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鉴于澳元/日元仅跌至111.235后便再次获得买盘，目前交投于111.52附近，今天的澳洲联储会议纪要似乎有些平淡。市场对立即降息的预期本就不高，但即使近期失业率有所上升，会议纪要也缺乏任何明显的鸽派倾向，这表明他们仍在打持久战。这对于该交叉货币对的长期看涨偏见没有太大影响，特别是如果日本央行仍坚决按兵不动的话。目前仍将其列入观察名单，但未看到任何可能导致大幅下跌的主要催化剂。或许在两经济体获得更确凿的数据之前，更多的是区间震荡。
I agree, the market reaction was pretty muted. It seems the general consensus was already leaning towards a 'wait and see' approach from the RBA, so no major surprises there. Do you think the upcoming CPI data will be the next significant catalyst for AUDJPY?
Agreed. The market probably priced in the 'no immediate cut' long ago. It's more about the forward guidance now, which seems to remain cautious without giving much away.
It's hard to get excited when the market reaction is that muted. Sounds like a case of 'priced in' expectations meeting a very predictable outcome from the RBA, leaving little room for significant movement.
It's interesting how little the market reacted. Do you think the unemployment data wasn't as concerning to them as some analysts expected, or are they truly just focused on inflation until it's undeniably back in range?
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