澳大利亚10年期政府债券收益率稳定在4.24%左右,投资者对最新的劳动力市场报告几乎没有反应。继4月份修正后增加87600个工作岗位后,经济在5月份减少了2500个工作岗位,而预测为增加25000个工作岗位。与此同时,失业率保持在4.1%,与预期相符。该报告对市场对澳大利亚储备银行放松货币政策的预期影响很小。市场目前预计,7月份降息25个基点的可能性为65%,与之前大致相同。在全球范围内,投资者评估了美联储保持利率稳定的决定,同时暗示未来降息步伐将放缓。美联储主席杰罗姆·鲍威尔还警告称,由于特朗普政府计划征收关税,未来几个月通货膨胀率将上升。在地缘政治方面,市场关注的是唐纳德·特朗普总统是否会让美国卷入不断升级的伊朗-以色列冲突。
Australia’s 10-year government bond yield held steady at around 4.24%, with investors showing little reaction to the latest labour market report. The economy shed 2,500 jobs in May, following a revised 87,600 increase in April and compared to forecasts of a 25,000 rise. Meanwhile, unemployment rate held at 4.1%, in line with expectations. The report had minimal impact on market expectations for monetary policy easing by the Reserve Bank of Australia. Markets are currently pricing in a 65% chance of a 25bps rate cut in July, more or less the same as before. Globally, investors assessed the US Federal Reserve’s decision to hold rates steady, while signaling a slower pace of future cuts. Fed Chair Jerome Powell also warned of higher inflation in the coming months due to the Trump administration's planned tariffs. On the geopolitical front, markets are focused on whether President Donald Trump would involve the US in the escalating Iran-Israel conflict.