澳大利亚10年期国债 (Australia10Y) 加自选

澳大利亚10年期政府债券收益率跌至4.4%，从近5个月高点回落，并追随美国债券收益率的回落。美联储主席杰罗姆·鲍威尔表示，央行的下一步行动不太可能是加息，重申了美联储的宽松倾向。在国内，投资者对数据做出反应，数据显示，由于出口增长落后于进口增长，澳大利亚3月份出现了三年多来最小的贸易顺差。在其他地方，由于房地产市场的供应短缺推高了房地产价格，澳大利亚3月份的建筑审批增幅低于预期。投资者现在期待着澳大利亚储备银行下周的政策决定，预计这将标志着由于通胀再次加速而产生的鹰派偏见。

Australia’s 10-year government bond yield fell toward 4.4%, retreating from near 5-month highs and tracking a pullback in US bond yields as Federal Reserve Chair Jerome Powell said it was unlikely that the central bank’s next move will be a rate hike, reiterating the Fed’s easing bias. Domestically, investors reacted to data showing Australia posted its smallest trade surplus in over three years during March as export growth fell behind import growth. Elsewhere, Australian building approvals rose less than expected in March as the supply shortage in the housing market that pushed up property prices remained a challenge. Investors now look ahead to the Reserve bank of Australia’s policy decision next week where it is expected to signal a hawkish bias due to a re-acceleration in inflation.

澳元升值超过0.65美元，弥补了本周早些时候的损失，因为在美联储保持利率稳定，美联储主席鲍威尔排除了再次加息的可能性后，美元下跌，重申了央行尽管推迟了加息，但仍倾向于宽松政策。在国内，投资者对数据做出反应，数据显示，由于出口增长落后于进口增长，澳大利亚3月份出现了三年多来最小的贸易顺差。在其他地方，由于房地产市场的供应短缺推高了房地产价格，澳大利亚3月份的建筑审批增幅低于预期。投资者现在期待着澳大利亚储备银行下周的政策决定，预计这将标志着由于通胀再次加速而产生的鹰派偏见。

The Australian dollar appreciated past $0.65, recouping losses from earlier in the week as the US dollar retreated after the Federal Reserve held interest rates steady and Fed Chair Powell ruled out the possibility of another rate hike, reiterating the central bank’s easing bias despite a delay. Domestically, investors reacted to data showing Australia posted its smallest trade surplus in over three years during March as export growth fell behind import growth. Elsewhere, Australian building approvals rose less than expected in March as the supply shortage in the housing market that pushed up property prices remained a challenge. Investors now look ahead to the Reserve bank of Australia’s policy decision next week where it is expected to signal a hawkish bias due to a re-acceleration in inflation.

2024年3月，对澳大利亚的商品进口环比增长4.2%，达到398.8亿澳元的历史新高。

Imports of goods to Australia jumped by 4.2% month-over-month to a record high of AUD 39.88 billion in March 2024.

初步数据显示，经季节性调整后，2024年3月，澳大利亚私人住宅审批量环比增长3.8%，达到8891套，较2月12.4%的上调增长有所放缓。大多数州对私营部门住房的批准都有所增加：维多利亚州（6%）、新南威尔士州（4%）、昆士兰州（3.2%）和南澳大利亚州（1.1%）。与此同时，西澳大利亚州的审批量下降了1.8%。

Private house approvals in Australia rose on a seasonally adjusted basis by 3.8% month-on-month to 8,891 units in March 2024, slowing from an upwardly revised 12.4% gain in February, preliminary data showed. Approvals for private sector houses increased in most states: Victoria (6%), New South Wales (4%), Queensland (3.2%) and South Australia (1.1%). Meanwhile, approvals fell in Western Australia by 1.8%.