澳新银行罗伊摩根消费者信心指数6月上涨6点，至98.8，为12月以来的最高水平。所有组成部分指标都有所改善，尽管许多指标仍低于历史标准。表示现在是购买主要家居用品的好时机的家庭比例上升了3个百分点，达到-7，仍然表明零售情绪疲软。通胀预期跃升0.3个百分点至4.9%，为2023年4月以来的最高水平，可能是由于持续的食品价格通胀（同比4.4%）以及对能源和电力成本上涨的担忧。虽然家庭更高的通胀预期可能不会对整体通胀趋势或工资结果产生重大影响，但它们确实反映了持续的生活成本压力。未来状况指数上涨8点至104.8，当前状况指数上涨3点至89.8，表明对当前和未来经济状况的乐观情绪略有改善。

The ANZ-Roy Morgan Consumer Confidence index rose by 6 points to 98.8 in June, marking the highest reading since December. All component indicators improved, though many remain subdued by historical standards. The proportion of households saying it’s a good time to buy a major household item increased 3 points to -7, still pointing to soft retail sentiment. Inflation expectations jumped 0.3 percentage points to 4.9%—the highest level since April 2023—likely driven by persistent food price inflation (4.4% y/y), as well as concerns over rising energy and electricity costs. While higher inflation expectations from households may not significantly impact overall inflation trends or wage outcomes, they do reflect a continued sense of cost-of-living pressure. The future conditions index rose 8 points to 104.8, and the current conditions index gained 3 points to 89.8, suggesting slightly improved optimism about both present and future economic conditions.

新西兰基准标准普尔/NZX 50指数周四上涨0.15%，收于12480点，结束了连续六个交易日的下跌。随着以色列和伊朗之间的停火似乎正在持续，风险情绪有所改善，缓解了人们对中东更广泛冲突的担忧，从而支撑了反弹。与此同时，随着特朗普政府设定的7月9日谈判协议的最后期限临近，投资者现在正将注意力重新集中在贸易发展上，以避免与贸易伙伴征收互惠关税。在企业新闻中，陶朗加港宣布将其在北港50%的股份出售给Marsden Maritime Holdings，后者已经拥有另一半股份。在大盘股中，Infratil（+1.5%）、Mercury NZ（+1.75%）和Ebos Group（+2.55%）涨幅显著。

New Zealand's benchmark S&P/NZX 50 index rose by 0.15% to close at 12,480 on Thursday, snapping a six-session losing streak. The rebound was underpinned by improving risk sentiment, as the ceasefire between Israel and Iran appeared to be holding, easing concerns about a wider conflict in the Middle East. Meanwhile, investors are now returning their focus to trade developments as the clock ticks down to the July 9 deadline set by the Trump administration to negotiate deals that would avert the imposition of reciprocal tariffs with trading partners. In corporate news, Port of Tauranga announced the sale of its 50% stake in Northport to Marsden Maritime Holdings, which already owns the other half. Among large-cap stocks, notable gains were seen in Infratil (+1.5%), Mercury NZ (+1.75%), and Ebos Group (+2.55%).

周四，新西兰元兑美元汇率升至0.605美元左右，连续第四天上涨，这是由于以色列和伊朗之间的停火继续保持，风险情绪有所改善。由于对美联储独立性的担忧再次出现，新西兰元也受益于美元走软。据报道，唐纳德·特朗普总统正在寻找美联储主席杰罗姆·鲍威尔的继任者。据报道，特朗普对鲍威尔对利率的“观望”态度感到沮丧，促使他考虑在9月或10月宣布他的选择。在国内，最近的经济数据，特别是好于预期的第一季度国内生产总值数据和不断扩大的贸易顺差，支持了新西兰储备银行即将结束其当前宽松周期的观点。

The New Zealand dollar strengthened to around $0.605 on Thursday, marking its fourth consecutive day of gains, driven by improving risk sentiment as a ceasefire between Israel and Iran continues to hold. The kiwi also benefited from a weaker US dollar amid renewed concerns over the US Federal Reserve’s independence. According to reports, President Donald Trump is searching for a successor to Fed Chair Jerome Powell. Trump’s frustration with Powell's "wait and see" approach to interest rates has reportedly prompted him to consider announcing his pick in September or October. Domestically, recent economic data, particularly better-than-expected Q1 GDP figures and a widening trade surplus, have supported the case that the Reserve Bank of New Zealand is approaching the end of its current easing cycle.

周四早盘交易中，新西兰元50指数下跌14点，跌幅0.1%，至12447点，连续第七个交易日下跌，主要受房地产、公用事业和医疗保健股拖累。投资者保持谨慎，同时继续关注以色列-伊朗停火的进展。美联储主席杰罗姆·鲍威尔周三的声明也给市场情绪带来了压力，因为美联储表示不急于降低利率。在周五公布新西兰6月消费者信心数据之前，投资者也持谨慎态度。此前，由于通胀预期持续高企，5月的数据降至7个月低点。指数权重股出现显著下跌，如私人土地和房地产基金（-1.4%）、Meridian Energy（-1.0%）、Gentrack Group（-0.8%）、Mainfreight（-0.6%）、西太平洋银行（0.6%）、Ebos Group（-0.5%）和Contact Energy（-0.4%）。

The NZX 50 dropped 14 points, or 0.1%, to 12,447 in morning deals on Thursday, retreating for the seventh straight session, mainly weighed down by real estate, utilities, and healthcare stocks. Investors remained cautious while continuing to monitor developments in the Israel-Iran ceasefire. Wednesday's statement from Fed Chairman Jerome Powell also pressured sentiment, as the central bank signaled no rush to lower interest rates. Investors were also cautious ahead of the release of New Zealand’s consumer sentiment data for June, due on Friday, after May's figure fell to a seven-month low amid persistently high inflation expectations. Notable losses were seen among index heavyweights such as Private Land and Property Fund (-1.4%), Meridian Energy (-1.0%), Gentrack Group (-0.8%), Mainfreight (-0.6%), Westpac Banking Corp. (-0.6%), Ebos Group (-0.5%), and Contact Energy (-0.4%).