天然气、WTI原油、布伦特原油预测——交易员押注需求上升，油价创下新高。尽管欧佩克+产量增加，但交易员仍持看涨态度，油价正在走高。

Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Tests New Highs As Traders Bet On Rising Demand.Oil prices are moving higher as traders stay bullish despite OPEC+ production boost.

美元上涨，交易员关注新的关税率：欧元/美元、英镑/美元、美元/加元、美元/日元分析。随着交易员对特朗普关税政策的最新变化做出反应，美元指数创下新高。

U.S. Dollar Gains Ground As Traders Focus On New Tariff Rates: Analysis For EUR/USD, GBP/USD, USD/CAD, USD/JPY.U.S. Dollar Index tested new highs as traders reacted to recent changes in Trump's tariff policy.

英镑跌破1.36美元，触及两周低点，受美元走强和对该国财政前景的担忧的压力。美国总统唐纳德·特朗普警告包括日本和韩国在内的14个国家，自8月1日起征收25%的关税。到目前为止，只有英国和越南达成了避免新关税的协议，新关税与现有的汽车、钢铁和铝关税是分开的。英国正急于与美国敲定一项取消英国钢铁关税的协议，担心关税可能会飙升至50%，威胁到本已脆弱的国内钢铁行业。与此同时，对英国财政健康状况的担忧打压了市场情绪。预算责任办公室（OBR）警告称，到21世纪70年代初，公共债务可能超过GDP的270%，原因是人口老龄化以及医疗和养老金成本上升带来的压力。日益加剧的全球紧张局势和增加国防开支的呼声也增加了长期财政的不确定性。

The British pound fell below $1.36, hitting a two-week low, pressured by a stronger US dollar and concerns over the country’s fiscal outlook. US President Donald Trump warned 14 nations, including Japan and South Korea, of 25% tariffs effective August 1. So far, only the UK and Vietnam have reached deals to avoid the new levies, which are separate from existing tariffs on autos, steel, and aluminium. The UK is rushing to finalize a deal with the US to eliminate tariffs on British steel, with fears the levy could jump to 50%, threatening an already fragile domestic steel industry. At the same time, concerns over the UK’s fiscal health weighed on sentiment. The Office for Budget Responsibility (OBR) warned that public debt could exceed 270% of GDP by the early 2070s, citing pressures from an ageing population and rising healthcare and pension costs. Growing global tensions and calls for increased defence spending are also adding to the long-term fiscal uncertainty.

周二，受石油、金融和矿业股上涨的支撑，富时100指数上涨0.4%。英国石油公司在与利比亚国家石油公司签署协议以帮助恢复两个大型油田后上涨了约3%，而壳牌公司上涨了近2%。渣打银行上涨超过2%，矿业巨头嘉能可、力拓和英美资源集团分别上涨2.8%、1.3%和1.2%。美国银行上调其股票评级后，Entain也上涨了2.9%，原因是其美国BetMGM合资企业表现强劲。市场情绪受到全球贸易发展的影响，包括特朗普总统的关税信函和与欧洲进一步谈判的希望。在国内，预算责任办公室警告称，到2070年代初，由于人口老龄化和日益增长的医疗需求导致的成本上升，国债可能超过GDP的270%，英国财政前景再次引发担忧。

The FTSE 100 rose 0.4% on Tuesday, supported by gains in oil, financial, and mining stocks. BP climbed around 3% after signing a deal with Libya’s National Oil Corporation to help revive two large oil fields, while Shell added nearly 2%. Standard Chartered rose over 2%, and mining giants Glencore, Rio Tinto, and Anglo American gained 2.8%, 1.3%, and 1.2%, respectively. Entain also advanced 2.9% after Bank of America upgraded the stock, citing strength in its US BetMGM joint venture. Market sentiment was influenced by global trade developments, including President Trump’s tariff letters and hopes for further negotiations with Europe. Domestically, concerns resurfaced over the UK’s fiscal outlook after the Office for Budget Responsibility warned that national debt could exceed 270% of GDP by the early 2070s, driven by rising costs tied to an ageing population and growing healthcare needs.