached last week, supported by optimism over easing global trade tensions. President Donald Trump said Treasury Secretary Scott Bessent and two other officials will meet with Chinese counterparts in London on Monday for renewed trade talks. Meanwhile, fresh Chinese data revealed persistent deflationary pressures, with consumer prices falling for a fourth consecutive month and producer prices recording their steepest decline in nearly two years. This placed some downward pressure on the antipodean currency, given China’s role as a key trading partner. On the domestic front, the Reserve Bank recently cut rates by 25 basis points to 3.25%. However, the May decision suggests the easing cycle may be nearing its end. Markets now expect the RBNZ to hold rates steady in July, while pricing in the likelihood of a final cut in August.