欧元/美元、美元/日元和澳元/美元预测——周一早盘美元下跌。美元在周一早盘交易中小幅下跌，因为市场总体上表现出“冒险态度”。目前，市场正寻求恢复过去几个交易日的一些由恐惧驱动的走势。

EUR/USD, USD/JPY and AUD/USD Forecast – US Dollar Slips in Early Trading on Monday.The US dollar has slipped a bit in early Monday trading, as the markets are showing an overall “risk on attitude” out there. At this point, the markets are looking to recover some of the fear driven movements over the last few sessions.

澳元/日元在两国PMI数据公布后上涨至94.00以上。澳元/日元停止了四天的下跌，周一欧洲早盘交易时间接近94.20。随着乐观的柔道银行PMI初步数据公布，澳元（AUD）走强，货币交叉上涨。

AUD/JPY rises above 94.00 following PMI data from both countries.AUD/JPY halts its four-day losing streak, trading near 94.20 during early European hours on Monday. The currency cross gains as the Australian Dollar (AUD) strengthens following the release of upbeat preliminary Judo Bank PMI data.

标准普尔/澳交所200指数周一微涨0.07%，收于7937点，延续了上周的涨势，强劲的私营部门活动数据提振了市场情绪。3月份，澳大利亚的制造业活动以29个月来最快的速度扩张，而服务业的增长也在加速。指数权重股表现突出，如联邦银行（1.4%）、Fortescue（3.2%）、NAB（2.2%）、矿产资源（6.9%）和Telix Pharmaceuticals（4.4%）。在企业新闻方面，詹姆斯·哈迪以140亿澳元收购美国户外建筑产品制造商AZEK后，股价暴跌14.5%。抵押贷款保险公司Helia Group也下跌了25.6%，此前该公司披露，由于该银行与另一家提供商进行了独家谈判，其与联邦银行的贷款人抵押贷款保险（LMI）合同可能处于危险之中。

The S&P/ASX 200 Index inched up 0.07% to close at 7,937 on Monday, building on last week’s gains as strong private sector activity data lifted market sentiment. Manufacturing activity in Australia expanded at the fastest pace in 29 months in March, while services growth also accelerated. Notable performances were seen from index heavyweights such as Commonwealth Bank (1.4%), Fortescue (3.2%), NAB (2.2%), Mineral Resources (6.9%), and Telix Pharmaceuticals (4.4%). In corporate news, James Hardie plunged 14.5% following its A$14 billion acquisition deal for US outdoor building products maker AZEK. Mortgage insurer Helia Group also sank 25.6% after disclosing that its lenders mortgage insurance (LMI) contract with Commonwealth Bank could be in jeopardy, as the bank entered exclusive talks with an alternative provider.

澳大利亚10年期政府债券收益率攀升至4.45%左右，强劲的私营部门活动数据强化了澳大利亚储备银行对货币政策的克制态度。3月份，制造业出现了两年多来最快的扩张，而服务业的增长也有所回升。此前，本月早些时候公布了强劲的GDP数据，年度和季度数据均超过预测。稳健的经济表现与澳大利亚储备银行上周的鹰派信号相吻合，助理行长Sarah Hunter重申，央行在进一步降息方面仍比市场更加谨慎，同时强调需要监控美国的政策决定及其对澳大利亚通胀的潜在影响。降息预期仍存在分歧，一些分析师预计最早将于5月降息，而另一些分析师则预计将于7月或8月降息。

Australia’s 10-year government bond yield climbed to around 4.45% as robust private sector activity data reinforced the RBA’s restrained approach to monetary policy. In March, the manufacturing sector saw its fastest expansion in over two years, while services sector growth also picked up. This follows strong GDP data earlier in the month, with both annual and quarterly figures surpassing forecasts. The solid economic performance aligns with the RBA’s hawkish signals last week, with Assistant Governor Sarah Hunter reiterated that the central bank remains more cautious than markets on further rate cuts, while emphasizing the need to monitor US policy decisions and their potential impact on Australian inflation. Rate cut expectations remain divided, with some analysts anticipating a move as early as May, while others foresee it happening in July or August.