英国1个月期国债 (UK1M) 加自选

周四，富时100指数持平，小幅下跌，此前英国4月份GDP数据显示收缩幅度超过预期，为0.3%，引发了人们对经济势头的担忧。加剧市场不安的是，美国总统唐纳德·特朗普再次引发了贸易担忧，表示他计划在7月9日的最后期限之前，在未来两周内向各国发出信函，概述单方面关税。特朗普警告称，受影响的国家将面临“要么接受要么放弃”的提议。在早些时候的关税行动之后，英国4月份对美国的出口出现了创纪录的下降。然而，疲软的GDP印刷品引发了人们的猜测，即英格兰银行可能会比预期更早降息。在企业方面，乐购维持了其利润预期，并报告称，截至5月24日的13周内，同比销售额增长了4.7%。增长得益于其英国和爱尔兰业务的强劲表现，特别是在新鲜食品和非食品类别，如家居和服装，以及温暖的天气。

The FTSE 100 traded flat to slightly lower on Thursday after UK GDP data showed a sharper-than-expected contraction of 0.3% in April, raising concerns over economic momentum. Adding to market unease, US President Donald Trump reignited trade worries, stating he plans to send letters to countries in the next two weeks outlining unilateral tariffs, ahead of a July 9 deadline. Trump warned that affected nations would face a “take it or leave it” offer. UK exports to the US saw a record drop in April following earlier tariff actions. However, the weak GDP print fueled speculation that the Bank of England could cut interest rates sooner than expected. On the corporate front, Tesco maintained its profit guidance and reported a 4.7% rise in like-for-like sales for the 13 weeks ending May 24. Growth was driven by strong performance in its UK and Ireland businesses, especially in fresh food and non-food categories like home and clothing, aided by warmer weather.