标准普尔/澳交所200指数周一上涨0.8%，回升至上周创下的9000点历史新高之上，此前华尔街周五创下历史新高。在鲍威尔主席在杰克逊霍尔演讲中表示将降息后，人们乐观地认为美联储可能会在下次政策会议上降息，这推动了反弹。市场现在预计，演讲后9月份降息的可能性接近85%。在国内，交易员预计澳大利亚储备银行在利率决定后将保持谨慎，有可能在11月通过更大幅度的50个基点降息恢复宽松政策，而最新会议纪要将于周二公布。在企业方面，对较低利率的押注提振了铜相关股票，因为借贷成本的降低被视为刺激了对铜密集型行业的投资。矿业巨头力拓和必和必拓分别上涨1.5%和2.4%，而南方铜业和自由港麦克莫兰分别上涨约4.1%和2.7%。主要银行也将涨势扩大到新的历史高点。

The S&P/ASX 200 climbed 0.8% on Monday, moving back above the record 9,000 milestone breached last week, following Wall Street’s all-time high on Friday. The rally was fueled by optimism that the US Federal Reserve could lower rates at its next policy meeting after Chair Powell signaled such a move in his Jackson Hole speech. Markets are now pricing in nearly an 85% odds of a September cut after the speech. Domestically, traders expect the RBA to remain cautious after its rate decision, with the possibility of resuming easing through a larger 50 bps cut in November, while minutes from the latest meeting will be released on Tuesday. On the corporate side, bets of lower rates boosted copper-related stocks as reduced borrowing costs are seen spurring investment in copper-intensive sectors. Mining giants Rio Tinto and BHP gained 1.5% and 2.4%, respectively, while Southern Copper and Freeport-McMoRan climbed about 4.1% and 2.7%. Major banks also extended their rally to a fresh record-high.