新西兰50 (NZX50) 加自选

在外汇银行间市场，新西兰元汇率升至0.6美元以上。

The New Zealand Dollar exchange rate rose above 0.6 US Dollars in the foreign exchange interbank market.

周一，新西兰元上涨至0.597美元左右，受美元走弱的支撑，因人们担心特朗普政府领导下的美联储的独立性。白宫经济顾问凯文·哈塞特周五表示，特朗普总统及其团队正在继续研究是否可以解雇美联储主席杰罗姆·鲍威尔，此前一天特朗普曾呼吁美联储降低利率，称鲍威尔的离职“来得不够快”。在国内方面，市场仍完全预计新西兰储备银行将在5月份将3.5%的现金利率下调25个基点，并在年底前降至2.75%。尽管上周第一季度消费者通胀数据强于预期，但仍出现了这一情况。

The New Zealand dollar rose to around $0.597 on Monday, supported by a weaker U.S. dollar amid concerns about the Federal Reserve’s independence under the Trump administration. The greenback came under pressure as White House economic adviser Kevin Hassett stated on Friday that President Trump and his team were continuing to study whether they could fire Fed Chair Jerome Powell, following Trump’s remark a day earlier that Powell’s termination "cannot come fast enough," as he called for the Fed to lower interest rates. On the domestic front, markets still fully expect the Reserve Bank of New Zealand to cut its 3.5% cash rate by 25bps in May, and lower it to 2.75% by year-end. This came despite last week’s stronger-than-expected first-quarter consumer inflation figures.

周五，新西兰元稳定在0.597美元左右，暂停了七天的连胜，因为对新西兰储备银行进一步宽松的预期削弱了这一势头。尽管第一季度消费者通胀数据强于预期，但核心通胀指标有所缓解。由于价格压力得到控制，仍在新西兰储备银行的目标范围内，市场继续预计5月份将降息，到年底现金利率将降至2.75%。与此同时，投资者正密切关注美国贸易政策的发展，因为新西兰有着强大的出口关系，尤其是与最大的贸易伙伴中国的关系。特朗普总统周四表示相信，与中国的贸易协议可能会在三到四周内敲定。新西兰元有望连续第二周上涨。

The New Zealand dollar held steady around $0.597 on Friday, pausing a seven-day winning streak, as expectations of further easing by the Reserve Bank of New Zealand sapped the momentum. This came despite stronger-than-expected consumer inflation data in Q1, while core inflation measures eased. With price pressures contained and still within the RBNZ’s target range, markets continue to anticipate a rate cut in May and a reduction of the cash rate to 2.75% by year-end. Meanwhile, investors are closely monitoring US trade policy developments, given New Zealand’s strong export ties—especially with China, its largest trading partner. President Trump expressed confidence on Thursday that a trade deal with China could be finalized within three to four weeks. The Kiwi is on track for its second consecutive weekly gain.

标准普尔/NZX 50指数周四上涨0.4%，收于12119点，连续第二天上涨，本周上涨0.8%。随着投资者等待美日贸易谈判的结果，该指数跟随亚洲同行温和上涨。在国内新闻方面，新西兰第一季度的年通货膨胀率从上一季度的2.2%升至2.5%，略高于市场预测的2.3%。尽管有所上升，但这一数字仍在新西兰储备银行1-3%的目标范围内，不太可能阻止进一步降息。市场仍然完全预计新西兰储备银行将在5月份将3.5%的现金利率下调25个基点，并在10月份将其降至2.75%。在指数权重股中，Infratil（2.2%）、Spark NZ（-1.9%）和A2 Milk（1.95%）大幅上涨。新西兰市场将于周五和下周一因复活节假期休市。

The S&P/NZX 50 index advanced 0.4% to close at 12,119 on Thursday, extending gains for a second day and logging a 0.8% increase for the week. The index tracked moderate gains in Asian peers as investors awaited the outcome of U.S.-Japan trade talks. In domestic news, New Zealand’s annual inflation rate rose to 2.5% in the first quarter, slightly above market forecasts of 2.3%, from 2.2% in the previous quarter. Despite the rise, the figure remained within the Reserve Bank of New Zealand’s 1–3% target range and is unlikely to prevent further rate cuts. Markets still fully expect the RBNZ to cut its 3.5% cash rate by 25bps in May and lower it to 2.75% by October. Among index heavyweights, significant gains were seen from Infratil (2.2%), Spark NZ (-1.9%), and A2 Milk (1.95%). Markets in New Zealand will be closed on Friday and the following Monday for the Easter holiday.