澳大利亚第三季度GDP环比增长0.3%，标志着经济持续放缓。澳大利亚第三季度国内生产总值环比增长0.3%，低于0.5%的环比增长预期，而年增长率达到0.8%。然而，人均国内生产总值环比下降了-0.3%，标志着连续第七个季度出现收缩。

Australia's Q3 GDP expands 0.3% qoq, marking continued economic slowdown.Australia's GDP grew by 0.3% qoq in Q3, falling short of expectations for a 0.5% qoq expansion, while annual growth reached 0.8% yoy. However, GDP per capita declined by -0.3% qoq, marking the seventh consecutive quarter of contraction.

澳元/日元价格预测：盘中暴跌至96.00以下后有所回升，看跌倾向依然存在。周三亚洲时段，澳元/日元交叉下跌至9月18日以来的最低水平，因为澳大利亚国内生产总值印刷疲软，加大了对澳大利亚储备银行（RBA）提前降息的押注。此外，对日本央行（BoJ）将在12月再次加息的预期导致日元（JPY）相对跑赢大盘，并对货币对施加额外压力。

AUD/JPY Price Forecast: Recovers after intraday slump to sub-96.00 levels, bearish bias remains.The AUD/JPY cross dropped to its lowest level since September 18 during the Asian session on Wednesday as softer Australian GDP print lifted bets for an early interest rate cut by the Reserve Bank of Australia (RBA). Moreover, expectations that the Bank of Japan (BoJ) will hike interest rates again in December contribute to the Japanese Yen's (JPY) relative outperformance and exert additional pressure on the currency pair.

第一印象：澳大利亚国民账户，2024年9月季度。澳大利亚经济在9月季度增长缓慢，为0.3%，政府支出的增加推动了所有增长。私人需求（消费者和企业的支出）持平，家庭消费和新商业投资意外下降，本季度均持平。

First Impressions: Australian National Accounts, September Quarter 2024.The Australian economy grew by a sluggish 0.3% in the September quarter, with increased government spending driving all of the gain. Private demand (spending by consumers and businesses) flatlined with household consumption and new business investment surprising to the downside, both holding flat over the quarter.

澳大利亚10年期政府债券收益率降至4.3%，低于预期的GDP数据略微增加了提前降息的可能性。澳大利亚经济在第三季度增长了0.3%，低于市场预期的0.4%的增长，而上一季度增长了0.2%。年增长率从上一时期的1%放缓至0.8%，低于预测的1.1%。这导致市场提高了对明年降息的预期，目前2月份降息的可能性为30%，尽管第一次宽松政策要到5月份才能完全定价。与此同时，澳大利亚储备银行行长米歇尔·布洛克上周强调，核心通胀率太高，短期内无法考虑降息。她还重申，在央行确信通胀有望接近目标区间的中点之前，货币政策将保持限制性。

Australia’s 10-year government bond yield dropped toward 4.3% as weaker-than-expected GDP data slightly increased the likelihood of an early interest rate cut. Australian economy expanded by 0.3% in the third quarter, missing market expectations of 0.4% growth, following a 0.2% rise in the previous quarter. Annual growth slowed to 0.8%, from 1% in the prior period and below the forecasted 1.1%. This led markets to raise expectations of a rate cut next year, with the chances of a move in February now at 30%, although a first easing is still not fully priced in until May. Meanwhile, RBA Governor Michele Bullock emphasized last week that the core inflation is too high to consider interest rate cuts in the near term. She also reiterated that monetary policy will remain restrictive until the bank is confident that the inflation is on track to approach the midpoint of target range.