<p>[悉尼] 澳元和新西兰元在周三反弹，因为美国无限期延长与伊朗的停火协议，以便进行进一步的和平谈判，而新西兰元则因对 5 月份加息预期的增强而获得了一些额外支持。</p>
<p>澳元小幅上涨 0.1%，报 0.7157 美元，前一晚曾下跌 0.4%，最低触及 0.7130 美元，因为华盛顿与德黑兰之间的第二轮谈判计划破裂。现在面临 0.7222 美元的四年高点阻力，而支撑位在 0.7115 美元附近。</p>
<p>新西兰元上涨 0.2%，报 0.5904 美元，在经历了大部分通胀后涨幅的回调后，最终上涨 0.1%。它面临 0.5929 美元的五周高点阻力。</p>
<p>美国总统唐纳德·特朗普周二表示，他将在停火协议到期前几小时延长与伊朗的停火，以便两国继续进行和平谈判。这一延长帮助华尔街期货在亚洲反弹超过 0.5%。</p>
<p>“中东的情况没有改变：没有谈判，没有战斗，也没有船只通过霍尔木兹海峡。这种组合对世界经济来说是个坏兆头，” 澳大利亚联邦银行国际经济学负责人约瑟夫·卡普尔索表示。</p>
<p>“但目前，市场参与者假设霍尔木兹海峡将很快重新开放，因为其关闭对美国和伊朗来说都是不可接受的。”</p>
<h3>在新的全球秩序中导航亚洲</h3>
<p>获取洞察信息，直接发送到您的邮箱。</p>
<p>澳大利亚联邦银行周三的一项调查显示，澳大利亚公司预计到年底当地货币将升至近 72 美分，而养老金基金则预计澳元将在 71 美分附近徘徊。</p>
<p>在新西兰，热烈的通胀数据使市场加大了对新西兰储备银行下个月将当前 2.25% 的现金利率提高 25 个基点的押注。现在这一概率已 sharply 上升至 51%，而几天前还不到 30%。</p>
<p>周三，两年期掉期利率上涨 6 个基点，报 3.4545%，前一晚上涨 5 个基点。</p>
<p>另见</p>
<p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/afcbdbcc6b01ba34e7c7a44a56698cb2e906aa5b530cb76ccb5dc4d870f7c2cb/query-ZHByPTEmZj13ZWJwJnc9MjQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/afcbdbcc6b01ba34e7c7a44a56698cb2e906aa5b530cb76ccb5dc4d870f7c2cb/query-ZHByPTEmZj13ZWJwJnc9MjQw"/></p>
<h3>美国股市：华尔街因中东担忧抵消盈利乐观而下跌</h3>
<p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/9f3afd31990cb7e51ab763977930f04c639e9633d949634d08afa201cb4b91d2/query-ZHByPTEmZj13ZWJwJnc9MjQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/9f3afd31990cb7e51ab763977930f04c639e9633d949634d08afa201cb4b91d2/query-ZHByPTEmZj13ZWJwJnc9MjQw"/></p>
<h3>欧洲股市因美伊紧张局势影响情绪而下跌</h3>
<p>新西兰储备银行警告称，如果通胀加剧，将果断采取行动，尽管许多分析师预计其在短期内将保持政策稳定，因为伊朗战争的影响威胁到新兴经济复苏。路透社</p>
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美伊将于5月底朝觐季结束后在伊斯兰堡再开新一轮谈判。特朗普表态"不急"，并称与内塔尼亚胡通话后，以方对谈判"高度怀疑"、希望恢复战争。你觉得这轮和谈，会谈成吗？

<p>美伊将于5月底朝觐季结束后在伊斯兰堡再开新一轮谈判。特朗普表态"不急"，并称与内塔尼亚胡通话后，以方对谈判"高度怀疑"、希望恢复战争。你觉得这轮和谈，会谈成吗？</p>

美伊月底再谈，特朗普以色列分歧浮现

新兴市场货币 做多 - WisdomTree

澳元 做多 - CurrencyShares

<p>澳元和新西兰元上涨，因为美国与伊朗延长了停火协议，为进一步的和平谈判创造了条件。澳元上涨 0.1%，至 0.7157 美元，而新西兰元上涨 0.2%，至 0.5904 美元。市场对新西兰加息的预期也有所增强，下个月加息 25 个基点的概率为 51%。分析师对中东持续局势表示担忧，这可能会影响全球经济，但仍对尽快达成解决方案保持乐观</p>

<p>[SYDNEY] The Australian and New Zealand dollars bounced on Wednesday as the US extended a ceasefire with Iran indefinitely to allow for further peace talks, with the kiwi getting some added support from firming expectations of a rate hike in May.</p>
<div class="lb-trans"><p>[悉尼] 澳元和新西兰元在周三反弹，因为美国无限期延长与伊朗的停火协议，以便进行进一步的和平谈判，而新西兰元则因对 5 月份加息预期的增强而获得了一些额外支持。</p>
</div><p>The Aussie inched up 0.1 per cent at US$0.7157, having fallen 0.4 per cent overnight to as low as US$0.7130 as plans for a second round of negotiations between Washington and Teheran fell apart. It is now facing resistance at a four-year top of US$0.7222, while support is around US$0.7115.</p>
<div class="lb-trans"><p>澳元小幅上涨 0.1%，报 0.7157 美元，前一晚曾下跌 0.4%，最低触及 0.7130 美元，因为华盛顿与德黑兰之间的第二轮谈判计划破裂。现在面临 0.7222 美元的四年高点阻力，而支撑位在 0.7115 美元附近。</p>
</div><p>The kiwi dollar rose 0.2 per cent at US$0.5904, after trimming most of its post-inflation gains overnight to finish 0.1 per cent higher. It faces resistance at the five-week top of US$0.5929.</p>
<div class="lb-trans"><p>新西兰元上涨 0.2%，报 0.5904 美元，在经历了大部分通胀后涨幅的回调后，最终上涨 0.1%。它面临 0.5929 美元的五周高点阻力。</p>
</div><p>US President Donald Trump said on Tuesday he would extend the ceasefire with Iran, hours before it was set to expire, to allow the two countries to continue peace talks. The extension helped Wall Street futures rebound more than 0.5 per cent in Asia.</p>
<div class="lb-trans"><p>美国总统唐纳德·特朗普周二表示，他将在停火协议到期前几小时延长与伊朗的停火，以便两国继续进行和平谈判。这一延长帮助华尔街期货在亚洲反弹超过 0.5%。</p>
</div><p>“The situation in the Middle East has not changed: no talks, no fighting, and no ships passing through the Strait of Hormuz. This combination is a bad omen for the world economy,” said Joseph Capurso, head of international economics at the Commonwealth Bank of Australia.</p>
<div class="lb-trans"><p>“中东的情况没有改变：没有谈判，没有战斗，也没有船只通过霍尔木兹海峡。这种组合对世界经济来说是个坏兆头，” 澳大利亚联邦银行国际经济学负责人约瑟夫·卡普尔索表示。</p>
</div><p>“But for now, market participants are working on the assumption the Strait will reopen soon because its closure is untenable for both the US and Iran.”</p>
<div class="lb-trans"><p>“但目前，市场参与者假设霍尔木兹海峡将很快重新开放，因为其关闭对美国和伊朗来说都是不可接受的。”</p>
</div><h3>Navigate Asia in  a new global order</h3>
<div class="lb-trans"><h3>在新的全球秩序中导航亚洲</h3>
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<div class="lb-trans"><p>获取洞察信息，直接发送到您的邮箱。</p>
</div><p>A survey from CBA on Wednesday showed Australian companies expected the local dollar to climb to nearly 72 cents by the end of the year, while superannuation funds tipped the Aussie to hover around 71 cents.</p>
<div class="lb-trans"><p>澳大利亚联邦银行周三的一项调查显示，澳大利亚公司预计到年底当地货币将升至近 72 美分，而养老金基金则预计澳元将在 71 美分附近徘徊。</p>
</div><p>In New Zealand, a hot inflation reading had markets ramping up bets the Reserve Bank of New Zealand will have to lift the current 2.25 per cent cash rate by a quarter-point next month. That is now priced at a 51 per cent probability, up sharply from under 30 per cent a few days ago.</p>
<div class="lb-trans"><p>在新西兰，热烈的通胀数据使市场加大了对新西兰储备银行下个月将当前 2.25% 的现金利率提高 25 个基点的押注。现在这一概率已 sharply 上升至 51%，而几天前还不到 30%。</p>
</div><p>Two-year swap rates rose 6 basis points on Wednesday to 3.4545 per cent, after gaining 5 bps overnight.</p>
<div class="lb-trans"><p>周三，两年期掉期利率上涨 6 个基点，报 3.4545%，前一晚上涨 5 个基点。</p>
</div><p>SEE ALSO</p>
<div class="lb-trans"><p>另见</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/afcbdbcc6b01ba34e7c7a44a56698cb2e906aa5b530cb76ccb5dc4d870f7c2cb/query-ZHByPTEmZj13ZWJwJnc9MjQw" alt="" original-src="https://cassette.sphdigital.com.sg/image/businesstimes/afcbdbcc6b01ba34e7c7a44a56698cb2e906aa5b530cb76ccb5dc4d870f7c2cb?w=240&amp;dpr=1&amp;f=webp"/></p>
<h3>US stocks: Wall Street falls as Middle East concerns offset earnings optimism</h3>
<div class="lb-trans"><h3>美国股市：华尔街因中东担忧抵消盈利乐观而下跌</h3>
</div><p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/9f3afd31990cb7e51ab763977930f04c639e9633d949634d08afa201cb4b91d2/query-ZHByPTEmZj13ZWJwJnc9MjQw" alt="" original-src="https://cassette.sphdigital.com.sg/image/businesstimes/9f3afd31990cb7e51ab763977930f04c639e9633d949634d08afa201cb4b91d2?w=240&amp;dpr=1&amp;f=webp"/></p>
<h3>European shares dip as US-Iran tensions weigh on sentiment</h3>
<div class="lb-trans"><h3>欧洲股市因美伊紧张局势影响情绪而下跌</h3>
</div><p>The RBNZ has warned it would act decisively against inflation if it heats up, although many analysts expect it to keep policy steady for the near term as the impact of the Iran war threatens to derail the nascent economic recovery. REUTERS</p>
<div class="lb-trans"><p>新西兰储备银行警告称，如果通胀加剧，将果断采取行动，尽管许多分析师预计其在短期内将保持政策稳定，因为伊朗战争的影响威胁到新兴经济复苏。路透社</p>
</div><p>Decoding Asia newsletter: your guide to navigating Asia in a new global order. Sign up here to get Decoding Asia newsletter. Delivered to your inbox. Free.</p>
<div class="lb-trans"><p>解码亚洲通讯：您在新的全球秩序中导航亚洲的指南。点击这里注册以获取解码亚洲通讯，直接发送到您的邮箱，免费。</p>
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由于美国延长了与伊朗的停火协议，澳大利亚元和新西兰元出现反弹