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澳洲联储纪要措辞不及预期鸽派,澳元收复0.73领涨非美货币; ① 澳元兑美元在周二亚洲时段走强,重返0.73关口上方,涨幅在G10发达经济体货币中居前,因日内澳洲联储会议纪要措辞不及预期鸽派,其中强调澳洲经济在第二轮疫情来袭后所受的冲击低于此前预估,同时,澳洲房产价格跌幅也低于早先的悲观预估; ② 澳洲联储的政策措辞也令投资者对其后市实行负利率政策的预估进一步排除。虽然澳洲出口市场仍可能受到贸易环境不稳定性的冲击,但在美元走势前景依旧疲软,且澳洲联储并不担心澳元汇价过强的背景下,澳元走势方向仍趋上行,后市有望上看至0.75一线

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