澳元:失业率上升并不保证澳洲联储降息 – 加拿大丰业银行
澳大利亚9月份的失业率从修正后的4.3%加速上升至4.5%,高于4.3%的预期,荷兰国际集团(ING)外汇分析师弗朗切斯科-佩索莱(Francesco Pesole)指出。

澳大利亚9月份的失业率从修正后的4.3%加速上升至4.5%,高于4.3%的预期,荷兰国际集团(ING)外汇分析师弗朗切斯科-佩索莱(Francesco Pesole)指出。

澳储行预计将在12月降息

"8月份的就业数据也被下修至-12k,结合9月份的15k增幅,过去两个月的招聘基本持平。因此,即使失业率的上升主要是由于参与率的提高,并不一定意味着劳动条件的实质性恶化,但这确实稍微倾斜了澳储行预期的鸽派立场。"

"这是否意味着澳储行将在11月4日的会议上降息(已定价18个基点)?这将完全取决于10月29日的第三季度通胀数据。考虑到过去两个月的通胀高于预期,我们认为季度数据仍有可能过热,令相对谨慎的澳储行在11月无法降息,即使现在的门槛确实稍微降低了。"

"基本假设是澳储行将在12月降息,因此如果提前降息,可能会使澳元/美元的走势略微下行。贸易消息仍将是最大的驱动因素,我们看到去风险化;0.68仍然是澳元非常可达的目标。"

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