亚洲一周前瞻：澳洲联储决议，中国、日本、韩国、印尼关键数据THINK 经济与金融分析

关键论点

• 澳洲联储预计加息25个基点，风险仍偏上行，需进一步保持警惕以确保通胀可持续地回到目标水平。
• 中国官方PMI料小幅回升，制造业为50.1，非制造业为49.2。
• 日本活动与通胀数据预计显示价格压力坚挺，东京整体CPI同比加速至2.5%。
• 印尼CPI料同比加速至3.3%，受厄尔尼诺推动的食品价格影响，大米价格是主要驱动，并可能外溢至核心通胀。

对应原文证据

1. Separately, August CPI data is likely to accelerate further to 4.1% year-on-year, driven primarily by higher diesel and food prices, alongside persistent underlying core inflation pressures.
2. We look for the National Bureau of Statistics to report a slight recovery in its official manufacturing and non- manufacturing PMIs to 50.1 and 49.2, respectively.
3. Growth in the series has been moderating over the past 3 months, even as overall profits have improved from previous years.