由于投资者对疲软的国内就业报告做出反应，澳大利亚10年期政府债券收益率降至4.2%左右，为一个月来的最低水平。数据显示，澳大利亚的失业率从3月份的3.8%上升到4月份的4.1%，超出预期。此前的数据显示，第一季度国内工资增长意外放缓，促使市场对澳大利亚储备银行进一步加息的可能性进行定价。本周的年度预算还显示，澳大利亚政府旨在通过花费数十亿美元削减能源账单和租金，同时降低所得税，来降低总体通胀，缓解生活成本压力。财政部长Jim Chalmers表示，他预计目前3.6%的总体通胀率将在年底前恢复到澳大利亚储备银行2-3%的目标。如果这种情况发生，央行可能会比市场预期的更早降息。

Australia’s 10-year government bond yield fell to around 4.2%, the lowest in a month as investors reacted to a weak domestic jobs report. Data showed that Australia’s unemployment rate increased more than anticipated to 4.1% in April from 3.8% in March. That followed data showing domestic wage growth unexpectedly slowed in the first quarter, prompting markets to price out any chance of further interest rate hikes from the Reserve Bank of Australia. This week’s annual budget also showed that the Australian government aims to lower headline inflation and ease cost of living pressures by spending billions to cut energy bills and rent, while reducing income taxes. Treasurer Jim Chalmers said he expects the current headline inflation of 3.6% to return to the RBA’s 2-3% target by the end of year. If that scenario plays out, the central bank will likely cut interest rates earlier than markets anticipated.

澳元跌破0.67美元，因投资者对疲软的国内就业报告作出反应。数据显示，澳大利亚的失业率从3月份的3.8%上升到4月份的4.1%，超出预期。此前的数据显示，第一季度国内工资增长意外放缓，促使市场对澳大利亚储备银行进一步加息的可能性进行定价。在其他地方，本周的年度预算显示，澳大利亚政府旨在通过花费数十亿美元削减能源账单和租金，同时降低所得税，来缓解生活成本压力。与此同时，澳元仍接近四个月高点，因为美国通胀放缓强化了美联储将于今年晚些时候开始降息的预期。在北京通过长期债券采取更大规模刺激措施后，对中国经济财政支持的预期增加，也为本币提供了支持。

The Australian dollar eased below $0.67 as investors reacted to a weak domestic jobs report. Data showed that Australia’s unemployment rate increased more than anticipated to 4.1% in April from 3.8% in March. That followed data showing domestic wage growth unexpectedly slowed in the first quarter, prompting markets to price out any chance of further interest rate hikes from the Reserve Bank of Australia. Elsewhere, this week’s annual budget showed that the Australian government aims to ease costs of living pressures by spending billions to cut energy bills and rent, while reducing income taxes. Meanwhile, the aussie remained close to four-month highs as slowing US inflation reinforced expectations that the Federal Reserve will start cutting interest rates later this year. The local currency also received support from increased expectations of fiscal support for the Chinese economy following Beijing’s concrete steps of larger stimulus through long-dated bonds.

2024年4月，澳大利亚经季节性调整的失业率从上月的3.9%上升至4.1%，高于市场预测的3.9%。这是自1月份以来的最高失业率，失业人数增加了30.3万人，达到60.42万人，寻求全职工作的人数增加了137000人，达到38.75万人，寻找兼职工作的人数增长了166000人，到21.67万人。与此同时，就业人数增加了3850万，达到1430万，超过了市场普遍认为的2370万。兼职就业人数增加了4460万人，达到445万人，而全职就业人数减少了610万人，减少到984万人。参与率为66.7%，略高于3月份的66.6%，而预测为66.6%。就业不足率从6.5%小幅上升至6.6%，仍比2020年3月低2.1个百分点。此外，所有工作岗位的月工作时间保持不变，为1962万小时。

Australia's seasonally adjusted unemployment rate increased to 4.1% in April 2024 from an upwardly revised 3.9% in the previous month and above market forecasts of 3.9%. It marked the highest jobless rate since January, as the number of unemployed individuals increased by 30.3 thousand to 604.2 thousand, with those seeking full-time jobs adding by 13.7 thousand to 387.5 thousand and those looking for part-time jobs rising by 16.6 thousand to 216.7 thousand. Meanwhile, employment advanced 38.5 thousand to 14.3 million, surpassing the market consensus of a 23.7 thousand gain. Part-time employment increased by 44.6 thousand to 4.45 million, while full-time employment decreased by 6.1 thousand to 9.84 million. The participation rate was at 66.7%, up slightly from 66.6% in March, compared to forecasts of 66.6%. The underemployment rate edged up to 6.6% from 6.5%, remaining 2.1 points lower than in March 2020. Additionally, monthly hours in all jobs were unchanged at 1,962 million.

周四，标准普尔/澳交所200指数上涨1.2%，至7850点左右，创下五周新高，并在美国通胀放缓迹象的推动下，追随华尔街隔夜创纪录的涨势。这些数据强化了人们对美联储将于9月开始降息的预期。金融股领涨，联邦银行（1%）、麦格理集团（1.9%）、澳新银行集团（1.3%）、西太平洋银行（1.1%）和澳大利亚国家银行（1.4%）涨幅强劲。权重矿业和能源股也因大宗商品价格走强而上涨，包括必和必拓集团（1%）、力拓（0.5%）、Fortescue（0.6%）、纽蒙特公司（1.3%）和伍德赛德能源公司（0.3%）。其他方面，Aristocrat Leisure在公布好于预期的盈利并提高中期股息后，股价飙升9%。

The S&P/ASX 200 Index jumped 1.2% to around 7,850 on Thursday, hitting five-week highs and tracking a record-setting rally on Wall Street overnight driven by signs of slowing US inflation. The data reinforced expectations that the US Federal Reserve will start cutting interest rates in September. Financial stocks led the charge, with strong gains from Commonwealth Bank (1%), Macquarie Group (1.9%), ANZ Group (1.3%), Westpac Banking (1.1%) and National Australia Bank (1.4%). Heavyweight mining and energy stocks also advanced on firmer commodity prices, including BHP Group (1%), Rio Tinto (0.5%), Fortescue (0.6%), Newmont Corp (1.3%) and Woodside Energy (0.3%). Elsewhere, Aristocrat Leisure surged 9% after posting better-than-expected earnings and raising its interim dividend.