澳元/美元 (AUDUSD) 加自选

周四，美元指数再次跌破101，扭转了早盘的涨势，因为投资者继续评估美联储最新政策决定的影响。美联储周三大幅降息50个基点，这是自新冠肺炎疫情早期以来的首次降息。央行表示有信心通货膨胀率正在持续向2%迈进，并采取行动防止劳动力市场放缓。与此同时，鲍威尔表示，美联储并不急于放松政策，半个百分点的降息不是“新的步伐”。他的言论促使交易员买入美元的下跌，但由于担心其他主要央行可能不如美联储那样积极地放松政策，美元慢慢抹去了这些涨幅。

The dollar index weakened again below 101 on Thursday, reversing gains from earlier in the session as investors continued to assess the implications of the latest Federal Reserve policy decision. The Fed delivered an aggressive 50 basis point rate cut on Wednesday for its first rate reduction since the early days of the Covid pandemic. The central bank indicated confidence that inflation is moving sustainably toward 2% and moved to prevent a slowdown in the labor market. Meanwhile, Powell said the central bank is not in a rush to ease policy and that half-percentage point cuts are not the “new pace.” His comments prompted traders to buy the dip on the dollar, but the greenback slowly erased those gains amid concerns that other major central banks could ease policy less aggressively than the Fed.

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%.

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.