澳元:随着市场从降息转向加息,RBA 预期发生变化 - 荷兰国际集团
澳大利亚储备银行(RBA)的预期急剧转向紧缩,行长布洛克排除了进一步降息的可能性,并为明年的加息留出了空间。这一转变提振了澳元,ING的外汇分析师Chris Turner指出,GBP/AUD在未来可能面临进一步下行。

澳大利亚储备银行(RBA)的预期急剧转向紧缩,行长布洛克排除了进一步降息的可能性,并为明年的加息留出了空间。这一转变提振了澳元,ING的外汇分析师Chris Turner指出,GBP/AUD在未来可能面临进一步下行。

随着政策前景变得更加鹰派,澳元走强

"澳大利亚储备银行的政策预期实际上在全球重新评估政策宽松周期中处于领先地位。在过去六周中,未来一年的一个月期澳元OIS从3.08%(暗示约50个基点的RBA降息)波动至4.07%(接近50个基点的RBA加息)。"

"昨晚的RBA会议为这一趋势提供了更多动力,行长米歇尔·布洛克似乎排除了任何进一步降息的可能性,并考虑在核心通胀持续的情况下以及劳动力市场保持稳定的情况下明年加息。"

"澳元是我们2026年外汇展望中的首选之一,我们认为像GBP/AUD这样的交叉汇率有很大的空间进行下行修正。"

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Name / Symbol
Chart
% Change / Price
GBPUSD
1 D change
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0
EURUSD
1 D change
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USDJPY
1 D change
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