澳元升值超过0.655美元，攀升至近三周来的最高水平，因为美元在本周美联储政策会议前回落。澳元兑日元也反弹至11年来的高点，随后因日本当局涉嫌干预货币而逆转涨幅。在澳大利亚，强于预期的国内通胀数据提振了人们对澳大利亚储备银行不会很快降息的预期。该国消费者价格指数从上一季度的4.1%降至第一季度的3.6%，连续第五个季度放缓，但高于3.4%的预测。澳大利亚的月度CPI指标也从2月份的3.4%加速至3月份的3.5%，这违背了市场对不变的预期。投资者现在期待本周晚些时候更多的经济数据，包括零售销售和贸易数据，以获得进一步的指导。

The Australian dollar appreciated past $0.655, climbing to its highest levels in nearly three weeks as the US dollar pulled back ahead of the Federal Reserve’s policy meeting this week. The aussie also rallied to 11-year highs against the Japanese yen before reversing those gains on a suspected currency intervention from Japanese authorities. In Australia, stronger-than-expected domestic inflation data bolstered expectations that the Reserve Bank of Australia will not cut interest rates soon. The country’s consumer price index fell to 3.6% in the first quarter from 4.1% in the previous quarter, slowing for the fifth straight quarter but coming in above forecasts of 3.4%. Australia's monthly CPI indicator also accelerated to 3.5% in March from 3.4% in February, defying market expectations for no change. Investors now look ahead to more economic data including retail sales and trade figures later this week for further guidance.

周一，标准普尔/澳交所200指数上涨0.6%，收于7600点以上，收复了前一交易日的部分失地，科技股和医疗保健股在周五华尔街的类似走势中领涨。上周，由于高于预期的国内通胀数据引发了人们对澳大利亚储备银行可能再次加息的担忧，当地股市面临压力。投资者现在期待着本周更多的经济数据，包括零售销售和贸易数据。科技和医疗保健板块涨幅居前的是Block Inc（1.3%）、Car Group（2.7%）、Xero（1.4%）、Mesoblast（5.9%）和Ramsay healthcare（2.4%）。在企业新闻中，据报道，在英美资源集团上周拒绝其收购要约后，必和必拓集团正在考虑加强对英美资源集团的收购提议。

The S&P/ASX 200 Index rose 0.6% to above 7,600 on Monday, recouping some losses from the previous session, with technology and healthcare stocks leading the charge amid similar moves on Wall Street Friday. Last week, the local bourse came under pressure as higher-than-expected domestic inflation figures stoked fears that the Reserve Bank of Australia could raise interest rates again. Investors now look forward to more economic data this week, including retail sales and trade figures. Gains in the technology and healthcare sectors were led by Block Inc (1.3%), Car Group (2.7%), Xero (1.4%), Mesoblast (5.9%) and Ramsay Healthcare (2.4%). In corporate news, BHP Group is reportedly considering beefing up its takeover proposal for Anglo American after the latter rejected its bid last week.

2024年第一季度，澳大利亚最终需求生产者价格指数季度环比上涨0.9%，与上一季度持平。这是连续第15个增长期，运营成本不断上升，与服务产出费用相关的价格也在上涨。主要的增长因素是高等教育的产出（+5.3%），这是由于运营成本的提高和学费的上涨；房地产运营商（+2.1%），由于租赁住房供不应求，与租金上涨相关的费用上涨；非住宅建筑施工（+1.8%），受与其他部门在熟练劳动力和材料方面的竞争以及用于管理资源可用性风险的利润率上升的推动；以及住宅建筑施工（+1.3%），目前技术劳动力和材料短缺，尤其是房屋建筑的收尾阶段。截至第一季度，生产者价格上涨4.3%，为一年中涨幅最大，较2023年第四季度的4.1%有所加快。

Australia's final demand producer price index climbed by 0.9% quarter-on-quarter in Q1 of 2024, the same pace as in the previous quarter. It was the 15th straight period of growth, amid rising operating costs and higher prices linked to fees in services output. The main upward contributors were the output of tertiary education (+5.3%), due to advancing operating costs and higher tuition fees; property operators (+2.1%), boosted by fees linked to increased rents as demand for rental dwellings outstrips supply; non-residential building construction (+1.8%), driven by competition with other sectors for skilled labour and materials, and rising margins applied to manage resource availability risk; and residential building construction (+1.3%), amid ongoing skilled labour and material shortages, particularly for the finishing stages of house building. Through the year to Q1, producer prices rose by 4.3%, the most in a year, accelerating from a 4.1% rise in the fourth quarter of 2023.

澳大利亚进口价格在2024年第四季度环比下降1.8%，与上一季度1.1%的涨幅相反，这是三个季度以来的首次下降。下降的主要原因是：石油、石油产品（-6.4%），由于欧佩克+国家延长减产，全球需求疲软抵消了供应压力；电机和电器（-4.9%），因为一些原材料价格的下跌加上澳元的升值；以及医药产品（-3.5%），这是由于一些报道称制造业效率提高，同时澳元升值。相比之下，与以高得多的价格进口的新型移动电话相关的电信设备的成本增长（1.8%）；以及黄金，非货币性（3.8%），受中东冲突持续以及各国央行保持利率不变导致黄金需求增加的驱动。截至第一季度，进口价格在第四季度下降3.1%后，下降了0.7%。

Australia's import prices fell by 1.8% qoq in Q4 of 2024, reversing from a 1.1% rise in the previous quarter and marking the first drop in three quarters. Main contributors to the decline were: petroleum, petroleum products (-6.4%), dented by weak global demand offsetting supply pressures, as OPEC+ nations extend production cuts; electrical machinery and apparatus (-4.9%), as falls in some raw material prices were compounded by the appreciating Australian dollar; and medicinal and pharmaceutical products (-3.5%), due to some reports of efficiency gains in manufacturing, alongside the appreciating Australian dollar. In contrast, cost grew for telecommunications equipment (1.8%) linked to new model mobile phones being imported at significantly higher prices; and gold, non-monetary (3.8%), driven by higher demand for gold as conflicts in the Middle East lingered and central banks keep interest rates on hold. Through the year to Q1, the import prices shrank 0.7%, after a 3.1% fall in Q4.