澳洲联储纪要呈鸽派基调
关键粗:澳联储呈鸽派
澳洲联储(RBA)周二(5月19日)公布5月5日会议纪要显示,委员会讨论了是否要在5月降息,或等到6月会议,但最终同意在5月采取行动,因认为可以更好地透过季度货币政策声明来沟通。纪要公布后,澳元兑美元不断刷新日低至0.7955。
在5月会议上,委员会一致同意声明将不包括任何利率前瞻性指引,并认为欠缺指引并不会限制未来会议行动的空间。此前市场对欠缺利率前瞻性指引感到意外,不过澳洲联储副主席洛威周一表示,该央行只要有必要,该央行仍存在降息空间。
澳洲联储纪要呈鸽派基调,降息空间未因缺乏指引而受限
澳元汇率方面,纪要显示,澳元贬值有可能且有必要协助经济重新平衡。
国内经济方面,纪要显示,经济增长料将低于趋势,失业率将更长时间处于较高水准;增长加速时间延后意味着失业率将进一步上升;近期经济数据正面,但企业投资前景趋弱;预计政府实施的财政整顿将打压国内需求;讨论了可能的薪资增长放缓或限制失业率上升;澳洲贸易条件料将进一步下降。
国内楼市方面,纪要显示,房屋及投资信贷成长看来已企稳;尽管担心悉尼房价,注意到其他地区房价更加温和;近期降息将支持房市需求令人振奋的趋势。
矿业/非矿业投资方面,纪要显示,非矿业投资复苏的时间构成关键风险。
中国方面,纪要显示,中国经济增长已经放缓,认为房地产市场疲弱是重大风险。
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本文来源: 大田环球贵金属
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