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新西蘭儲備銀行(RBNZ)出乎市場意料將基準利率下調25個基點至5.25%,這是自2020年3月以來的首次降息。這一意外舉動表明了明顯的鴿派立場,其中一個原因是因爲通脹已接近1%至3%的目標區間。

(新西蘭聯儲的官方現金利率)
此前,RBNZ預計在2025年中期之前都不會降息。然而,新西蘭現在與全球貨幣寬鬆的趨勢相一致,加入了其他已實施降息的中央銀行行列中。由於這次的降息比RBNZ比之前的預期來得更早,這無疑導致新西蘭元貶值。NZD/USD匯率下跌了1.34%,收於0.59960。

(新西蘭元兌美元 日線價格圖)
中央銀行在公告中謹慎表態,強調政策需要在較長時間內保持緊縮。然而,它預計2025年底現金利率將降至3.85%。除此之外,市場對進一步降息的預期與中央銀行的悲觀經濟預測一致。
免責聲明
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隨時隨地留意市場動態
市場易受供求關系變化的影響
對關注價格波動的投資者極具吸引力
流動性兼顧深度與多元化,無隱藏費用
無對賭模式,不重新報價
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