随着市场消化了澳大利亚储备银行最近的言论，澳大利亚10年期政府债券收益率跌至4.21%左右，接近四周低点。助理行长Sarah Hunter表示，通胀正接近央行的目标区间，并称前景是平衡的，同时强调鉴于政策滞后，需要采取前瞻性的方法。她还指出了消费支出走强的迹象，并重申了澳大利亚储备银行保持经济接近充分就业的目标。最近，更为强劲的经济数据缓和了人们对立即降息的预期，市场现在认为本月政策保持不变的可能性为86%。尽管如此，期货继续定价，11月宽松的可能性约为80%。投资者的注意力正转向即将发布的就业报告和其他澳大利亚储备银行官员的评论。另外，市场正在等待美国本周的利率决定，普遍预期的25个基点的降息可能会给全球收益率带来压力。
Australia’s 10-year government bond yield slipped to around 4.21%, nearing a four-week low, as markets digested recent remarks from the RBA. Assistant Governor Sarah Hunter said inflation is getting closer to the central bank’s target range and described the outlook as balanced, while stressing the need for a forward-looking approach given policy lags. She also pointed to signs of stronger consumer spending and reiterated the RBA’s goal of keeping the economy near full employment. Firmer economic data has recently tempered expectations of an immediate rate cut, with markets now assigning an 86% probability that policy will remain unchanged this month. Still, futures continue to price in around an 80% chance of easing in November. Investor focus is shifting to the upcoming jobs report and comments from other RBA officials. Separately, markets are awaiting the US rate decision this week, with a widely expected 25 bps cut likely to pressure global yields.
