米 (Rice) 加自选

英国商店价格自2024年3月以来涨幅最大，加剧了英国央行对通胀的担忧。英国商店价格以2024年3月以来的最快速度上涨，引发了人们对持续通胀的担忧。英国零售商协会（BRC）报告称，8月份食品成本上涨4.2%，为2024年2月以来的最大涨幅，导致月度增长0.9%。

UK shop prices jump most since March 2024, fuelling Bank of England inflation fears.UK shop prices rose at their fastest pace since March 2024, stoking concerns about persistent inflation. The British Retail Consortium (BRC) reported a 0.9% monthly increase in August, driven by a 4.2% jump in food costs—the sharpest since February 2024.

警惕：法国政府面临崩溃，贝鲁面临预算信任投票的风险（9月8日）。法国总理贝鲁呼吁在9月8日就全面削减预算进行信任投票，主要反对党已经站出来反对他，法国少数派政府面临崩溃。政治不确定性扰乱了市场，推动法国债券息差扩大，并使CAC 40指数下跌。

Heads up: French government faces collapse as Bayrou risks budget confidence vote (Sept 8).France's minority government faces collapse as PM Bayrou calls a September 8 confidence vote on sweeping budget cuts, with major opposition parties already lined up against him. Political uncertainty rattled markets, pushing French bond spreads wider and knocking the CAC 40 lower.

韩国综合消费者信心指数在2025年8月升至111.4，比7月上升0.6点，为2017年12月以来的最高水平。强劲的出口和旨在减少贸易不确定性的政府措施支撑了信心，而缓解通货膨胀有助于缓和对价格上涨的担忧。对当前生活水平的信心改善至96，比7月份高出2个百分点，但前景仍稳定在101。对家庭收入和支出的预期分别为102和111。对当前国内经济状况的看法增强至93，上升7个百分点，但对未来状况的乐观情绪降至100，比上月下降6个百分点。通胀预期保持稳定，消费者预计明年通胀率为2.6%，三年和五年通胀率均为2.5%。

South Korea’s Composite Consumer Sentiment Index rose to 111.4 in August 2025, up 0.6 points from July and marking its highest level since December 2017. Confidence was supported by strong exports and government measures aimed at reducing trade uncertainty, while easing inflation helped temper concerns over rising prices. Sentiment toward current living standards improved to 96, two points higher than July, though the outlook remained steady at 101. Expectations for household income and spending were unchanged at 102 and 111, respectively. Views on current domestic economic conditions strengthened to 93, a seven-point gain, but optimism about future conditions eased to 100, down six points from the prior month. Inflation expectations held stable, with consumers projecting 2.6% over the next year and 2.5% for both three- and five-year horizons.

交易日：围绕鲍威尔的支点。交易日

Trading Day: Pivoting on Powell's pivot.TRADING DAY