英镑/美元 (GBPUSD) 加自选

英国10年期国债收益率升至3.854%，因投资者将注意力转移到英格兰银行，预计英格兰银行在8月份降息25个基点至5%后将保持利率不变。周三的通胀数据显示，消费者价格稳定增长2.2%，交易员将近期降息的可能性从报告前的35%降至25%。然而，市场仍预计11月和12月将降息，预计到2025年将再降息五次。与此同时，美联储自2022年3月以来首次降息，降息50个基点。

The UK 10-year gilt yield rose to 3.854% as investors shift focus to the Bank of England, which is expected to keep rates unchanged after a 25 basis-point cut to 5% in August. Following Wednesday's inflation data showing steady consumer price growth at 2.2%, traders reduced the odds of a near-term rate cut to 25%, down from 35% before the report. However, markets still anticipate rate cuts in November and December, with five more projected by 2025. Meanwhile, the US Federal Reserve delivered its first rate cut since March 2022, reducing rates by 50 basis points.

周四，富时100指数上涨，徘徊在8300点左右，与全球同行持平，因为投资者对美联储超大规模降息0.5个百分点做出了反应。美国央行启动了疫情以来的第一轮宽松政策，表明可能会进一步削减，尽管幅度可能不同。现在的焦点转移到今天晚些时候英格兰银行的利率决定上，尽管基准利率预计将保持在5%不变。矿业股对涨幅贡献最大，英美资源集团、嘉能可、力拓和安托法加斯塔均上涨2.8%至3.7%。接下来也是表现最好的公司之一，在两个月内第二次上调前景后上涨了3%以上，这是由于中期利润增长7.1%，达到4.52亿英镑，下半年前六周销售额增长6.9%。

The FTSE 100 traded higher on Thursday, hovering around 8,300, in line with global peers, as investors reacted to the Federal Reserve’s supersized half-point cut in interest rates. The U.S. central bank kicked off its first round of easing since the pandemic, signaling that additional cuts could follow, though they may not be of the same magnitude. The focus now shifts to the Bank of England's rate decision later today, though the benchmark interest rate is expected to remain unchanged at 5%. Miners contributed the most to the advance, with Anglo American, Glencore, Rio Tinto and Antofagasta all up between 2.8% and 3.7%. Next was also among the top performers, rising over 3%, after raising its outlook for the second time in two months, driven by 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.

周四，美元指数再次跌破101，扭转了早盘的涨势，因为投资者继续评估美联储最新政策决定的影响。美联储周三大幅降息50个基点，这是自新冠肺炎疫情早期以来的首次降息。央行表示有信心通货膨胀率正在持续向2%迈进，并采取行动防止劳动力市场放缓。与此同时，鲍威尔表示，美联储并不急于放松政策，半个百分点的降息不是“新的步伐”。他的言论促使交易员买入美元的下跌，但由于担心其他主要央行可能不如美联储那样积极地放松政策，美元慢慢抹去了这些涨幅。

The dollar index weakened again below 101 on Thursday, reversing gains from earlier in the session as investors continued to assess the implications of the latest Federal Reserve policy decision. The Fed delivered an aggressive 50 basis point rate cut on Wednesday for its first rate reduction since the early days of the Covid pandemic. The central bank indicated confidence that inflation is moving sustainably toward 2% and moved to prevent a slowdown in the labor market. Meanwhile, Powell said the central bank is not in a rush to ease policy and that half-percentage point cuts are not the “new pace.” His comments prompted traders to buy the dip on the dollar, but the greenback slowly erased those gains amid concerns that other major central banks could ease policy less aggressively than the Fed.

在伦敦，富时100指数周四上涨60点，涨幅0.73%。领涨的是英美资源集团（3.60%）、安托法加斯塔（3.07%）和NEXT（3.05%）。跌幅最大的是国家电网（-1.14%）、苏格兰和南方能源公司（-1.10%）和沃达丰（-0.95%）。

In London, the FTSE 100 Index is gaining 60 points or 0.73 percent on Thursday. Leading the gains are Anglo American (3.60%), Antofagasta (3.07%) and NEXT (3.05%). Top losers are National Grid (-1.14%), SSE (-1.10%) and Vodafone (-0.95%).