澳大利亚10年期政府债券收益率跌至3.94%以下，追随美国债券收益率的下降，因为投资者正在为今天晚些时候公布的美国就业数据做准备，这可能会决定美联储降息的步伐。在澳大利亚，澳大利亚储备银行行长米歇尔·布洛克周四重申，由于通货膨胀加剧，考虑近期降息还为时过早，尽管数据显示第二季度经济仍然疲软，但仍保持鹰派立场。她指出，董事会对通胀的上行风险保持警惕，在可持续地朝着2-3%的目标区间发展之前，政策需要保持足够的限制性。本周早些时候，数据显示，澳大利亚经济在6月份季度增长了0.2%，低于0.3%的增长预测。年增长率从第一季度的1.3%降至1%，达到了自20世纪90年代经济衰退以来的最高水平，除了疫情造成的扭曲。在其他经济新闻中，澳大利亚7月份的贸易顺差扩大，出口增加，进口下降。

Australia's 10-year government bond yield fell below 3.94%, tracking a decline in US bond yields as investors braced for US jobs data due later today, which could dictate the pace of Federal Reserve rate cuts. In Australia, RBA Governor Michele Bullock on Thursday reiterated that it was premature to consider near-term rate cuts due to elevated inflation, maintaining a hawkish stance even as data showed the economy remained sluggish in the second quarter. She noted that the board is alert to upside risks to inflation and that policy will need to remain sufficiently restrictive until it moves sustainably toward its 2-3% target range. Earlier this week, data revealed that Australia’s economy grew 0.2% in the June quarter, missing forecasts of a 0.3% rise. Annual growth slowed to 1% from 1.3% in Q1, reaching levels not seen since the 1990s recession, except distortions from the pandemic. In other economic news, Australia’s trade surplus widened in July, as exports rose while imports fell.

2024年7月，澳大利亚自住房的新房贷款价值环比增长2.9%，达到两年来的最高点188.8亿澳元，高于市场预测和6月份上调的1.0%。新建住宅的购买量强劲反弹（6月份为5.8%对-1.5%），同时现有住宅的购买大幅回升（4.1%对0.8%）。另一方面，住宅建设下降（-3.2%对2.2%）。从地理位置来看，新南威尔士州（2.7%）、维多利亚州（2.8%）、昆士兰州（6.6%）和南澳大利亚州（2.8%）的新房贷款有所增加，但西澳大利亚州和塔斯马尼亚州（0.4%）的新房贷款停滞不前。相比之下，北领地（-11.7%）和澳大利亚首都领地（-14.6%）的失业率有所下降。按年度计算，新房贷款的价值增长了26.5%。

The value of new home loans for owner-occupied homes in Australia rose by 2.9% month-on-month to a two-year peak of AUD 18.88 billion in July 2024, compared with market forecasts and June's upwardly revised figure of a 1.0% rise. The purchase of newly erected dwellings rebounded strongly (5.8% vs -1.5% in June) amid a sharp pick-up in the purchase of existing dwellings picked up sharply (4.1% vs 0.8%). On the other hand, construction of dwellings fell (-3.2% vs 2.2%). Geographical-wise, new home loans increased in New South Wales (2.7%), Victoria (2.8%), Queensland (6.6%), and South Australia (2.8%) but stalled in West Australia and Tasmania (0.4%). In contrast, they shrank in the Northern Territory (-11.7%) and the Australian Capital Territory (-14.6%). On an annual basis, the value of new home loans jumped by 26.5%.

标准普尔/澳交所200指数周五上涨0.2%，收于8000点，连续第二个交易日上涨，权重金融股领涨。周四，澳大利亚储备银行行长米歇尔·布洛克重申，由于通货膨胀率仍然过高，央行决定在8月份的会议上保持利率不变。然而，她承认，澳大利亚储备银行将致力于保持劳动力市场的收益，同时努力将通货膨胀率降至2-3%的目标范围。金融板块涨幅由联邦银行（0.9%）、麦格理集团（1.2%）、澳新银行集团（1%）、西太平洋银行（0.8%）和澳大利亚国民银行（0.4%）领涨。其他显著上涨的股票包括Fortescue（0.8%）、Mineral Resources（1%）和Goodman Group（0.8%）。尽管如此，基准指数本周仍将下跌1%以上。

The S&P/ASX 200 Index gained 0.2% toward the 8,000 mark on Friday, rising for the second straight session, with heavyweight financial stocks leading the advance. On Thursday, Reserve Bank of Australia Governor Michele Bullock reiterated that the central bank decided to keep rates unchanged at the August meeting as inflation remains too high. However, she acknowledged that the RBA will aim to preserve gains made in the labor market while trying to bring inflation down toward the 2-3% target range. Gains in the financial sector were led by Commonwealth Bank (0.9%), Macquarie Group (1.2%), ANZ Group (1%), Westpac Banking (0.8%) and National Australia Bank (0.4%). Other notable gainers include Fortescue (0.8%), Mineral Resources (1%) and Goodman Group (0.8%). Still, the benchmark index is on track to lose more than 1% for the week.

澳大利亚10年期政府债券收益率约为3.96%，此前澳大利亚储备银行行长米歇尔·布洛克重申，由于通货膨胀加剧，考虑近期降息还为时过早，即使在数据显示第二季度经济仍然疲软之后，他仍持鹰派立场。布洛克指出，董事会对通胀的上行风险保持警惕，货币政策需要保持足够的限制性，直到可持续地朝着2-3%的目标区间发展。本周早些时候，数据显示，澳大利亚经济在6月份季度增长了0.2%，低于0.3%的增长预测。年增长率从上一时期的1.3%降至1%，达到了自20世纪90年代经济衰退以来的最高水平，不包括疫情造成的扭曲。在其他经济新闻中，澳大利亚7月份的贸易顺差扩大，这得益于出口增加而进口下降。

Australia's 10-year government bond yield was around 3.96% after RBA Governor Michele Bullock reiterated that it was premature to consider near-term rate cuts due to elevated inflation, maintaining a hawkish stance even after data showed the economy remained sluggish in the second quarter. Bullock noted that the board is alert to upside risks to inflation and that monetary policy will need to remain sufficiently restrictive until it moves sustainably toward its 2-3% target range. Earlier this week, data revealed that Australia’s economy grew 0.2% in the June quarter, missing forecasts of a 0.3% rise. Annual growth slowed to 1% from 1.3% in the previous period, reaching levels not seen since the 1990s recession, excluding distortions from the pandemic. In other economic news, Australia’s trade surplus widened in July, supported by a rise in exports while imports declined.