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澳新銀行表示,澳儲行會後基調比預期更為鷹派。

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-- 澳新銀行(ANZ)表示,澳洲儲備銀行(RBA)會後聲明的基調比預期更為鷹派,儘管RBA董事會指出已“三次上調現金利率”,但並未明確表示將在6月暫停升息。該行週二發布的一份報告指出。 澳新銀行表示,這並不一定意味著再次升息已成定局,而是表明RBA董事會傾向於保持政策選擇的開放性。該行還補充說,隨後的新聞發布會使用了更多澳新銀行預期在政策聲音中會看到的「與暫停升息相關的措辭」。 澳新銀行表示,仍預期RBA董事會將在6月暫停升息。 3月5比4的投票結果表明,部分董事會成員強烈傾向在貨幣政策聲明會議上採取行動。 澳新銀行預計,到8月份,如果中東衝突未能迅速解決,石油供應未能恢復,澳洲的經濟活動數據將疲軟到足以讓澳儲銀行維持利率不變。不過,鑑於目前對產能壓力的關注以及更為鷹派的基調,澳儲行補充說,8月升息的風險似乎比本次會議前更大。 澳儲銀行表示,澳洲儲行工作人員似乎預期第二季經調整後的平均通膨率將比第一季高出1%,這意味著在缺乏疲軟的經濟活動數據的情況下,澳洲儲銀行董事會很難在8月份維持利率不變。 澳新銀行補充說,該行預測經調整後的平均通膨率將略低,並認為澳儲行對第二季失業率的預測面臨更高的風險。

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