英国3个月期国债 (UK3M) 加自选

英镑在触及1.363美元的三年高点后跌至1.35美元，因为中东紧张局势升级，投资者因担心更广泛的冲突而转向避险资产。一夜之间，以色列袭击了伊朗的核设施和关键人员，称这是应对生存威胁所必需的行动。伊朗以数百架无人机作为回应，并警告称将进行进一步报复。与此同时，数据显示，英国4月份国内生产总值环比下降0.3%，降幅低于预期的0.1%，部分原因是新关税后对美国的出口大幅下降。周二的就业数据突显了经济紧张和劳动力需求疲软的迹象，这增加了市场对英格兰银行将比预期更激进地降息的预期。与此同时，由于美国再次发出关税威胁，且有迹象表明美国通胀有所缓解，英镑继续受益于美元的普遍疲软。

The British pound eased toward $1.35 after hitting a three-year high of $1.363, as escalating Middle East tensions drove investors toward safe-haven assets amid fears of a wider conflict. Overnight, Israel struck Iran’s nuclear sites and key personnel, calling the operation necessary to counter an existential threat. Iran responded with hundreds of drones and warned of further retaliation. Meanwhile, data showed UK GDP fell 0.3% month-over-month in April—worse than the expected 0.1% decline—partly due to a sharp drop in exports to the US following new tariffs. Signs of economic strain and softer labor demand, highlighted by Tuesday’s employment data, have increased market expectations that the Bank of England will cut interest rates more aggressively than anticipated. At the same time, the pound continues to benefit from broad dollar weakness amid renewed US tariff threats and signs of easing inflation in the US.