标准普尔/澳交所200指数周五收于9019点，下跌0.2%，此前在上一交易日有所暂停，原因是金融和黄金股的获利回吐对该指数造成压力，而投资者在当地和美国通胀数据公布前变得谨慎。市场关注下周公布的澳大利亚第三季度通胀报告，该报告被视为储备银行政策前景的关键，而当天晚些时候公布的美国9月CPI则被视为美联储下一步行动的线索。在企业方面，金融股下跌0.5%，四大银行中有三家收盘下跌，澳新银行集团下跌1%领跌。黄金矿商也下跌了1.6%，将周跌幅扩大至约9%，为2022年7月以来的最大跌幅，因为投资者在强劲反弹后锁定了涨幅。行业巨头纽蒙特股价下跌4.4%，此前由于支出增加，第四季度现金流下降。本周，基准指数上涨0.3%，标志着连续第二周上涨。

The S&P/ASX 200 finished 0.2% lower at 9,019 on Friday, after pausing in the previous session, as profit-taking in financials and gold stocks weighed on the index, while investors turned cautious ahead of local and US inflation data. Markets focused on Australia’s third-quarter inflation report due next week, seen as key for the Reserve Bank’s policy outlook, while the US September CPI, released later in the day, was eyed for clues on the Federal Reserve’s next moves. On the corporate side, financials fell 0.5%, with three of the Big Four banks closing lower, led by a 1% drop in ANZ Group. Gold miners also declined 1.6%, extending their weekly loss to about 9%, the steepest since July 2022, as investors locked in gains after a strong rally. Sector giant Newmont slid 4.4% after flagging lower fourth-quarter cash flow due to higher spending. For the week, the benchmark index ended 0.3% higher, marking its second straight weekly gain.

澳元/日元在99.50上方保持积极态势，贸易谈判提振投资者情绪。澳元/日元在99.50上方保持积极态势，贸易谈判提振投资者情绪

AUD/JPY holds positive ground above 99.50 as trade talks boost investor sentiment.AUD/JPY holds positive ground above 99.50 as trade talks boost investor sentiment

澳大利亚储备银行行长米歇尔·布洛克在周五的一次演讲中表示，从明年开始，澳大利亚储备银行将开始考虑如何使该国的银行间结算系统现代化，该系统每天处理约3000亿澳元的交易。她表示：“我们的支付系统必须保持安全、可靠、低成本和易于使用，但也要具有创新性和面向未来的能力。”她称这一努力是“经济上的当务之急”。此次审查将探索对储备银行信息和转账系统（RITS）的升级，包括采用现代数据交换方法、延长营业时间和扩大央行货币结算。布洛克指出，虽然RITS仍然安全高效，但它必须“不仅在现在，而且在未来都保持适用”

The Reserve Bank of Australia will begin considering ways to modernize the nation’s interbank settlement system, which processes about AUD 300 billion in daily transactions, starting next year, Governor Michele Bullock said in a speech Friday. “Our payments system must remain safe, reliable, low-cost and easy to use – but also innovative and future-ready,” she stated, calling the effort “an economic imperative.” The review will explore upgrades to the Reserve Bank Information and Transfer System (RITS), including adopting modern data exchange methods, extending operating hours, and expanding settlements in central bank money. Bullock noted that while RITS remains secure and efficient, it must “stay fit-for-purpose not just now but into the future.”

澳大利亚10年期债券收益率小幅降至4.14%，投资者将注意力转向下周公布的第三季度通胀数据，以获得有关储备银行下一步政策举措的更明确信号。市场目前预计，在上周公布低于预期的就业报告后，澳大利亚储备银行将在11月下调现金利率的可能性约为70%。在最新的经济更新中，澳大利亚10月份的商业活动有所扩大，主要得益于服务业的稳健增长，而制造业产出在连续三个月扩张后出现收缩。与此同时，在美国总统唐纳德·特朗普和澳大利亚总理安东尼·阿尔巴内塞之间取得突破后，风险情绪有所改善。阿尔巴内塞签署了一项关键的矿产协议，旨在减少对中国的依赖，并可能向当地采矿项目输送数十亿美元。

Australia’s 10-year bond yield inched down to 4.14%, with investors turning their attention to the third-quarter inflation data, due next week, for clearer signals on the Reserve Bank’s next policy move. Markets are currently pricing in about a 70% probability that the RBA will cut its cash rate in November, following a weaker-than-expected jobs report last week. In the latest economic updates, business activity in Australia expanded in October, driven mainly by solid growth in the services sector, while manufacturing output contracted after three consecutive months of expansion. Meanwhile, risk sentiment improved after a breakthrough between US President Donald Trump and Australian Prime Minister Anthony Albanese, who signed a critical minerals pact aimed at reducing reliance on China and potentially channeling billions of dollars into local mining projects.