欧元/美元、美元/日元和澳元/美元预测——美联储加息前美元继续走软。美元继续看到很多嘈杂的交易，但主要是负面的。在这一点上，市场可能会看到一些关于我们下一步走向的问题。

EUR/USD, USD/JPY and AUD/USD Forecast – US Dollar Continues to Soften Ahead of Fed.The US dollar continues to see a lot of noisy trading, but mainly negative. At this point, the markets are likely to see a bit of questions about where we are going next.

澳大利亚央行行长表示，随着规模的增长，澳大利亚养老基金将扩大外汇对冲的使用。一位高级央行行长周二表示，澳大利亚养老基金将不得不扩大外汇套期保值的使用，因为该行业的规模可能会增长，成为全球第二大养老基金，海外投资份额也会更大。

Australian pension funds to expand use of forex hedging as size grows, top central banker says.Australian pension funds will have to expand the use of foreign exchange hedging as the sector is likely to grow in size to become the second-largest globally with a larger share of investments going abroad, a top central banker said on Tuesday.

随着市场消化了澳大利亚储备银行最近的言论，澳大利亚10年期政府债券收益率跌至4.21%左右，接近四周低点。助理行长Sarah Hunter表示，通胀正接近央行的目标区间，并称前景是平衡的，同时强调鉴于政策滞后，需要采取前瞻性的方法。她还指出了消费支出走强的迹象，并重申了澳大利亚储备银行保持经济接近充分就业的目标。最近，更为强劲的经济数据缓和了人们对立即降息的预期，市场现在认为本月政策保持不变的可能性为86%。尽管如此，期货继续定价，11月宽松的可能性约为80%。投资者的注意力正转向即将发布的就业报告和其他澳大利亚储备银行官员的评论。另外，市场正在等待美国本周的利率决定，普遍预期的25个基点的降息可能会给全球收益率带来压力。

Australia’s 10-year government bond yield slipped to around 4.21%, nearing a four-week low, as markets digested recent remarks from the RBA. Assistant Governor Sarah Hunter said inflation is getting closer to the central bank’s target range and described the outlook as balanced, while stressing the need for a forward-looking approach given policy lags. She also pointed to signs of stronger consumer spending and reiterated the RBA’s goal of keeping the economy near full employment. Firmer economic data has recently tempered expectations of an immediate rate cut, with markets now assigning an 86% probability that policy will remain unchanged this month. Still, futures continue to price in around an 80% chance of easing in November. Investor focus is shifting to the upcoming jobs report and comments from other RBA officials. Separately, markets are awaiting the US rate decision this week, with a widely expected 25 bps cut likely to pressure global yields.

周二，澳元稳定在0.666美元左右，保持了十多个月来的最高水平，这得益于对澳大利亚储备银行进一步降息的预期减弱。市场现在认为，央行在9月份的会议上保持利率不变的可能性为86%。7月份强劲的贸易顺差、有弹性的第二季度GDP数据以及超过预期的7月份通胀数据提振了这种情绪。此外，9月份消费者通胀预期上升，表明国内需求持续，并引发了人们对通胀压力可能再次抬头的担忧。澳大利亚储备银行助理行长Sarah Hunter周二表示，央行“接近通胀目标”。她指出，经济风险大致平衡，并强调鉴于货币政策的延迟效应，需要采取前瞻性的政策方法。亨特还重申了澳大利亚储备银行对消费者支出的关注以及支持充分就业的承诺。

The Australian dollar steadied around $0.666 on Tuesday, maintaining its highest level in over ten months, supported by diminishing expectations of further interest rate cuts by the RBA. Markets are now pricing in an 86% probability that the central bank will keep rates unchanged at its September meeting. This sentiment has been bolstered by a strong trade surplus in July, resilient Q2 GDP figures, and July inflation data that exceeded forecasts. Additionally, consumer inflation expectations rose in September, signaling sustained domestic demand and raising concerns about a possible resurgence in inflationary pressures. RBA Assistant Governor Sarah Hunter stated on Tuesday that the central bank is “nearing its inflation target.” She noted that economic risks are broadly balanced and stressed the need for a forward-looking policy approach, given monetary policy’s delayed effects. Hunter also reaffirmed the RBA’s focus on consumer spending and commitment to supporting full employment.