日本央行做出决定后，澳元/日元跌至100.50附近，等待上田行长的评论。澳元/日元回撤了前一交易日的近期涨幅，在周四的亚洲时段交易于100.50左右。澳元/日元交叉下跌之际，日元（JPY）在日本央行（BoJ）宣布政策后走强。

AUD/JPY falls to near 100.50 following BoJ decision, awaits Governor Ueda's comments.AUD/JPY retraces its recent gains from the previous session, trading around 100.50 during Thursday's Asian hours. The decline in the AUD/JPY cross comes as the Japanese Yen (JPY) strengthens following the Bank of Japan's (BoJ) policy announcement.

周四，澳元兑美元汇率在0.657美元左右，徘徊在8月初以来的最低水平附近，因为投资者对低于预期的零售销售数据做出了反应。澳大利亚9月份零售额仅增长0.1%，与8月份0.7%的增长率相比大幅放缓，并且由于8月份温暖天气的推动作用减弱，零售额增长率低于0.3%的预测。此外，本周早些时候发布的一份喜忧参半的季度国内通胀报告降低了人们对澳大利亚储备银行立即降息的预期。第三季度，澳大利亚储备银行首选的通胀指标——年度平均CPI仅略微放缓至3.5%，仍高于2%-3%的目标范围。澳大利亚储备银行一直强调，核心通胀率仍然过高，无法证明立即降息是合理的。市场普遍预计，澳大利亚储备银行将在下周即将召开的会议上将利率维持在4.35%，预计第一次降息要到明年5月才能进行。

The Australian dollar traded around $0.657 on Thursday, hovering near its lowest levels since early August as investors reacted to weaker-than-expected retail sales data. Retail sales in Australia rose just 0.1% in September, a significant slowdown from the 0.7% growth recorded in August, and fell short of forecasts for a 0.3% increase, as the boost from warmer weather in August faded. Additionally, a mixed quarterly domestic inflation report released earlier this week reduced expectations for an immediate rate cut from the Reserve Bank of Australia. The annual trimmed mean CPI, the RBA's preferred measure of inflation, moderated only slightly to 3.5% in Q3, remaining above the target range of 2%-3%. The RBA has consistently highlighted that core inflation remains too high to justify immediate rate cuts. Markets are largely anticipating that the RBA will maintain rates at 4.35% during its upcoming meeting next week, with the first rate cut not expected until May of next year.

2024年9月，澳大利亚经季节性调整的私人住房批准数环比增长2.2%，达到9745套，比8月份的2.3%略有放缓。最新结果标志着今年迄今为止的第七个积极读数，南澳大利亚州（10.3%）、昆士兰州（6.4%）和西澳大利亚州（5.9%）的批准率有所上升。与此同时，维多利亚州（-3.1%）和新南威尔士州（-1.1%）的批准率下降。

The seasonally adjusted private house approvals in Australia increased by 2.2% month-on-month to 9,745 units in September 2024, decelerating slightly from a 2.3% gain in August. The latest results marked the seventh positive reading so far this year, with approvals rising in South Australia (10.3%), Queensland (6.4%), and Western Australia (5.9%). Meanwhile, approvals declined in Victoria (-3.1%) and New South Wales (-1.1%).

澳大利亚10年期政府债券收益率跃升至4.56%左右，创六个月新高，因为投资者继续评估最近的经济数据及其对澳大利亚储备银行政策前景的潜在影响。周四的数据显示，继8月份的强劲表现之后，澳大利亚9月份的零售销售保持坚挺，这表明家庭支出疲软的时期可能正在趋于稳定。本周早些时候，数据显示，第三季度整体通胀放缓至3年半以来的低点，标志着通胀首次回到储备银行的目标区间。然而，核心通胀率，即削减后的通胀率，意味着澳大利亚储备银行密切关注，仍然具有粘性，这强化了央行的观点，即货币政策暂时需要保持限制性。

Australia's 10-year government bond yield jumped to around 4.56%, hitting a six-month high as investors continued to assess recent economic data and its potential impact on the Reserve Bank of Australia’s policy outlook. Data on Thursday showed retail sales in Australia held firm in September following a robust performance in August, indicating that the period of subdued household spending may be stabilizing. Earlier this week, data revealed that headline inflation slowed to a 3-1/2-year low in the third quarter, marking the first time inflation has returned to the Reserve Bank's target range. However, the core inflation, the trimmed mean that the RBA watches closely, remained sticky, reinforcing the central bank’s view that monetary policy needs to stay restrictive for the time being.