澳大利亚10年期政府债券收益率稳定在3.95%左右，投资者正在等待澳大利亚储备银行下周的货币政策会议。预计澳大利亚储备银行将保持官方现金利率不变，并补充说，央行认为短期内没有降息的空间。最近的数据显示，澳大利亚的劳动力市场仍然强劲，8月份经济增加的就业岗位比预期的多，而失业率保持稳定。此外，该国的通货膨胀率仍然居高不下。与此同时，美联储在9月份的会议上大幅降息50个基点，这是四年多来首次降息周期的积极开端。这可能会增加澳大利亚储备银行提前放松政策的可能性。

Australia's 10-year government bond yield steadied at around 3.95% as investors awaited the Reserve Bank of Australia’s monetary policy meeting next week. The RBA is expected to keep the official cash rate unchanged, adding that the central bank doesn’t see room for a cut in the near term. Recent data showed that Australia’s labor market remained strong, with the economy adding more jobs than expected in August, while the unemployment rate remained steady. Additionally, the country’s inflation rate remained elevated. Meanwhile, the US Federal Reserve delivered an outsized 50-basis-point cut at its September meeting, an aggressive start to its first rate-cutting cycle in more than four years. This will likely add to the chance of an earlier easing from the RBA.

澳元兑美元汇率在0.68美元左右，徘徊在今年的最高水平附近，因为美联储的大幅降息增加了其他主要经济体放松政策的可能性，提振了经济前景，并推动了风险资产的反弹。本周早些时候的数据还显示，8月份澳大利亚就业人数增加了47500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%。预计澳大利亚储备银行下周将保持利率不变，市场至少要到12月才会降息。一些经济学家预计，第一次行动将在2月份，甚至最晚到2025年第二季度。

The Australian dollar traded around $0.68, hovering near its highest levels this year as the US Federal Reserve’s aggressive rate cut raised the odds of policy easing in other major economies, boosting the economic outlook and fueling a rally in risk assets. Data earlier this week also showed that Australian employment increased by 47,500 in August, way above forecasts of 25,000. Meanwhile, the unemployment rate stayed at a two-and-a-half year high of 4.2%. The Reserve Bank of Australia is expected to keep rates unchanged next week, with markets not seeing a rate cut until at least December. Some economists expected the first move to come in February or even as late as the second quarter of 2025.

周五，标准普尔/澳交所200指数上涨0.5%，收于8230点以上，创下历史新高，并追随华尔街隔夜反弹，这得益于美国大幅降息和对美国经济“软着陆”的预期。大宗商品价格的反弹也提振了资源密集型股市。与此同时，交易员们期待着澳大利亚储备银行下周的政策决定，在强劲的劳动力市场数据和通胀上行风险下，预计将保持利率不变。矿业和能源股领涨，必和必拓集团（1%）、北极星资源（0.7%）和伍德赛德能源（0.8%）领涨。金融和科技股也强劲上涨，包括澳新银行集团（0.89%）和施乐（1%）。基准指数本周有望上涨近2%，连续第二周上涨。

The S&P/ASX 200 Index rose 0.5% to above 8,230 on Friday, scaling fresh record highs and tracking a rally on Wall Street overnight fueled by an outsized US rate cut and expectations of a “soft landing” for the US economy. A rebound in commodity prices also lifted the resource-heavy bourse. Meanwhile, traders look ahead to the Reserve Bank of Australia’s policy decision next week, where it is expected to keep rates unchanged amid strong labor market data and upside risks to inflation. Mining and energy stocks led the charge, with gains from BHP Group (1%), Northern Star Resources (0.7%) and Woodside Energy (0.8%). Financial and technology stocks also posted strong gains including ANZ Group (0.89%) and Xero (1%). The benchmark index is on track to advance nearly 2% this week for its second straight weekly gain.

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%.