澳大利亚10年期政府债券收益率升至4.5%以上，回落至五个月高点，并追随美国债券收益率的涨势，因为强劲的美国工资数据引发了人们对美联储将在更长时间内保持更高利率的担忧。在澳大利亚，数据显示，4月份制造业活动仍处于收缩状态，而房价连续第15个月上涨。早些时候的数据还显示，3月份澳大利亚零售额环比下降0.4%，与2月份0.2%的增长相反，2月份的增长也是普遍预测的，因为消费者减少了支出。此后，市场减少了对9月加息的押注，此前加息是由第一季度和3月的通胀数据推动的。投资者现在期待着本周晚些时候澳大利亚贸易数据的进一步指导。

Australia’s 10-year government bond yield rose above 4.5%, heading back toward five-month highs and tracking a rally in US bond yields as strong US wage data raised concerns that the Federal Reserve will keep interest rates higher for longer. In Australia, data showed that manufacturing activity remained contractionary in April, while house prices increased for the 15th straight month. Earlier data also showed that Australian retail sales fell 0.4% month-on-month in March, reversing from a 0.2% gain in February which was also the consensus forecast as consumers pulled back spending. Markets have since dialed back bets for a September interest rate hike which was previously driven by hot first quarter and March inflation data. Investors now look forward to Australian trade figures later this week for further guidance.

继上月下调14.9%后，澳大利亚储备银行的商品价格指数在2024年4月同比下降11.6%。这标志着连续第十四个月出现通货紧缩，主要是由于动力煤、铁矿石、焦煤、液化天然气和锂价格下跌。以澳元计算，该指数下跌了11.1%。在3月份下调4.7%后，商品价格每月下降1.5%，因为非农村分类指数下降，而农村和基本金属分类指数上升。

The Reserve Bank of Australia's Index of Commodity Prices dropped 11.6 percent year-on-year in April 2024, following a downwardly revised 14.9 percent decline in the previous month. This marked the fourteenth consecutive month of deflation, primarily due to lower thermal coal, iron ore, coking coal, liquified natural gas, and lithium prices. The index went down by 11.1 percent in Australian dollar terms. On a monthly basis, commodity prices decreased by 1.5 percent, after a downwardly revised 4.7 percent drop in March, as the non-rural sub-index fell while the rural and base metals sub-indices increased.

周三，标准普尔/澳交所200指数下跌1.3%，至7600点以下，跌至一周多来的最低水平，并跟随华尔街隔夜的大幅抛售，因为美国国债收益率因强于预期的美国工资数据而跃升。在美联储做出政策决定之前，投资者也变得谨慎。预计美联储将在顽固的通货膨胀中再次暂停鹰派政策。在澳大利亚，数据显示，4月份制造业活动仍处于收缩状态，而房价连续第15个月上涨。矿业和能源股领跌，大宗商品价格下跌，必和必拓集团（-1.8%）、力拓（-1.7%）、Fortescue（-2.3%）、South32（-2.9%）、伍德赛德能源（-2.1%）和安波尔（-4.4%）下跌。在企业新闻方面，Woolworths Group上涨1%，此前有消息称该零售商将出售其在Endeavour Group 3.03亿美元的股份。

The S&P/ASX 200 Index dropped 1.3% to below 7,600 on Wednesday, sliding to its lowest levels in over a week and tracking a sharp selloff on Wall Street overnight as Treasury yields jumped on stronger-than-expected US wage data. Investors also turned cautious ahead of the US Federal Reserve’s policy decision where it is anticipated to deliver another hawkish pause amid stubborn inflation. In Australia, data showed that manufacturing activity remained contractionary in April, while house prices increased for the 15th straight month. Mining and energy stocks led the decline on weaker commodity prices, with losses from BHP Group (-1.8%), Rio Tinto (-1.7%), Fortescue (-2.3%), South32 (-2.9%), Woodside Energy (-2.1%) and Ampol (-4.4%). In corporate news, Woolworths Group gained 1% following news that the retailer will sell its $303 million stake in Endeavour Group.

2024年4月，澳大利亚CoreLogic房价指数环比上涨0.6%，显示在住房需求强劲和供应有限的情况下，房价连续第15个月上涨。悉尼仍然是最昂贵的购房城市，房价中值为140万澳元，而珀斯（2%）在4月份的房价涨幅最大。与此同时，墨尔本（-0.1%）是唯一一个房价下跌的城市。其他城市的涨幅如下：布里斯班（0.9%）、阿德莱德（1.3%）、霍巴特（0.3%）、堪培拉（0.2%）和达尔文（0.6%）。CoreLogic的研究主管Tim Lawless也指出，利率上升、住房负担能力恶化和生活成本压力是当前房价趋势的关键因素，他警告说，房地产价格上涨在不久的将来不太可能缓解。

Australia’s CoreLogic Home Value Index rose 0.6% month-on-month in April 2024, showing an increase in house prices for the 15th consecutive month amid robust demand for housing and limited supply. Sydney remains the most expensive city to buy a property in with a median house price of A$1.4 million, while Perth (2%) saw the biggest increase to property prices in April. Meanwhile, Melbourne (-0.1%) was the only city to see a decline in prices. Other cities saw the following increases: Brisbane (0.9%), Adelaide (1.3%), Hobart (0.3%, Canberra (0.2%) and Darwin (0.6%). Tim Lawless, CoreLogic’s head of research, who also cited higher interest rates, worsening housing affordability and cost of living pressures as key factors in current house price trends, warned that higher property prices are unlikely to ease in the near future.