纽币/新加坡元 (NZDSGD) 加自选

在美元稳定的情况下，新西兰元在5月3日攀升至三周高点后保持在0.6美元。由于美国就业增长放缓超过预期，美元举步维艰，重新点燃了美联储今年晚些时候可能降息的希望。上周，新西兰储备银行表示，它打算将向货币宽松的任何转变推迟到2025年，理由是第一季度的通胀压力高于预期，尽管在最近就业数据疲软后，市场已完全考虑到10月前的削减。现在所有的目光都集中在澳大利亚储备银行周二的政策决定上，这可能会影响国内货币政策的前景。

The New Zealand dollar held at $0.6 after climbing to a three-week high on May 3rd, amid a stable US Dollar. The greenback struggled as US jobs growth slowed more than expected, reigniting hopes for potential interest rate cuts by the Federal Reserve later this year. Last week, the Reserve Bank of New Zealand signaled its intention to delay any shift toward monetary easing until 2025, citing higher-than-expected inflation pressures in the first quarter, though markets are fully priced for a cut by October following recent weak employment data. All eyes are now on the Reserve Bank of Australia’s policy decision on Tuesday, which could shape the outlook for domestic monetary policy.

新西兰基准标准普尔/新西兰元50指数周一下跌0.98%，收于11821点，受通信、非能源矿产、消费服务和耐用消费板块拖累。上周，新西兰储备银行表示，它打算将向货币宽松的任何转变推迟到2025年，理由是第一季度的通胀压力高于预期，尽管在最近就业数据疲软后，市场已完全考虑到10月前的削减。在澳大利亚央行周二做出货币政策决定之前，交易员们似乎也持谨慎态度。在企业方面，Spark NZ下调了其24财年息税前利润指引，跌幅最大，达4.9%。此外，Fletcher Building股价下跌3.2%，此前麦格理将其目标价下调6.6%，至每股3.23新西兰元。指数权重股也出现了其他显著下跌，如Infratil（-1.7%）、Meridian（-0.8%）、Ebos Group（-1.4%）和Contact Energy（-1.6%）。

New Zealand's benchmark S&P/NZX 50 index fell 0.98% to close at 11,821 on Monday, weighed down by communication, non-energy minerals, consumer services, and consumer durable sectors. Last week, the Reserve Bank of New Zealand signaled its intention to delay any shift toward monetary easing until 2025, citing higher-than-expected inflation pressures in the first quarter, though markets are fully priced for a cut by October following recent weak employment data. Traders also seemed cautious ahead of Australian central bank's monetary policy decision on Tuesday. On the corporate front, Spark NZ dropped the most by 4.9% as it reduced its FY24 EBITDAI guidance. Also, Fletcher Building was down by 3.2%, after its target price was cut by 6.6% to NZ$3.23 per share by Macquarie. Other notable declines were seen from index heavyweights such as Infratil (-1.7%), Meridian (-0.8%), Ebos Group (-1.4%), and Contact Energy (-1.6%).

新西兰股市周一早盘下跌93点，跌幅0.8%，至11845点，与周五的乐观交易日有所不同，因为大多数行业都在下跌，尤其是通信、工业服务和耐用消费品。由于对国内经济健康状况的担忧加剧，在美国就业报告低于预期后，华尔街周五出现反弹，但未能提振市场情绪。上周的数据显示，2024年第一季度，该国失业率创下4.3%的三年新高，而由于借贷成本上升，消费者支出的压力依然存在。此外，交易员似乎对本周晚些时候澳大利亚的利率决定持谨慎态度。在最大的贸易伙伴中国，在为期三天的假期之后，贸易将于今天恢复。Spark NZ在下调2024财年盈利指引后暴跌3.8%。其他最大的落后者包括Colonial Motor Co.（-2.6%）、Ryman Healthcare有限公司（-1.8%）、Meridian Energy有限公司（-1.6%）和Ebos Group（-1.2%）。

Stocks in New Zealand slipped 93 points or 0.8% to 11,845 in the morning session on Monday, shifting from an upbeat session Friday as most sectors retreated, notably communications, industrial services, and consumer durables. A rally on Wall Street Friday following a softer-than-expected US job report failed to uplift sentiment as concerns over the health of the domestic economy mounted. Data from last week showed the jobless rate in the country hit a 3-year high of 4.3% in Q1 of 2024 while pressure on consumer spending persisted amid elevated borrowing costs. Also, traders seemed cautious about an interest rate decision in Australia later this week. In top trade partner China, trading will resume today following a three-day holiday. Spark NZ tumbled 3.8% after cutting its earnings guidance for FY 2024. Other biggest laggards among big-cap were Colonial Motor Co. (-2.6%), Ryman Healthcare Ltd. (-1.8%), Meridian Energy Ltd. (-1.6%), and Ebos Group (-1.2%).

新西兰元自4月9日以来首次突破0.6美元大关，因为美国就业增长慢于预期的消息促使市场考虑到美联储今年早些时候更积极的降息。在新西兰，最近的数据显示，第一季度失业率上升至4.3%，超过了预测，达到了三年来的最高水平。投资者猜测新西兰储备银行将在第四季度降息，尽管一些人预计官方现金利率将保持不变，直到2025年。现在所有的目光都集中在澳大利亚储备银行周二的政策决定上，这可能会影响国内货币政策的前景。

The New Zealand dollar surged above the $0.6 mark for the first time since April 9th, as news of slower-than-expected job growth in the US prompted markets to factor in earlier and more aggressive rate cuts by the US Federal Reserve this year. In New Zealand, recent data revealed that the unemployment rate rose to 4.3% in the first quarter, surpassing forecasts and reaching its highest level in three years. Investors are speculating on a rate cut by the Reserve Bank of New Zealand in the fourth quarter, although some anticipate that the official cash rate will remain unchanged until 2025. All eyes are now on the Reserve Bank of Australia’s policy decision on Tuesday, which could shape the outlook for domestic monetary policy.