澳洲联储：短期通胀预期有所缓解，但仍高于年初水平。

Analyst James Glynn says revised Reserve Bank of Australia forecasts point to a policy setting close to comfortable. The RBA has raised its unemployment path to 4.5% by December from 4.3% previously, cut its headline CPI forecast to 3.6% by December from 4.0%, and lowered trimmed‑mean inflation to 3.3% by December from 3.5%, with trimmed mean expected to reach 2.4% by June 2028. Glynn says the direction of these revisions is consistent with the RBA nearing the end of its tightening cycle.

8月10日A股低于3%换手率股票占比连降四日，从4月以来高点附近回落至63.12%；高于5%换手率股票占比则是从接近4月低点水平连升四日至19.2%，不过目前尚在阈值水平附近，留意市场交投活跃度能否持续回暖。 -------- 注：1、当换手率低于3%的股票占比上升，尤其是接近历史高位附近（图中虚线，图为反转走势）时，意味着市场很有可能遇到一个阶段低点，容易产生反转或反弹。 2、当高换手率高于5%的股票占市场总数比例保持在阈值（图中虚线）上方，市场才会出现强的赚钱效应，使得行情具有持续性。牛市的时候，该指标会持续保持在阈值上方，市场迎来普涨行情；而熊市的时候，该指标大多时候在阈值下方，偶尔超过阈值反而要小心冲高回落的风险。