英镑/加元 (GBPCAD) 加自选

在伦敦，富时100指数周四上涨78点，涨幅0.95%。劳斯莱斯（5.46%）、安托法加斯塔（4.53%）和RS集团（4.40%）领涨。跌幅最大的是苏格兰和南方能源公司（-2.97%）、国家电网（-2.74%）和沃达丰（-2.64%）。

In London, the FTSE 100 Index gained 78 points or 0.95 percent on Thursday. Gains were led by Rolls-Royce (5.46%), Antofagasta (4.53%) and RS Group (4.40%). Biggest losers were SSE (-2.97%), National Grid (-2.74%) and Vodafone (-2.64%).

标准普尔/多伦多证交所综合指数周四上涨0.8%，收于23780点以上，创下历史新高，因为美联储大幅降息后，该指数利用了全球积极情绪。此举引发了人们对经济潜在软着陆的乐观情绪，使金融和大宗商品生产部门都受益。道明银行、布鲁克菲尔德、丰业银行、蒙特利尔银行和宏利等主要金融机构领涨，涨幅从1%到1.7%不等。在能源领域，受油价上涨的推动，森科尔（1.2%）、帝国石油（1.7%）、加拿大天然气公司（2.2%）和Cenovus（1.9%）等与石油挂钩的股票也大幅上涨。与此同时，Wheaton Precious、Teck Resources和Franco Nevada等主要矿业股分别上涨0.9%、2.7%和1.1%，而艾芬豪矿业在金属大宗商品需求前景乐观的背景下飙升超过6.5%。此外，信用敏感型电子商务巨头Shopify上涨2.7%。

The S&P/TSX Composite Index climbed 0.8% to above the 23,780 level on Thursday, reaching a new record high as it capitalized on positive global sentiment following the US Federal Reserve's outsized interest rate reduction. This move spurred optimism about a potential soft landing for the economy, benefiting both financial and commodity producing sectors. Major financial institutions including TD Bank, Brookfield, Scotiabank, BMO, and Manulife led the charge, with gains ranging from 1% to 1.7%. In the energy sector, oil-linked equities such as Suncor (1.2%), Imperial Oil (1.7%), Canadian Natural (2.2%), and Cenovus (1.9%) also experienced significant increases, buoyed by rising oil prices. Meanwhile, key mining stocks like Wheaton Precious, Teck Resources, and Franco-Nevada rose by 0.9%, 2.7%, and 1.1%, respectively, while Ivanhoe Mines soared over 6.5% on the back of a positive demand outlook for metal commodities. Additionally, credit-sensitive e-commerce giant Shopify gained 2.7%.

周四，富时100指数上涨1%，因为英格兰银行在8月份降息25个基点后，决定将银行利率稳定在5%，正如预期的那样。一位成员确实提议削减四分之一个百分点。此前一天，美联储将利率下调了0.5个百分点，并表示将进一步降息。采矿业领涨，英美资源集团、嘉能可、力拓和安托法加斯塔等公司的股价上涨了3%至5%。与此同时，由于中期利润增长7.1%至4.52亿英镑，下半年前六周销售额增长6.9%，Next在两个月内第二次上调了前景。

The FTSE 100 was 1% higher on Thursday as the Bank of England decided to keep the Bank Rate steady at 5%, as expected, after a 25bps reduction in August. One member did propose a quarter point cut. It comes a day after the US Federal Reserve cut rates by half a percentage point and signalled that more reductions would follow. The mining sector led the way, with companies like Anglo American, Glencore, Rio Tinto, and Antofagasta seeing gains between 3% and 5%. Meanwhile, Next raised its outlook for the second time in two months thanks to a 7.1% rise in interim profits to £452m and a 6.9% increase in sales during the first six weeks of the second half.

英国10年期国债收益率突破3.9%，为约两周来的最高水平，此前英格兰银行在2024年9月的会议上将利率稳定在5%，符合预期，并表示逐步取消政策限制仍然是适当的。交易员们现在预计，到年底，央行将降息约42个基点，低于决定前的52个基点。与此同时，美联储大幅降息50个基点，并表示今年和明年将进一步降息。8月份，英国的年通货膨胀率保持在2.2%，符合预期，而服务业的通货膨胀率则如预测的那样攀升至5.6%。核心通胀率也上升到3.6%，超过了3.5%的预测。尽管如此，服务业通胀和整体通胀率均低于央行8月份预测的水平。

The UK 10-year gilt yield topped 3.9%, the highest in about two weeks, after the Bank of England left interest rates steady at 5% in its September 2024 meeting, in line with expectations, and said a gradual approach to removing policy restraint remains appropriate. Traders now parse about 42bps of rate cuts by the central bank by the year-end, below 52bps before the decision. Meanwhile, the Fed delivered a jumbo 50bps rate cut and signaled further reductions ahead this year and next. Annual inflation rate in the UK remained at 2.2% in August, in line with expectations, while services inflation has climbed to 5.6% as predicted. Core inflation has also increased to 3.6%, exceeding forecasts of 3.5%. Still, both services inflation and the headline rate are below the levels projected by the central bank in August.