2024年第四季度,澳大利亚的年通货膨胀率从第三季度的2.8%降至2.4%,低于市场普遍预期的2.5%。这是自2021年第一季度以来的最低读数,因为商品通胀大幅下降(0.8%对第三季度的1.4%),主要是由于电力价格(-25.2%对-15.8%)和燃料价格(-7.9%对-6.2%)在能源法案退税的持续影响下大幅下跌,以及新住宅成本放缓。与此同时,服务业通胀创下三个季度新低(4.3%对4.6%)。值得注意的是,食品(第三季度为3.0%对3.3%)、烟酒(6.2%对6.7%)、服装(1.3%对1.7%)、住房(1.0%对2.8%)、健康(4.0%对4.8%)和金融服务(5.4%对6.2%)的价格有所回落。此外,运输成本进一步下降(-1.5%对-0.9%)。相比之下,娱乐(3.3%对2.1%)、教育(6.5%对6.4%)和家庭服务(1.5%对0.7%)的成本加快。澳大利亚储备银行的微调平均CPI同比上涨3.2%,为三年来最低涨幅,低于普遍预期的3.3%,但仍超过了央行2-3%的目标。
Australia's annual inflation rate fell to 2.4% in Q4 2024 from 2.8% in Q3, less than market consensus of 2.5%. It was the lowest reading since Q1 2021, as goods inflation sharply eased (0.8% vs 1.4% in Q3), mainly due to large declines in prices of electricity (-25.2% vs -15.8%) and fuel (-7.9% vs -6.2%) amid the ongoing impact of Energy Bill rebates, and a slowdown in new dwellings cost. Meanwhile, services inflation hit a three-quarter low (4.3% vs 4.6%). Notably, prices eased for food (3.0% vs 3.3% in Q3), alcohol and tobacco (6.2% vs 6.7%), clothing (1.3% vs 1.7%), housing (1.0% vs 2.8%), health (4.0% vs 4.8%), and financial services (5.4% vs 6.2%). In addition, transport costs fell further (-1.5% vs -0.9%). In contrast, costs accelerated for recreation (3.3% vs 2.1%), education (6.5% vs 6.4%), and household services (1.5% vs 0.7%). The RBA's Trimmed Mean CPI rose 3.2% yoy, the slowest gain in three years, below consensus of 3.3% but still surpassed the central bank's 2-3% target.