澳大利亚储备银行的猎人：经济保持稳定，一些地区的通货膨胀仍在持续。澳大利亚储备银行助理行长Sarah Hunter在周二的一次演讲中表示，最近的数据显示，澳大利亚经济的表现略强于预期，这强化了该行在9月份会议上将现金利率保持在3.60%不变的决定。她指出，澳大利亚储备银行继续看到“私人需求正在复苏”的迹象，“某些地区的通货膨胀可能持续存在”，劳动力市场状况保持“稳定”。

RBA's Hunter: Economy holding up, inflation still persistent in some areas.RBA Assistant Governor Sarah Hunter said in a speech on Tuesday that recent data suggest the Australian economy has been performing slightly stronger than expected, reinforcing the Bank's decision to keep the cash rate unchanged at 3.60% at its September meeting. She noted that the RBA continues to see signs that “private demand is recovering,” “inflation may be persistent in some areas,” and that labor market conditions remain “stable.

周三，澳元升值至0.650美元左右，收复了前一交易日的部分跌幅，因为投资者权衡了澳大利亚储备银行官员的评论，该官员指出通货膨胀可能比预期更为严重。助理州长Sarah Hunter指出，最近的经济数据略强于预期，表明第三季度的通胀可能超过此前的预测。她的言论与周二澳大利亚储备银行的会议纪要相呼应，该纪要显示，在持续的服务业通胀和稳定的就业情况下，政策制定者认为没有降息的紧迫性。市场现在认为，11月4日会议降息的可能性大致相等，12月降息的可能性约为60%，低于此前的70%。现在注意力转向本周晚些时候即将公布的劳动力数据。在其他地方，美联储主席杰罗姆·鲍威尔的言论加强了对美国进一步货币宽松的预期，美元持续疲软提供了进一步的支撑。

The Australian dollar appreciated to around $0.650 on Wednesday, recovering some of the prior session’s losses, as investors weighed comments from an RBA official pointing to a likely hotter-than-expected inflation. Assistant Governor Sarah Hunter noted that recent economic data has been slightly stronger than anticipated, indicating inflation in the third quarter may exceed earlier forecasts. Her remarks echoed Tuesday’s RBA minutes, which showed policymakers saw no urgency to cut rates amid persistent services inflation and steady employment. Markets now assign roughly even odds of a rate cut at the November 4 meeting and about a 60% chance in December, down from 70% previously. Attention now turns to upcoming labor figures later this week. Elsewhere, ongoing softness in the US dollar provided further support, following Fed Chair Jerome Powell's remarks that reinforced expectations of additional US monetary easing.

标准普尔/澳交所200指数周三上涨0.9%，收于8975点以上，创下近两周来的最大单日涨幅，金融股领涨市场。主要银行领涨，联邦银行、国家银行和澳新银行各上涨约1.6%。顶级银行西太平洋银行也飙升1.8%，此前监管机构在该行完成多年风险改革计划后取消了5亿澳元（3.25亿美元）的资本追加。此外，矿业分项指数上涨0.8%，主要受黄金矿商的推动，上涨0.4%，在金价上涨的情况下徘徊在历史高点附近。与此同时，投资者评估了澳大利亚储备银行9月份谨慎的会议纪要，该纪要表明，在服务业通胀和就业稳定的情况下，不急于降息，并指出未来的任何宽松政策都将取决于即将公布的数据。市场现在预计11月4日降息的可能性大致相等，这一决定与本月晚些时候公布的第三季度通胀数据有关。

The S&P/ASX 200 climbed 0.9% to above 8,975 on Wednesday, marking its strongest daily gain in almost two weeks, with financials leading the market higher. Major banks led the advance, with Commonwealth Bank, National Bank, and ANZ jumping around 1.6% each. Top lender Westpac also soared 1.8% after regulators lifted a A$500 million ($325 million) capital add-on following the bank’s completion of a multi-year risk overhaul program. In addition, the mining sub-index extended gains by 0.8%, largely driven by gold miners, up 0.4%, hovering near record highs amid higher bullion prices. Meanwhile, investors assessed the Reserve Bank of Australia’s cautious September minutes, which signaled no rush to cut rates amid sticky services inflation and firm jobs, noting that any future easing would depend on upcoming data. Markets now price in roughly even odds of a rate cut on November 4, with the decision tied to third-quarter inflation data due later this month.

澳大利亚9月领先指数“回升至略高于趋势”。西太平洋银行墨尔本研究所领先指数在发布后往往不会使澳元大幅波动。澳元/美元徘徊在0.6490左右。

Australian September Leading Index "nudges back up to just over trend".The Westpac-Melbourne Institute Leading Index tends not to shift AUD around too much upon release. AUD/USD is moribund around 0.6490.