-- 根據西太平洋銀行和墨爾本研究所周三發布的報告,澳洲經濟活動指標3月份出現下滑,顯示由於利率上升和消費者信心疲軟,經濟成長預期再次放緩,前景承壓。 西太平洋銀行-墨爾本研究所領先指數(Westpac-Melbourne Institute Leading Index)顯示,未來三到九個月經濟活動相對於趨勢的可能成長速度,該指數從2月的0.05%降至3月的-0.13%。 西太平洋銀行澳洲宏觀預測主管馬修·哈桑表示,澳洲經濟在2026年初出現放緩,3月份的指數表明,自去年以來,經濟成長首次低於趨勢水平,這可能標誌著繼2022年至2024年受生活成本上漲影響的疲軟期之後,又一個經濟低迷期的開始。 領先指數顯著走弱,從去年10月的0.31%漲幅轉為目前的0.15%跌幅,主要受利率上升和中東緊張局勢引發的能源市場新壓力影響。 哈桑表示,澳洲整體成長動能受到消費者信心疲軟、3月份股市大幅拋售、殖利率差收窄的拖累,但如果4月初股市反彈能夠持續,則可能預示著短期內經濟將有所緩解。 大宗商品價格和波動較大的住宅審批是近期指數上漲的主要驅動因素,而其他成分股自去年10月以來合計沒有對指數做出淨貢獻。 哈桑補充道,由於潛在通膨上升和通膨預期走高的風險超過了經濟成長放緩的跡象(儘管這些跡象仍然溫和),預計澳洲儲備銀行貨幣政策委員會將在5月份的會議上再次加息25個基點。
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