2025年10月,澳大利亚西太平洋银行墨尔本研究所消费者信心指数下跌3.5%,至92.1,跌幅大于上个月的3.1%。这是自4月以来最快的下跌,抹去了5月至8月期间的涨幅。对家庭财务状况的看法减弱,与一年前相比,家庭财务状况下降了4.8%,至82.1,而对未来12个月的预期下降了9.9%,至97.1,为一年多来的最低水平。对整体经济的评估喜忧参半:12个月前景下滑2.5%,至89.9的一年低点,但5年前景改善1.4%,至94.0。“购买主要家庭用品的时间”指数微跌1.1%,至97.2,而失业预期下降2.9%,至127.6,低于长期平均水平129。澳大利亚宏观预测主管Mathew Hassan指出,家庭似乎对最近的通胀更新感到不安。他补充说,虽然11月的现金利率下调“远非板上钉钉”,但也“并非不可能”
Australia’s Westpac-Melbourne Institute Consumer Sentiment Index fell 3.5% mom to 92.1 in October 2025, steeper than a 3.1% decline in the previous month. It marked the fastest drop since April, erasing gains made between May and August. Views on family finances weakened, with the conditions from a year ago falling 4.8% to 82.1, while expectations for the next 12 months tumbled 9.9% to 97.1, the lowest level in over a year. Assessments of the broader economy were mixed: the 12-month outlook slipped 2.5% to a one-year low of 89.9, but the five-year outlook improved 1.4% to 94.0. The “time to buy a major household item” index edged down 1.1% to 97.2, while unemployment expectations fell 2.9% to 127.6, below the long-run average of 129. Mathew Hassan, Head of Australian Macro-Forecasting, noted that households appear to have been unsettled by recent inflation updates. He added that while a cash rate cut in November is “far from assured,” it is also “not off the table.”