澳元延续了最近的涨幅，超过0.66美元，接近1月15日以来的最高水平，这是受美国劳动力报告弱于预期后美元普遍疲软的推动。非农就业人数低于预期，加上工资增长放缓和失业率意外上升，促使投资者加快了对美联储11月至9月首次降息的预期。展望未来，投资者正密切关注澳大利亚储备银行周二即将做出的政策决定。鉴于通胀压力的回升，人们对鹰派偏见信号的预期很高。

The Australian dollar extended recent gains, surpassing $0.66 and closing in on the strongest level since January 15th, driven by widespread US dollar weakness following weaker-than-expected labour report in the US. The lower-than-expected non-farm payrolls, coupled with a deceleration in wage growth and an unforeseen uptick in the unemployment rate, prompted investors to accelerate their anticipation of the Federal Reserve's initial rate cut from November to September. Moving forward, investors are closely eyeing the Reserve Bank of Australia's forthcoming policy decision on Tuesday. Anticipation is high for a signal of a hawkish bias, given the resurgence in inflationary pressures.

澳元兑美元汇率升至8周高点0.66。过去4周，澳元兑美元上涨0.77%，过去12个月下跌0.83%。

AUDUSD increased to an 8-week high of 0.66. Over the past 4 weeks, Australian Dollar US Dollar gained 0.77%, and in the last 12 months, it decreased 0.83%.

2024年3月，澳大利亚自住住房的新住房贷款价值环比增长2.8%，达到174.8亿澳元，轻松超过市场预测的1.0%，并从上月的1.5%小幅修正后的增长速度加快。现有住房的购买速度加快（3.5%对1.4%），而住房建设反弹（3.2%对-1.7%）。然而，新建住宅的购买量在之前增长6.2%后下降了5.1%。从地理位置来看，大多数州和地区的新房贷款都有所增加：新南威尔士州（2.4%）、维多利亚州（2.0%）、昆士兰州（5.6%）、南澳大利亚州（2.8%）、西澳大利亚州（6.3%）、塔斯马尼亚州（17.8%）和北领地（13.6%）。相反，他们在澳大利亚首都地区暴跌（-19.2%）。按年度计算，新住房贷款的价值增长了11.4%。

The value of new home loans for owner-occupied homes in Australia grew by 2.8% month-on-month to A$ 17.48 billion in March 2024, easily exceeding market forecasts of 1.0% and accelerating from a marginally revised 1.5% rise in the prior month. The purchase of existing dwellings accelerated (3.5% vs 1.4%) while construction of dwellings rebounded (3.2% vs -1.7%). However, the purchase of newly erected dwellings fell 5.1% after increasing 6.2% previously. Geographical-wise, new home loans increased in most states and territories: New South Wales (2.4%), Victoria (2.0%), Queensland (5.6%), South Australia (2.8%), West Australia (6.3%), Tasmania (17.8%), and Northern Territory (13.6%). Conversely, they plunged in the Australian Capital Territory (-19.2%). On an annual basis, the value of new home loans jumped by 11.4%.

标准普尔/澳交所200指数周五上涨0.4%，收于7600点以上，连续第二个交易日上涨，追随华尔街隔夜涨幅，因为美联储减轻了对再次加息的担忧。在国内，投资者将评估澳大利亚住房贷款数据，以衡量房地产行业的健康状况。投资者还期待着澳大利亚储备银行下周的政策决定，以进一步了解国内利率的走势。指数权重股涨幅显著，如Pilbara Minerals（2%）、Wesfarmers（1.1%）和South32（1.3%）。在企业新闻方面，Block Inc上涨9.7%，母公司Square上调了盈利预期。与此同时，麦格理集团（Macquarie Group）股价下跌1.6%，此前该集团公布年度利润下降32%，原因是大宗商品价格下跌给其大宗商品交易部门带来压力，且出售绿色能源资产的收入减少。

The S&P/ASX 200 Index gained 0.4% to above 7,600 on Friday, rising for the second straight session and tracking gains on Wall Street overnight as the US Federal Reserve allayed fears of another interest rate hike. Domestically, investors will assess Australian housing loans data to gauge the health of the property sector. Investors also look forward to the Reserve Bank of Australia’s policy decision next week for further clues on the path for domestic interest rates. Notable gains were seen from index heavyweights such as Pilbara Minerals (2%), Wesfarmers (1.1%) and South32 (1.3%). In corporate news, Block Inc rallied 9.7% as parent company Square upgraded its earnings outlook. Meanwhile, Macquarie Group tumbled 1.6% after reporting a 32% fall in annual profit as weaker commodity prices weighed on its commodities trading division and it made less money selling green energy assets.