澳大利亚储备银行的降息为押注日本央行的鹰派立场奠定了基础。澳大利亚储备银行（RBA）将现金利率下调25个基点至3.85%，这是2025年第二次降息。尽管外界普遍预期，但此举推动澳元兑美元汇率下跌近1%。

RBA's Rate Cut Sets The Stage For Betting On BOJ's Hawkishness.The Reserve Bank of Australia (RBA) has cut its cash rate by 25 basis points to 3.85%, reducing the interest rate for the second time in 2025. Although widely anticipated, the move pushed the Australian dollar almost 1% lower against the US dollar.

澳元/日元在93.00附近保持稳定，由于围绕日本央行的鹰派基调，出现下跌。澳元/日元保持稳定，在周三亚洲交易时段保持在92.80附近。在澳大利亚储备银行（RBA）和中国人民银行（P加拿大央行).

AUD/JPY remains steady near 93.00, downside appears due to hawkish tone surrounding BoJ.AUD/JPY remains steady and is holding ground near 92.80 during the Asian trading hours on Wednesday. The currency cross depreciated by more than 0.50% in the previous session following the interest rate cuts from the Reserve Bank of Australia (RBA) and the People's Bank of China (PBoC).

周三，标准普尔/澳交所200指数上涨0.5%，收于8387点，标志着连续第二个交易日上涨，此前澳大利亚储备银行在通胀缓解的情况下将现金利率下调了25个基点。澳大利亚股市创下三个多月来的最高水平，这得益于周二今年第二次降息后进一步降息的希望。几乎所有行业都在绿色交易，以能源为首，其次是医疗保健、通信服务、公用事业和金融。在四大银行宣布计划将住房贷款利率下调25个基点以回应澳大利亚储备银行的举措后，房地产行业也小幅上涨。在显著上涨的股票中，Perseus Mining飙升9%，Emerald Resources上涨8.6%，SEEK飙升7%。相比之下，Mayne Pharma股价暴跌29.8%，此前总部位于美国的珂赛特制药公司对其6.72亿澳元的收购进行了审查，理由是这家澳大利亚公司的业务和财务发生了“重大不利变化”。

The S&P/ASX 200 Index climbed 0.5% to close at 8,387 on Wednesday, marking its second straight session of gains, after the Reserve Bank of Australia cut its cash rate by 25 basis points amid easing inflation. Australian equities reached their highest level in over three months, fueled by hopes of further rate cuts following the second reduction this year on Tuesday. Almost all sectors traded in the green, led by energy, followed by healthcare, communication services, utilities, and financials. The real estate sector also posted a modest gain after the Big Four banks announced plans to cut home loan interest rates by 25 basis points in response to the RBA's move. Among notable gainers, Perseus Mining surged 9%, Emerald Resources jumped 8.6%, and SEEK soared 7%. By contrast, Mayne Pharma plunged 29.8% after US-based Cosette Pharmaceuticals initiated a review of its A$672 million acquisition, citing a “material adverse change” in the Australian firm’s business and finances.

澳大利亚10年期政府债券收益率周三升至4.49%左右，此前澳大利亚储备银行如预期般降息，导致前一交易日大幅下跌。周二，澳大利亚储备银行将现金利率下调25个基点，至两年低点3.85%，理由是在降低通胀和美国关税造成的全球不确定性方面取得了进展。央行还指出，其目前的货币政策立场仍然处于适当的位置，可以“果断”应对可能对国内经济活动或通货膨胀产生重大影响的国际发展。与此同时，澳大利亚国债收益率的上升也反映了美国国债收益率在对美国经济和财政前景日益担忧的情况下普遍上升。

Australia’s 10-year government bond yield rose to around 4.49% on Wednesday after a sharp decline in the previous session with the Reserve Bank of Australia cutting rates as expected. The RBA trimmed its cash rate by 25bps to a two-year low of 3.85% on Tuesday, citing progress in reducing inflation and global uncertainty caused by US tariffs. The central bank also noted that its current monetary policy stance remains appropriately positioned to respond "decisively" to international developments that could materially affect domestic economic activity or inflation. Meanwhile, the increase in Australian yields also mirrored a broader rise in US Treasury yields amid rising concerns about the US economic and fiscal outlook.