英国3个月期国债 (UK3M) 加自选

RICS的英国住宅市场调查显示，2025年5月房价平衡降至-8%，为2024年7月以来的最低水平。这标志着继4月份的-3%之后，连续第五个月下跌。尽管出现了这一趋势，但总体数据仍表明全国房价总体持平。地区差异仍然明显。东安格利亚和西南部的负余额分别为-34%和-31%。相比之下，北爱尔兰的价格继续强劲增长，92%的受访者表示价格上涨。展望未来，全国短期价格预期仍略为负面，净余额为-12%。

The UK Residential Market Survey by RICS shows the house price balance dropped to -8% in May 2025—the lowest level since July 2024. This marks the fifth consecutive monthly decline, following a reading of -3% in April. Despite this trend, the headline data still suggests a broadly flat national picture for house prices. Regional differences remain stark. East Anglia and the South West recorded significantly more negative balances of -34% and -31%, respectively. In contrast, Northern Ireland continues to see strong price growth, with a net balance of +92% of respondents reporting increases. Looking ahead, national near-term price expectations remain slightly negative, with a net balance of -12%.

调查显示，英国房价增长近一年来最疲软。英国皇家特许测量师学会的月度房价平衡衡量了过去三个月房价上涨和下跌的测量师百分比之间的差异。

Survey shows weakest UK house price growth in nearly a year.Royal Institution of Chartered Surveyors' monthly house price balance measures the difference between the percentages of surveyors seeing rises and falls in prices over the past three months.

5月份英国RICS房价平衡为-8%，低于预期（-3%）。5月份英国RICS房价平衡为-8%，低于预期（-3%）

United Kingdom RICS Housing Price Balance came in at -8%, below expectations (-3%) in May.United Kingdom RICS Housing Price Balance came in at -8%, below expectations (-3%) in May

周三，富时100指数攀升至8870附近的历史高点，投资者消化了英国的多年支出审查和积极的美中贸易更新。英国财政大臣雷切尔·里夫斯概述了到2027年的部门预算，包括承诺将国防开支提高到GDP的2.5%，并为英国国家医疗服务体系增加300亿英镑。有消息称，最新的美中贸易协议将获得特朗普总统和Xi主席的批准，这也加剧了乐观情绪。此外，美国5月份通胀率升至2.4%，略低于2.5%的预测。金融股领涨，保诚、汇丰银行和渣打银行等对中国有敞口的公司上涨。黄金矿商Fresnillo因金价走强而上涨。劳斯莱斯和巴布科克等国防类股上涨，因预期政府投资增加。摩根大通将英国电信列入其关注名单后，英国电信股价上涨超过2%，同时有报道称英国电信可能收购TalkTalk。

The FTSE 100 climbed toward record highs near 8,870 on Wednesday as investors digested the UK’s multi-year spending review and a positive US-China trade update. UK Chancellor Rachel Reeves outlined departmental budgets through 2027, including a commitment to raise defence spending to 2.5% of GDP and an additional £30 billion for the NHS. Optimism was also fueled by news that the latest US-China trade agreement would meet the approval of both President Trump and President Xi. Also, US inflation rose to 2.4% in May, slightly below the 2.5% forecast. Financial stocks led gains, with firms exposed to China, such as Prudential, HSBC, and Standard Chartered, rallying. Gold miner Fresnillo rose on stronger bullion prices. Defence stocks like Rolls-Royce and Babcock advanced on expectations of increased government investment. BT jumped over 2% after JPMorgan added it to its focus list, while reports emerged of a potential takeover bid for TalkTalk.