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澳元兑美元上涨至0.68的37周高点。过去4周，澳元兑美元上涨1.13%，过去12个月上涨5.85%。

AUDUSD increased to a 37-week high of 0.68. Over the past 4 weeks, Australian Dollar US Dollar gained 1.13%, and in the last 12 months, it increased 5.85%.

新西兰基准标准普尔/NZX 50指数周四上涨0.6%，收于12665点，结束了连续三天的下跌，投资者消化了国内GDP数据。数据显示，新西兰经济在第二季度收缩了0.2%，好于新西兰储备银行对0.5%下降的预测和分析师对0.4%下降的预期，此前第一季度修正后增长了0.1%。正如预期的那样，年度GDP下降了0.5%。GDP结果只是证实了经济的疲软，导致市场认为新西兰储备银行10月份降息25个基点的可能性为100%。与此同时，由于通胀放缓和劳动力市场疲软的迹象，美联储四年多来首次降息。大多数大盘股收盘走高，Infratil（1.9%）、Mercury NZ（1%）、Ebos Group（2.9%）、Contact Energy（1.2%）和Spark NZ（1.1%）涨幅显著。

New Zealand's benchmark S&P/NZX 50 index rose 0.6% to close at 12,665 on Thursday, snapping three straight days of decline as investors digested domestic GDP figures. Data showed that New Zealand's economy contracted 0.2% in the second quarter, better than RBNZ’s forecasts of a 0.5% fall and analysts' expectations of a 0.4% dip, following a revised 0.1% rise in the first quarter. Annual GDP fell 0.5%, as expected. The GDP results merely confirmed the weakness of the economy, leading the market to price in a 100% chance of a quarter-point rate cut from the Reserve Bank of New Zealand in October. Meanwhile, the US Federal Reserve cut interest rates for the first time in more than four years amid signs of moderating inflation and a weakening labor market. Most large-cap stocks finished higher, with notable gains from Infratil (1.9%), Mercury NZ (1%), Ebos Group (2.9%), Contact Energy (1.2%), and Spark NZ (1.1%).

澳元上涨至0.678美元左右，乐观的就业数据表明经济仍然强劲，这给了澳大利亚储备银行保持政策的空间。数据显示，8月份澳大利亚就业人数增加了47.55人，远高于预测的25000人。与此同时，失业率保持在两年半以来的最高点4.2%。市场目前认为，澳大利亚储备银行至少要到12月才会降息，一些经济学家预计，第一次降息最晚将在2025年第二季度。然而，美国大幅降息可能会增加澳大利亚储备银行提前放松政策的可能性。美联储大幅降息0.5个百分点，以启动其宽松周期，这是自新冠肺炎疫情早期以来的首次降息。

The Australian dollar rose to around $0.678 as upbeat jobs data suggested the economy remains strong, giving the Reserve Bank of Australia room to hold policy. Data showed that Australian employment increased by 47,55 in August, way above forecasts of 25,000. Meanwhile, the unemployment rate stayed at a two-and-a-half year high of 4.2%. Markets currently do not see the RBA cutting interest rates until at least December, with some economists expecting the first move to come as late as the second quarter of 2025. However, an aggressive US rate cut will likely add to the chance of an earlier easing from the RBA. The US Federal Reserve delivered an outsized half percentage point interest rate cut to start its easing cycle, the first rate reduction since the early days of the Covid pandemic.

澳大利亚10年期政府债券收益率在强劲的劳动力市场报告后上涨至3.97%左右，这抑制了澳大利亚储备银行即将降息的希望。数据显示，8月份雇主净增47500个工作岗位，几乎是经济学家预期的25000个工作岗位的两倍。失业率维持在4.2%不变，与预测相符。由于劳动力市场仍然紧张，储备银行在短期内不太可能降息，这与全球央行日益增长的趋势背道而驰。由于潜在通胀率仍然过高，澳大利亚储备银行在国际上仍然落后。另一方面，美联储在9月份的会议上开始了其宽松周期，降息0.5个百分点，这是自2020年3月以来的首次降息。

Australia's 10-year government bond yield advanced to around 3.97% following a strong labor market report, which dampened hopes of an imminent interest rate cut from the Reserve Bank of Australia. Data showed that employers added a net 47,500 jobs in August, nearly double the 25,000 expected by economists. The unemployment rate remained unchanged at 4.2%, in line with forecasts. With the labour market still tight, the Reserve Bank is less likely to cut rates in the near term, defying the growing trend among central banks globally. The RBA remains a laggard internationally as underlying inflation remained too high. On the other hand, the US Federal Reserve began its easing cycle with a half-point rate cut at its September meeting, marking its first reduction since March 2020.