ForexLive亚太外汇新闻总结：CPI通胀数据公布后澳元下跌。日本央行公布了2024年12月的会议纪要。成员们对通货膨胀、工资、经济和货币政策的前景表示了不同程度的信心。

ForexLive Asia-Pacific FX news wrap: AUD dropped after CPI inflation data.The Bank of Japan published the minutes of its December 2024 meeting. Members expressed various shades of confidence in the outlook for inflation, wages, the economy, and monetary policy.

澳大利亚10年期政府债券收益率降至4.41%左右，因低于预期的国内通胀数据加强了澳大利亚储备银行2月份降息的理由。第四季度的年通货膨胀率从上一季度的2.8%降至2.4%，低于2.5%的预期。核心通胀率，澳大利亚储备银行首选的通胀指标，降至3.2%的三年低点，而此前为3.6%，也低于3.3%的预测。随着通胀压力的降温，越来越多的人预计澳大利亚储备银行将在2月份即将召开的会议上开始降息。市场定价现在表明，降息25个基点的可能性为80%，这将使官方现金利率降至4.10%。此举将使澳大利亚储备银行与更广泛的全球货币宽松趋势保持一致。

Australia’s 10-year government bond yield dropped to around 4.41% as softer-than-expected domestic inflation data strengthened the case for a February rate cut by the Reserve Bank of Australia. The annual inflation rate eased to 2.4% in the fourth quarter, down from 2.8% in the previous period and below expectations of 2.5%. Core inflation, the RBA’s preferred inflation gauge, fell to a three-year low of 3.2%, compared to 3.6% previously, also coming in below forecasts of 3.3%. With inflationary pressures cooling, the RBA is increasingly expected to start cutting rates at its upcoming meeting in February. Market pricing now suggests an 80% probability of a 25bps cut, which would bring the official cash rate down to 4.10%. Such a move would align the RBA with the broader global trend of monetary easing.

周三，澳元跌至0.625美元以下，标志着连续第三个交易日下跌，因为低于预期的国内通胀数据加剧了人们对澳大利亚储备银行2月份降息的预期。数据显示，澳大利亚第四季度的年通货膨胀率从第三季度的2.8%降至2.4%，低于2.5%的预测。季度利率也低于预期，为0.2%，而月度CPI指标如预期般上涨至2.5%。市场目前预计，澳大利亚储备银行在2月18日的会议上将现金利率下调25个基点至4.35%的可能性为80%。澳元还面临着美国总统唐纳德·特朗普不断升级的关税威胁和澳大利亚最大贸易伙伴中国持续的经济担忧带来的下行压力。

The Australian dollar dipped below $0.625 on Wednesday, marking a third consecutive session of losses as weaker-than-expected domestic inflation figures fueled expectations for a February interest rate cut by the Reserve Bank of Australia. Data showed that Australia's annual inflation rate slowed to 2.4% in Q4, down from 2.8% in Q3 and below the forecast of 2.5%. The quarterly rate also came in below expectations at 0.2%, while the Monthly CPI Indicator rose as anticipated to 2.5%. Markets are now pricing in an 80% chance that the RBA will reduce its cash rate by 25 basis points to 4.35% at its February 18 meeting. The Aussie also faced downward pressure from escalating tariff threats by US President Donald Trump and ongoing economic concerns in China, Australia's top trading partner.

标准普尔/澳交所200指数周三上涨0.8%，至8460点以上，达到七周高点，因为低于预期的国内通胀加剧了人们对澳大利亚储备银行早些时候降息的预期。数据显示，澳大利亚第四季度的年通货膨胀率从第三季度的2.8%降至2.4%，低于2.5%的预测。季度利率也低于预期，而月度CPI指标则如预期般上升。因此，市场纷纷押注澳大利亚储备银行最早将于2月开始宽松周期。几乎所有行业都出现了上涨，科技、能源和金融股领涨。在企业新闻中，Sigma Healthcare在合并进展中要求暂停交易，而Boss energy在宣布其南澳大利亚蜜月铀项目开始商业生产后飙升了12%。

The S&P/ASX 200 Index climbed 0.8% to above 8,460 on Wednesday, reaching a seven-week high, as softer-than-expected domestic inflation fueled expectations for an earlier interest rate cut by the Reserve Bank of Australia. Data revealed that Australia's annual inflation rate slowed to 2.4% in Q4, down from 2.8% in Q3, and came in below the forecast of 2.5%. The quarterly rate also fell short of expectations, while the Monthly CPI Indicator increased as anticipated. As a result, markets piled on bets that the RBA will begin its easing cycle as early as February. Nearly all sectors saw gains, with technology, energy, and financial stocks leading the charge. In corporate news, Sigma Healthcare requested a trading halt amid merger developments, while Boss Energy surged 12% after announcing the commencement of commercial production at its Honeymoon Uranium Project in South Australia.