英国3个月期国债 (UK3M) 加自选

英国工业联合会表示，英国零售业衰退已持续10个月。英国工业联合会周一的一项调查显示，由于价格上涨给消费者带来压力，英国零售销售下滑已持续到7月份的第10个月，尽管下降的速度没有6月份那么严重。

UK retail downturn stretches into 10th month, CBI says.A downturn in British retail sales extended into its 10th month in July as rising prices weighed on consumers, although the pace of the fall was less severe than in June, a Confederation of British Industry survey showed on Monday.

英国7月CBI零售业报告销售额为-34，而之前为-46。英国零售销售连续第十个月下滑。值得注意的是，价格上涨似乎是消费者关注的问题，尽管活动的下降并不像6月份那么明显。

UK July CBI retailing reported sales -34 vs -46 prior.The downturn in UK retail sales continues for a tenth consecutive month. Of note, rising prices seem to be a concern for consumers though the decline in activity wasn't as pronounced as in June.

收益率上升后，英格兰银行准备放缓QT。预计英格兰银行将很快放缓缩减其5580亿英镑（7540亿美元）政府债券持有量的步伐，经济学家希望下周能对其长期储备目标有所了解。

Bank of England poised to slow QT after rise in yields.The Bank of England is expected to soon slow the pace at which it shrinks its 558 billion-pound ($754 billion) holdings of government bonds, and economists hope next week will shed some light on its longer-term goals for the stockpile.

英国零售数据弱于预期后，富时100指数周五下跌，结束了六天的连胜。6月份零售额增长0.9%，低于预期，而5月份的大幅下降被下调至-2.8%，为2023年12月以来的最差水平。消费者信心也有所下降，GfK指数下跌，因为家庭正在为可能的秋季增税做准备。Rightmove下跌超过2%，尽管超过了上半年的利润预期，因为它警告称下半年的增长将放缓。京东体育收盘小幅下跌，但远低于盘中低点，受彪马下调盈利预期后对美国关税的担忧打击。然而，它注意到房地产市场趋势的改善，6月份的上市和需求同比分别增长了9%和6%。从好的方面来看，NatWest上涨了近2.5%，此前该公司将全年收入前景上调至160亿英镑以上，并宣布在2025年下半年回购7.5亿英镑的股票。尽管周五有所下跌，但富时100指数连续第五周上涨，徘徊在历史高点附近。

The FTSE 100 fell on Friday, snapping a six-day winning streak, after weaker-than-expected UK retail data. Retail sales rose 0.9% in June, missing forecasts, while May’s sharp drop was revised down to -2.8%, the worst since December 2023. Consumer sentiment also dipped, with GfK's index falling as households brace for possible autumn tax hikes. Rightmove fell more than 2% despite beating H1 profit estimates, as it warned that growth in H2 would slow. JD Sports closed slightly lower but well off session lows, hit by concerns over US tariffs after Puma slashed its earnings forecast. However, it noted improving property market trends, with June listings and demand up 9% and 6% year-on-year. On the upside, NatWest rose almost 2.5% after raising its full-year income outlook to over £16 billion and announcing a £750 million share buyback for H2 2025. Despite Friday’s dip, the FTSE 100 booked its fifth straight weekly gain, hovering near record highs.