新西兰元回落，因美元走强掩盖了澳新银行的情绪上涨。新西兰元回落，因美元走强掩盖了澳新银行的情绪上涨

New Zealand Dollar retreats as USD strength overshadows ANZ sentiment gains.New Zealand Dollar retreats as USD strength overshadows ANZ sentiment gains

新西兰基准标准普尔/NZX 50指数周四上涨0.4%，收于13459点，涨幅达到近三周来的最高水平。在美联储宣布普遍预期的25个基点降息后，当地市场追随大多数亚洲股市的涨势。然而，美联储主席杰罗姆·鲍威尔表示，由于政府关门期间缺乏数据，这可能是今年的最后一次降息。投资者也在等待美国总统特朗普和中国国家主席Xi之间贸易谈判的细节，希望在达成协议方面取得进展。在大幅货币宽松和经济复苏预期的支撑下，新西兰10月份的商业信心跃升至八个月高点，这进一步提振了积极情绪。涨幅最大的公司包括斐雪派克（+0.9%）、弗莱彻大厦（+1.6%）、雷曼医疗（+0.7%）、Argosy Property（+2.0%）和渠道基础设施（+2.7%）。

New Zealand's benchmark S&P/NZX 50 index rose 0.4% to close at 13,459 on Thursday, extending gains to reach its highest level in nearly three weeks. The local market tracked gains in most Asian equities after the US Federal Reserve delivered a widely expected 25bps rate cut. However, Fed Chair Jerome Powell said that this may be the final reduction this year due to lack of data amid the ongoing government shutdown. Investors also awaited details from trade talks between US President Trump and Chinese President Xi, hoping for progress toward a deal. Adding to the positive sentiment, New Zealand’s business confidence jumped to an eight-month high in October, supported by substantial monetary easing and expectations of economic recovery. Top gainers included Fisher & Paykel (+0.9%), Fletcher Building (+1.6%), Ryman Healthcare (+0.7%), Argosy Property (+2.0%), and Channel Infrastructure (+2.7%).

新西兰元周四回升至约0.577美元的三周高点附近，此前隔夜下跌0.3%，因美联储主席杰罗姆·鲍威尔的鹰派言论使美元走强。尽管美联储周三公布了普遍预期的25个基点的降息，但鲍威尔指出，12月再次降息“并非板上钉钉”，这抑制了对延长宽松周期的预期。现在，人们的注意力已转移到备受期待的美国总统特朗普和中国国家主席Xi今天晚些时候在韩国的会晤上，投资者希望在达成贸易协议方面取得有意义的进展。尽管如此，新西兰储备银行进一步放松货币政策的预期仍限制了新西兰元的上涨空间，交易员预计11月几乎肯定会降息25个基点。

The New Zealand dollar climbed back near a three week-high at around $0.577 on Thursday, after slipping 0.3% overnight as the US dollar strengthened on hawkish remarks from Federal Reserve Chair Jerome Powell. While the Fed delivered a widely expected 25bps rate cut on Wednesday, Powell noted that another cut in December “is not a foregone conclusion,” dampening expectations of an extended easing cycle. Attention has now shifted to the highly anticipated meeting between US President Trump and Chinese President Xi in South Korea later today, where investors are hoping for meaningful progress toward a trade deal. Still, upside for the kiwi remains limited by expectations of further monetary easing by the Reserve Bank of New Zealand, with traders pricing in an almost certain 25-bps rate cut in November.

新西兰澳新银行商业信心飙升至七个月高点，复苏迹象初现。新西兰澳新银行商业信心指数9月大幅飙升，从49.6升至58.1，为2月以来的最高水平。自身经济活动展望也略有改善，从43.4升至44.6，为4月以来的最高水平。

New Zealand ANZ business confidence surges to seven-month high, green shoots emerging.New Zealand's ANZ Business Confidence Index surged sharply in September, rising from 49.6 to 58.1, the highest level since February. Own Activity Outlook also improved modestly, up from 43.4 to 44.6, marking its strongest reading since April.