澳大利亚储备银行在2026年暂停，双方都有风险。西太平洋银行经济部预计，未来一年通胀将回落至目标水平，但这不足以改变澳大利亚储备银行更为鹰派的心态。2026年利率保持不变，双方都有风险。

RBA on Hold in 2026, Risks on Both Sides.Westpac Economics sees inflation heading back to target in the year ahead, but this will not be enough to shift the RBA's more hawkish mindset. Rates on hold in 2026, with risks on both sides.

澳大利亚西太平洋银行领先指数（MoM）从之前的0.11%降至11月的-0.04%。澳大利亚西太平洋银行领先指数（MoM）从之前的0.11%降至11月的-0.04%

Australia Westpac Leading Index (MoM) down to -0.04% in November from previous 0.11%.Australia Westpac Leading Index (MoM) down to -0.04% in November from previous 0.11%

澳大利亚西太平洋银行领先指数（月环比）：0%（11月），此前为0.11%。澳大利亚西太平洋银行领先指数（月环比）：0%（11月），此前为0.11%

Australia Westpac Leading Index (MoM): 0% (November) vs previous 0.11%.Australia Westpac Leading Index (MoM): 0% (November) vs previous 0.11%

澳大利亚西太平洋银行消费者信心回落至94.5，反弹证明是短暂的。12月，澳大利亚消费者信心大幅下降，扭转了11月的短暂改善。西太平洋银行消费者信心指数下跌9.0%，至94.5，回落至上个月意外反弹前的水平。

Australia Westpac consumer sentiment falls back to 94.5, bounce proves short-lived.Australian consumer confidence fell sharply in December, reversing November's brief improvement. The Westpac Consumer Sentiment Index dropped -9.0% mom to 94.5, slipping back toward levels seen prior to last month's surprise bounce.