英镑/波兰兹罗提 (GBPPLN) 加自选

市场每周展望——联邦公开市场委员会、日本央行和英国央行利率决策、风险分流？。本周，除加密货币外，大多数资产类别都悄然开始——比特币在回落之前飙升至11万美元的水平。外汇市场仍然低迷，因为参与者等待美国关键的通胀数据，消费者价格指数（CPI）和生产者价格指数（PPI）分别于周三和周四公布。

Markets Weekly Outlook – FOMC, BoJ and BoE Rate Decision, Risk-Off Flows?.The week began quietly across most asset classes, except for cryptocurrencies—Bitcoin surged to the $110,000 level before pulling back. Forex markets remained subdued as participants awaited key US inflation data, with the Consumer Price Index (CPI) and Producer Price Index (PPI) released on Wednesday and Thursday, respectively.

英国Rightmove房价指数（年环比）从之前的1.2%降至6月份的0.8%。英国Rightmove房价指数（年环比）从之前的1.2%降至6月份的0.8%

United Kingdom Rightmove House Price Index (YoY) dipped from previous 1.2% to 0.8% in June.United Kingdom Rightmove House Price Index (YoY) dipped from previous 1.2% to 0.8% in June

英国Rightmove房价指数（月环比）从之前的0.6%降至6月份的-0.3%。英国Rightmove房价指数（月环比）从之前的0.6%降至6月份的-0.3%

United Kingdom Rightmove House Price Index (MoM) fell from previous 0.6% to -0.3% in June.United Kingdom Rightmove House Price Index (MoM) fell from previous 0.6% to -0.3% in June

周五，富时100指数下跌0.4%，收于8851点，从周四的历史高点回落，中东紧张局势升级引发全球股市普遍抛售。然而，与欧洲同行的更大跌幅相比，英国基准指数的跌幅更为温和。以色列对伊朗发动了大规模袭击，标志着敌对行动的显著升级，加剧了人们对该地区更广泛冲突的担忧。国际航空集团（International Airlines Group）的股价跌幅最大，为4.5%。易捷航空（-3.5%）、葛兰素史克（-2.5%）和京东体育（-1.9%）也录得巨额亏损。相比之下，在安全风险加剧和能源价格上涨的情况下，石油、天然气和国防类股表现优异，即BAE Systems（3.3%）、BP（2%）、Fresnillo（1.7%）和壳牌（1%）。本周，富时100指数微涨0.1%。

The FTSE 100 fell 0.4% to close at 8,851 on Friday, pulling back from Thursday’s record high, as escalating tensions in the Middle East sparked a broad-based sell-off across global equity markets. However, the decline in the UK benchmark was more modest compared to heavier losses seen across its European peers. Israel launched widescale strikes against Iran, marking a significant escalation in hostilities that fueled fears of a broader conflict in the region. Shares of International Airlines Group were among the hardest hit, falling 4.5%. EasyJet (-3.5%), GSK (-2.5%) and JD Sports (-1.9%) also booked big losses. In contrast, oil, gas, and defense stocks outperformed amid heightened security risks and rising energy prices, namely BAE Systems (3.3%), BP (2%), Fresnillo (1.7%) and Shell (1%). On the week, the FTSE 100 edged up 0.1%.