-- 受中东冲突导致油价飙升的推动，澳大利亚家庭支出在3月份创下两年来最快增速。 澳大利亚统计局周二公布的数据显示，经季节性调整后，3月份家庭支出环比增长1.6%，较上月0.3%的增幅显著加快，但略低于市场预期的1.8%的增幅。 澳大利亚统计局商业统计主管汤姆·莱伊表示：“3月份家庭支出强劲增长，主要原因是交通成本上涨5.1%，而燃油价格上涨是受中东冲突影响的结果。” 3月下旬，伊朗冲突扰乱了全球石油市场，尤其是霍尔木兹海峡的关闭，导致燃油价格达到峰值。 此次油价飙升也推高了公共交通的使用率，因为通勤者避免驾驶私家车；同时，由于消费者担心供应链问题而囤积商品，食品支出也增长了1.7%。 澳大利亚联邦银行高级经济学家阿什温·克拉克指出，燃油成本上涨应会在今年晚些时候引发支出增长放缓。 克拉克表示：“我们预计今年支出增长将进一步放缓。家庭消费预期放缓是经济放缓并趋于平衡的必要条件。” 澳新银行分析师也持谨慎观点，经济学家亚伦·卢克和澳大利亚首席经济学家亚当·博伊顿表示：“尽管今年第一季度表现相对稳健，但我们仍然预计未来支出增长速度将放缓。” 一些分析师认为，由于家庭支出在石油冲击下依然保持韧性，因此央行仍有空间应对通胀。 据彭博新闻报道，凯投宏观表示，澳大利亚储备银行“不会对进一步收紧政策有任何重大顾虑”，因为家庭支出“在油价冲击下表现良好”。 周二，澳大利亚储备银行将官方现金利率上调 25 个基点至 4.35%，以应对伊朗冲突引发的通胀压力，并提振通胀。
Related Articles
Commodities
Diamondback Energy Raises 2026 Production Guidance, Output Rises in Q1
Diamondback Energy (FANG) average oil production for the three months to March 31 was 521,000 barrels per day or 979,400 barrels of oil equivalent per day, compared with 475,944 barrels in the same quarter of 2025 or 850,656 barrels of oil equivalent.The company increased its 2026 oil production guidance to upwards of 520,000 from a previous range of 500,000 to 510,000. On a barrels-of-oil-equivalent basis, it increased guidance to upwards of 972,000 from 926,000-962,000.Diamondback achieved an average of $73.47 per barrel of oil sold in the quarter, it said, up from $70.95 in the first three months of 2025, it said.The company said it is bringing incremental barrels of oil to the market immediately in order to capture currently higher prices in the context of conflict in the Middle East and the prolonged closure of the Strait of Hormuz, it said in a letter to shareholders.The company said in a letter to investors
$FANG
Commodities
Asia Biofuels Update: Malaysian Palm Oil Firms on Biodiesel Push
Malaysian palm oil futures rose further on Tuesday after the country's government announced that it will begin raising its palm-based biodiesel blend to 15% from the current 10% in June.The Bursa Malaysia Derivatives' June crude palm oil contract climbed 1.87% to 4,676 Malaysian ringgit ($1,179.32) per metric ton. The July contract inched up 1.93% to 4,711 ringgit/mt in midday trade.Deputy Prime Minister Seri Ahmad Zahid Hamidi reportedly said that 19 biodiesel plants will start producing B15 from June 1, according to multiple media outlets. The government will also target a shift to B20 and then to B50 over the next two to three years.However, lower exports continued to weigh on prices, with cargo surveyors reportedly estimating a 15.7% to 16.8% month-over-month decline in Malaysian shipments for the April 1-25 period. Malaysia's industry body will release monthly data on May 11.In Indonesia, exports totaled 1.31 million tons in March, a drop versus the previous year's 2.0 mmt. Q1 export volumes also fell year over year to 5.85 mmt from 5.35 mmt.The country's move to raise its biodiesel mandate to 50% from the current 40% beginning July 1 will increase domestic consumption, potentially reducing exports further, particularly with the expected reduction in local supply due to a developing El Nino weather phenomenon and rising fertilizer costs.Exports from both Malaysia and Indonesia weakened due to lower demand from key importer India. A war-driven price rally prompted Indian buyers to cut purchases, with palm oil imports dropping 27% month over month to a one-year low of 505,000 metric tons in April, according to dealers cited by Reuters.As palm oil prices rose and discounts to rival oils narrowed, India's April soybean oil imports reportedly increased from a month earlier by 24% to 355,000 mt. Sunflower oil purchases more than doubled to a 22-month high of 435,000 mt.Declining exports in both Malaysia and Indonesia, as well as the ongoing geopolitical tensions in the Middle East, could influence price movements this week, according to financial services company PhillipCapital.
Research
DBS Group Research Upgrades SIA Engineering to Buy from Hold, Adjusts Price Target to SG$3.80 from SG$4
$SGX:S59