Skip to main content
ForexLive· Eamonn Sheridan·· 11 天前精选AI 评分60

澳洲联储主席Bullock:加息后不提供指引,宜先观察数据

RBA’s Bullock offers no guidance, says it is probably good to wait for data after hike

AI 导读

RBA Governor Michele Bullock said the 25bp hike to 4.85% was to lower inflation and address domestic capacity pressures, but she offered no guidance on the next rate move, saying it is now appropriate to observe upcoming data first. She said inflation over the coming year is largely locked in, growth needs to remain subdued and the unemployment rate still needs to rise further; the board approved the hike 6-3, with the three dissenters more concerned about downside economic risks. She also said monetary policy will work but transmission takes time, unemployment remains relatively low and employment continues to grow, and no cracks are yet visible in the economy.

Editorial Comment

The RBA hiked to 4.85% yet explicitly declined to give forward guidance, combined with the 6-3 board split, means the policy path ahead is highly data-dependent and the Australian dollar lacks a directional anchor in the near term. Traders should watch how Australian employment and inflation data reprice rate expectations, and volatility in AUD against major currencies under this "observation mode"; meanwhile, diverging global tightening expectations and their implications for gold's safe-haven and opportunity-cost logic also warrant attention.

推荐理由

文章梳理了澳洲联储加息后的政策表态与委员会分歧,读者可据此理解澳元与澳洲利率敏感板块的短期压力来源。

来源:ForexLive · investinglive.com

Trading Tools