Insight Investment:澳洲利率已接近峰值 经济放缓或为明年降息打开空间

格隆汇
Oct 12
Insight Investment全球利率投资组合经理哈里·琼斯表示,尽管澳洲联储仍保留进一步加息的可能性,但当前利率水平已接近或达到峰值。琼斯指出,目前澳大利亚金融环境已经较为紧缩,经济增长正在放缓,而今年加息带来的大部分影响尚未完全传导至实体经济。在这一背景下,当前收益率水平下的澳大利亚长期债券仍具有投资价值。他表示,随着通胀持续缓和以及国内需求走弱,澳大利亚明年可能具备下调政策利率的空间。

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