标准普尔/澳交所200指数周一上涨0.7%,至9082点,受对美中贸易谈判进展的乐观情绪支撑。这两个最大的经济体就出口管制、芬太尼监管和航运税等几个关键问题达成了初步共识。在澳大利亚,重点是即将公布的第三季度通胀数据和9月份月度CPI,这将指导央行的下一步政策举措。随着澳大利亚储备银行似乎正在实现其通胀和就业目标,即将公布的数据可能会突显出不断发展的挑战,这可能会促使对董事会的政策前景进行重新评估。正如最近的月度通胀数据所反映的那样,持续的价格压力的新迹象可能会影响该行在今年早些时候三次降息后,下周维持其目前的政策立场。银行业表现突出,澳大利亚国民银行(1.5%)、联邦银行(1.3%)和西太平洋银行(1.1%)均上涨。
The S&P/ASX 200 rose 0.7% to 9,082 on Monday, supported by optimism over progress in US–China trade negotiations. The two largest economies reached a preliminary consensus on several key issues, including export controls, fentanyl regulation, and shipping levies. In Australia, focus is on upcoming Q3 inflation data and the September Monthly CPI, which will guide the central bank's next policy move. As the RBA appears on course to meet its inflation and employment objectives, forthcoming data may highlight developing challenges that could prompt a reassessment of the board’s policy outlook. Emerging signs of persistent price pressures, as reflected in recent monthly inflation data, could influence the bank to maintain its current policy stance next week, following three rate reductions earlier in the year. The banking sector was among the standout performers, with National Australia Bank (1.5%), Commonwealth Bank (1.3%), and Westpac Banking Corporation (1.1%) all advancing.