English News Brief
Summary
RBA Deputy Governor Andrew Hauser, in an exclusive ABC interview, emphasized that inflation remains “too high” despite recent cooling data. The ASX 200 closed slightly higher, while global markets were mixed. Key developments included falling shipping costs, talks on Venezuelan oil exports, and RBA warnings about overvalued tech stocks.
Key Points
- RBA Focus on Inflation: Deputy Governor Andrew Hauser stated the RBA is focused on future inflation trends (1-2 years out), describing recent data as “helpful” but expected. He declined to comment on market pricing for a February rate hike, which edged down to a 30% chance.
- Market Warnings: Hauser warned of risks from “exceptionally high valuations” in tech stocks and geopolitical tensions, stating the RBA is prepared to act if financial stability is threatened.
- Market Snapshot: ASX 200 closed up 0.3% at 8,720. The Australian dollar dipped 0.3%. Asian markets (Nikkei, Hang Seng) were weaker, while oil prices rallied in afternoon trade.
- Economic Data: Australia’s goods trade surplus narrowed in November as exports fell. The Baltic Dry Index (shipping costs) hit a five-month low.
- Housing Scheme Impact: The government stated the expanded 5% home deposit scheme has had only a “very minor impact on prices,” with uptake in line with forecasts.
- Corporate & Commodity News: Chevron is in talks with the US government to expand its operations in Venezuela. Energy stocks gained despite oil price volatility.
中文新闻简报
摘要
澳大利亚储备银行（RBA）副行长安德鲁·豪泽在接受ABC独家采访时强调，尽管近期数据有所降温，但通胀仍然“过高”。ASX 200指数小幅收高，全球市场表现不一。主要动态包括航运成本下降、有关委内瑞拉石油出口的谈判，以及RBA对科技股估值过高的警告。
关键点
- RBA关注通胀：副行长安德鲁·豪泽表示，RBA更关注未来（1-2年）的通胀趋势，称近期数据“有帮助”但符合预期。他拒绝对市场预测的2月加息可能性（已降至30%）置评。
- 市场风险警告：豪泽警告科技股“异常高的估值”和地缘政治紧张带来的风险，表示若金融稳定受到威胁，RBA已准备好采取行动。
- 市场概览：ASX 200指数收盘上涨0.3%，报8,720点。澳元下跌0.3%。亚洲市场（日经指数、恒生指数）走弱，而油价在午后交易中反弹。
- 经济数据：澳大利亚11月商品贸易顺差因出口下降而收窄。波罗的海干散货指数（航运成本）跌至五个多月低点。
- 住房计划影响：政府表示，扩大的5%首付计划对房价仅有“非常轻微的影响”， uptake符合财政部预测。
- 企业与商品新闻：雪佛龙正与美国政府谈判，以扩大其在委内瑞拉的运营许可。尽管油价波动，能源股仍上涨。
Original Article Link: https://www.abc.net.au/news/2026-01-08/asx-markets-business-news-live-updates-thursday-8-january/106208416