澳大利亚10年期政府债券收益率跌至4.2%，徘徊在超过三周的低点，随着美国5月通胀数据低于预期，美国国债收益率也随之下降。美联储还表示，今年只降息一次，最晚可能在12月，但点图显示，2025年的降息路径将更加激进。在澳大利亚，失业率从4月份4.1%的三个月高点小幅降至5月份的4%，符合预期。澳大利亚储备银行将在下周的政策会议上将现金利率保持在4.35%，但可能会重申，如果通胀卷土重来，不排除进一步加息的可能性。澳大利亚储备银行行长Michele Bullock上周表示，如果通胀保持粘性，他们将毫不犹豫地采取行动，但他指出，目前利率和通胀的风险是平衡的。

Australia’s 10-year government bond yield fell toward 4.2%, hovering at over three-week lows and tracking a decline in US Treasury yields amid softer-than-expected US inflation figures for May. The Federal Reserve also signaled only one interest rate cut this year which could come as late as December, but the dot plot indicated a more aggressive cutting path for 2025. In Australia, the unemployment rate inched down to 4% in May from a three-month high of 4.1% in April, in line with expectations. The Reserve Bank of Australia is set to hold the cash rate at 4.35% at next week’s policy meeting, but will likely reiterate that it is not ruling out further hikes if inflation resurges. RBA Governor Michele Bullock said last week they won’t hesitate to act if inflation remains sticky, but noted that risks for rates and inflation are currently balanced.

澳元保持在0.665美元左右，本周迄今已上涨超过1%，这得益于5月份美国通胀数据低于预期的情况下美元大幅下跌。美联储还表示，今年只降息一次，最晚可能在12月，但点图显示，2025年的降息路径将更加激进。在澳大利亚，失业率从4月份4.1%的三个月高点小幅降至5月份的4%，符合预期。澳大利亚储备银行将在下周的政策会议上将现金利率保持在4.35%，但可能会重申，如果通胀卷土重来，不排除进一步加息的可能性。澳大利亚储备银行行长Michele Bullock上周表示，如果通胀保持粘性，他们将毫不犹豫地采取行动，但他指出，目前利率和通胀的风险是平衡的。

The Australian dollar held around $0.665 and is up more than 1% so far this week, benefitting from a sharp decline in the US dollar amid softer-than-expected US inflation figures for May. The Federal Reserve also signaled only one interest rate cut this year which could come as late as December, but the dot plot indicated a more aggressive cutting path for 2025. In Australia, the unemployment rate inched down to 4% in May from a three-month high of 4.1% in April, in line with expectations. The Reserve Bank of Australia is set to hold the cash rate at 4.35% at next week’s policy meeting, but will likely reiterate that it is not ruling out further hikes if inflation resurges. RBA Governor Michele Bullock said last week they won’t hesitate to act if inflation remains sticky, but noted that risks for rates and inflation are currently balanced.

2024年5月，澳大利亚经季节性调整的失业率从4月的三个月高点4.1%小幅下降4.0%，与市场预测一致。失业人数减少了9.2万人，降至59.89万人，仍比疫情前减少了近11万人，因为寻找兼职工作的人数减少了18.7万人，至19.96万人，而寻找全职工作的人数增加了9.6万人，达到39.93万人。与此同时，就业人数增加了3970万人，达到1440万人，超过了普遍认为的3万人，高于4月份增加的3740万人。全职就业人数增加4170万人至990万人，但兼职就业人数减少了210万人至446万人。参与率达到六个月来的最高水平，为66.8%，而预计为66.7%。就业不足率保持在6.7%，仍比2020年3月低2.0个百分点。此外，所有工作岗位的月工作时间减少了900万小时，降至1951万小时，降幅为0.5%。

Australia's seasonally adjusted unemployment rate inched down 4.0% in May 2024 from April's three-month high of 4.1%, matching market forecasts. The number of unemployed individuals fell by 9.2 thousand to 598.9 thousand, which is still nearly 110 thousand fewer than before the pandemic, as people looking for part-time jobs dropped 18.7 thousand to 199.6 thousand, while those seeking full-time jobs added by 9.6 thousand to 399.3 thousand. Meanwhile, employment increased 39.7 thousand to 14.4 million, surpassing the consensus of a 30 thousand gain and above a 37.4 thousand rise in April. Full-time employment advanced by 41.7 thousand to 9.90 million, but part-time employment declined by 2.1 thousand to 4.46 million. The participation rate stood at a six-month high of 66.8%, compared with estimates of 66.7%. The underemployment rate stayed at 6.7%, remaining 2.0 points lower than in March 2020. Additionally, monthly hours in all jobs decreased by 9 million or 0.5% to 1,951 million.

标准普尔/澳交所200指数周四上涨0.7%，至7770点左右，结束了连续两天的下跌，并在美国通胀数据低于预期以及美联储今年仍将降息的保证下，追随华尔街隔夜的强劲反弹。在澳大利亚，投资者将评估6月的消费者信心数据和5月的就业数据。尽管有迹象表明劳动力市场降温和经济放缓，但预计澳大利亚储备银行今年不会开始放松政策。科技和医疗保健股领涨，Xero（2.9%）、Wisetech Global（3.1%）、Droneshield（2.6%）、CSL Ltd（1.5%）和Pro Medicus（1.9%）领涨。权重金融股也上涨，包括联邦银行（1.1%）、澳大利亚国家银行（1.2%）、澳新银行集团（0.8%）、西太平洋银行（0.9%）和麦格理集团（0.3%）。

The S&P/ASX 200 Index rose 0.7% to around 7,770 on Thursday, snapping a two-day decline and tracking a strong rally on Wall Street overnight amid softer-than-expected US inflation data and a reassurance that the Federal Reserve will still cut interest rates this year. In Australia, investors will assess consumer confidence data for June and employment figures for May. The Reserve Bank of Australia is not expected to start easing policy this year despite signs of a cooling labor market and slowing economy. Technology and healthcare stocks led the charge, with gains from Xero (2.9%), Wisetech Global (3.1%), Droneshield (2.6%), CSL Ltd (1.5%) and Pro Medicus (1.9%). Heavyweight financial stocks also advanced, including Commonwealth Bank (1.1%), National Australia Bank (1.2%), ANZ Group (0.8%), Westpac Banking (0.9%) and Macquarie Group (0.3%).