穆迪分析的Sunny Nguyen在一份报告中表示，对于澳大利亚的通胀前景而言，不断扩大的中东冲突来得不是时候。这位经济学家指出，这场冲突发生前几周，澳大利亚央行刚刚为应对2025年底通胀的大幅回升而将隔夜拆款利率上调至3.85%。她说，鉴于澳大利亚是能源净出口国，全球能源价格上涨可能会提振该国的出口收入和政府财政收入，但这些收益通常是前置的，而且分配不均。她补充说，不断上涨的能源成本也可能催生对更高工资的需求，这可能会加剧服务业通胀。紧俏的劳动力市场以及活跃的薪资谈判可能会固化这种动态。她说，“一场无限期的能源冲击是澳大利亚央行最不希望看到的。”

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