周四,澳元稳定在0.664美元左右,但交易接近两个月来的最低水平,因为美元和国债收益率因对美联储更谨慎降息的预期以及特朗普将在11月获胜的押注而进一步上涨。在国内,投资者消化的数据显示,随着服务业活动进一步扩大,10月份澳大利亚私营部门活动接近稳定,而制造业活动以2020年5月以来的最快速度收缩。在货币政策方面,澳大利亚储备银行副行长Andrew Hauser本周早些时候表示,强劲的就业增长令人略感意外,同时表明央行已准备好根据即将公布的数据在任何一个方向做出回应。市场预计澳大利亚储备银行今年将保持政策稳定,第一次降息要到明年5月才能完全消化。
The Australian dollar steadied around $0.664 on Thursday, but traded close to its lowest levels in two months as the greenback and Treasury yields rallied further on expectations of more cautious Federal Reserve rate cuts and bets that Trump will win in November. Domestically, investors digested data showing private sector activity in Australia neared stabilization in October as services activity expanded further, while manufacturing activity contracted at the fastest pace since May 2020. On the monetary policy front, Reserve Bank of Australia Deputy Governor Andrew Hauser said earlier this week that strong employment growth came as a slight surprise, while indicating that the central bank is ready to respond in either direction depending on incoming data. Markets expect the RBA to hold policy steady this year, with the first rate cut not fully priced in until May next year.