地缘政治谨慎导致贸易恢复顺差，澳元小幅走高。地缘政治谨慎导致贸易恢复顺差，澳元小幅走高

Australian Dollar edges higher as trade swings back to surplus amid geopolitical caution.Australian Dollar edges higher as trade swings back to surplus amid geopolitical caution

澳大利亚储备银行的布洛克警告称，第二轮通胀风险正在出现。澳大利亚储备银行行长米歇尔·布洛克表示，越来越多的迹象表明，加息有助于减缓国内通胀压力，但他警告称，与中东冲突相关的燃料成本上涨给政策制定者带来了新的挑战。布洛克在参议院经济委员会发表讲话时指出，“我们已经看到一些迹象表明，这种紧缩政策开始奏效”，同时警告说，最近加息的全部影响可能需要“大约一到两年”才能在经济中发挥作用。

RBA's Bullock Warns Second-Round Inflation Risks Are Emerging.RBA Governor Michele Bullock said there are growing signs that higher interest rates are helping to slow domestic inflation pressures, but warned that rising fuel costs linked to the Middle East conflict are creating a new challenge for policymakers. Speaking before the Senate Economics Committee, Bullock noted that “we've already seen some signs that this tightening is starting to work,” while cautioning that the full effects of recent rate increases could take “around one to two years” to flow through the economy.

澳大利亚4月商品贸易恢复顺差，出口反弹。澳大利亚的商品贸易平衡重新转为顺差​四月，在一次意外之后‌周四的数据显示，前一个月的赤字有所回升​资源出口帮助抵消了​燃料进口激增。

Australia April goods trade back in surplus as exports rebound.Australia's balance on goods trade swung back into surplus ​in April after a surprise ‌deficit the month before, data showed on Thursday, as a rebound in ​resource exports helped offset a ​surge in fuel imports.

澳大利亚4月出口跃升至+7.2%m/m（此前为-2.7%）。澳大利亚2026年4月的贸易数据显示，贸易平衡为17.91亿澳元，预计盈余为16.1亿澳元，之前为1.84亿澳元。简而言之，铁矿石、煤炭和液化石油气的出口表现强劲。

Australian April Exports leap higher at +7.2% m/m (vs. -2.7% prior).Australian April 2026 trade data, gives a trade balance of 1.791bn AUD surplus expected -1.61bn, prior -1.84bn I'll have more to come on this separately. In brief exports or iron ore, coal and LPG strong.