澳元：CPI疲软支持澳大利亚储备银行进一步加息——道明证券。澳元：CPI疲软支持澳大利亚储备银行进一步加息——道明证券

AUD: Sticky CPI backs further RBA hike – TD Securities.AUD: Sticky CPI backs further RBA hike – TD Securities

澳大利亚储备银行的布洛克在CPI收紧后大发雷霆。澳大利亚储备银行行长米歇尔·布洛克在今天的炉边谈话中采取了谨慎的语气，称澳大利亚经济和劳动力市场仍然“有点紧张”，而通货膨胀“有点高”，但不会“再次起飞”。此前，当天早些时候强于预期的CPI数据推动加息预期大幅上升。

RBA's Bullock tempers post-CPI tightening bets.RBA Governor Michele Bullock struck a measured tone in a fireside chat today, saying the Australian economy and labor market remain “a little bit tight,” while inflation is “a little bit elevated” but not “taking off again”. The comments came after stronger-than-expected CPI data earlier in the day had fueled a sharp rise in rate hike expectations.

澳大利亚储备银行的布洛克：在判断政策时必须保持耐心。澳大利亚储备银行的布洛克：在判断政策时必须保持耐心

RBA's Bullock: Have to be patient on judging policy.RBA's Bullock: Have to be patient on judging policy

澳大利亚：1月CPI——电梯背后的火花和运动鞋。我们以完整的月度CPI开始2026年。1月份，CPI全年上涨3.8%，略高于西太平洋银行预测的3.6%和市场预测的3.7%。

Australia: January CPI – Sparks and Sneakers Behind the Lift.We start 2026 with a complete Monthly CPI. In January the CPI gained 3.8% in the year, a touch stronger than Westpac's estimate of 3.6%yr and the market estimate of 3.7%yr.