欧元/英镑 (EURGBP) 加自选

周四，富时100指数上涨0.9%，达到创纪录的9138点，在对关税讨论持乐观态度的情况下，表现优于欧洲同行。当人们的注意力集中在欧盟-美国贸易谈判上时，英国和印度签署了一项期待已久的贸易协定，涵盖了汽车和酒精的关税。该协议由英国贸易大臣乔纳森·雷诺兹和印度贸易大臣皮尤什·戈亚尔在伦敦附近签署，预计将为英国经济增加48亿英镑。强劲的企业更新和英镑走弱也提振了市场。英国电信在公布业绩改善后上涨10.5%，利洁时在单位销售后上调指导价，上涨10.3%，杰富瑞强调了主要品牌的强劲销售。豪顿细木工上涨8.6%，增长好于预期。在经济方面，英国服务业和综合采购经理人指数数据低于预期，表明私营部门增长放缓，而制造业数据超过预期，收缩缓解程度超过预期。与此同时，正如预期的那样，欧洲央行将利率稳定在2%。

The FTSE 100 rose 0.9% to a record 9138 on Thursday, outperforming European peers amid optimism over tariff discussions. While attention centered on EU-US trade talks, the UK and India signed a long-awaited trade pact, covering tariffs on cars and alcohol. Signed near London by Trade Secretary Jonathan Reynolds and Indian counterpart Piyush Goyal, the deal is expected to add £4.8 billion to the UK economy. Markets were also lifted by strong corporate updates and a weaker pound. BT jumped 10.5% after posting improving results, and Reckitt Benckiser surged 10.3% on a guidance upgrade following a unit sale, with Jefferies highlighting strong sales in key brands. Howden Joinery rose 8.6% on better-than-expected growth. On the economic front, UK services and composite PMI data missed expectations, pointing to slower private sector growth, while manufacturing data beat forecasts, with the contraction easing more than expected. Meanwhile, the ECB held rates steady at 2%, as expected.

在伦敦，富时100指数周四上涨79点，涨幅0.88%。领涨的是英国电信（10.46%）、利洁时（10.34%）和豪登细木工（8.62%）。跌幅最大的是苏格兰和南方能源公司（-3.16%）、比兹利（-2.25%）和3i（-1.82%）。

In London, the FTSE 100 Index rose 79 points or 0.88 percent on Thursday. Leading the gains are BT (10.46%), Reckitt Benckiser (10.34%) and Howden Joinery (8.62%). Top losers were SSE (-3.16%), Beazley (-2.25%) and 3i (-1.82%).

富时MIB指数微跌0.2%，收于40600点，因市场评估了欧洲贸易前景、欧洲央行政策和悲观的盈利结果。欧洲央行保持利率不变，正如预期的那样，拉加德总统指出，欧元区经济仍然具有弹性，这促使市场减少了今年降息的赌注。一年多来首次暂停宽松周期。与此同时，两名欧盟外交官周三表示，与美国的贸易谈判正朝着15%的关税趋同，这反映了美日框架，并减少了早些时候30%关税的威胁。在企业方面，意法半导体在十多年来首次出现季度亏损后暴跌超过16%。Moncler下降了近6%，销售额下降了2%，受旅游活动疲软的影响，尤其是在欧洲、中东和非洲地区和日本。

The FTSE MIB edged down 0.2% to close at 40,600 as markets assessed the outlook for European trade, the ECB's policy, and pessimistic earnings results. The ECB held its rates unchanged as expected and President Lagarde noted that the Eurozone's economy remains resilient, driving markets to pare bets of rate cuts this year. pausing its easing cycle for the first time in over a year. In the meantime, two EU diplomats said Wednesday that trade talks with the US are converging toward a 15% tariff, mirroring the US-Japan framework and reducing the threats of 30% tariffs from earlier. On the corporate front, STMicroelectronics plunged over 16% after posting its first quarterly loss in more than a decade. Moncler dropped nearly 6% as sales declined by 2%, hurt by weaker tourist activity, especially in EMEA and Japan.

欧洲股市周四收高，市场评估了欧盟的贸易和货币政策前景。斯托克50指数上涨0.3%，至5359点，斯托克600指数上涨0.3%至552点。欧洲央行维持利率不变，并指出通货紧缩的发展符合其早先的预测。央行还指出，在进一步明确政策前景之前，需要对经济发展有更多的了解，包括与美国达成潜在的贸易协议，以及欧元在未来几个月将如何走强。尽管如此，在欧洲央行行长拉加德指出可能没有必要降息后，市场还是减少了今年降息的押注。与此同时，有报道称，在欧盟外交官更接近达成的贸易协议中，美国可能会接受将对欧盟的关税降至15%，这是对其他国家关税的最低门槛。法国巴黎银行股价上涨0.4%，因其收入和收益也超出预期。

European stocks closed higher on Thursday as markets assessed outlooks for trade and monetary policy in the EU. The STOXX 50 added 0.3% to 5,359 and the STOXX 600 rose 0.3% to 552. The ECB held its interest rates unchanged and noted that disinflation has developed in line with its earlier forecasts. The central bank also noted that more insights on economic developments will be necessary before further clarity on the policy outlook can be signaled, including a potential trade deal with the US, and how a strong euro will move in the coming months. Still, markets pared bets of rate cuts this year after ECB President Lagarde noted that rate cuts may not be warranted. In the meantime, reports indicated that the US is likely to accept lowering tariffs against the EU to 15%, the bottom threshold of tariffs on other countries, amid the trade deal that EU diplomats were closer to agreeing to. BNP Paribas rose 0.4% as it also beat expectations on both revenue and earnings.