Pang-araw-araw na digest market mover: Nakikita ng Aussie ang pula sa unahan ng mga numero ng CPI

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  • Noong Hunyo, ang Westpac Melbourne Institute Consumer Confidence index sa Australia ay nakakita ng pagtaas ng 1.7%, na umabot sa 83.6 kumpara sa 82.2 noong Mayo at minarkahan ang unang pagtaas mula noong Pebrero.
  • Sa kabila ng pagtaas na ito, ang sentimento ng consumer ay nananatiling makabuluhang pessimistic, na ang index ay mas mababa pa rin sa neutral na antas ng 100.
  • Ang mga merkado ay nakahanda para sa paglalabas ng data ng May Consumer Price Index (CPI) sa Miyerkules, na inaasahan ang mga potensyal na pagbabago upang gabayan ang mga paparating na desisyon ng RBA.
  • Na-reset ng swaps market ang mga posibilidad nito sa mas mababa sa 25% na pagkakataon ng pagbabawas ng rate sa Disyembre 2024, na tumataas sa humigit-kumulang 65% na posibilidad sa Pebrero 2025, na nagpapahiwatig ng matatag na diskarte ng RBA sa pagharap sa inflation.
  • Noong nakaraang linggo, ipinakilala ni Gobernador Bullock ang isang bagong paninindigan, na nagpapatunay na ang RBA ay "gagawin kung ano ang kinakailangan" upang maibalik ang inflation sa target. Dahil dito, sa pagpapasya ng RBA sa pagbabawas ng rate, ang downside sa Aussie ay nakatakdang manatiling pinipigilan.

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