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今日外汇：英国就业报告和每周ADP数据成为焦点。今日外汇：英国就业报告和每周ADP数据成为焦点

FX Today: UK jobs report and the weekly ADP figures take centre stage.FX Today: UK jobs report and the weekly ADP figures take centre stage

在伦敦，富时100指数周一上涨118点，涨幅1.21%。涨幅最大的是Fresnillo（6.39%）、帝亚吉欧（5.76%）和苏格兰和南方能源公司（4.25%）。

In London, the FTSE 100 Index went up by 118 points or 1.21 percent on Monday. Top gainers were Fresnillo (6.39%), Diageo (5.76%) and SSE (4.25%).

周一，富时100指数上涨超过1%，达到创纪录的近9800点，这得益于全球反弹，因为这一进展缓解了人们对美国政府关门的担忧。主要贡献者包括汇丰银行和阿斯利康（各增长1.7%）、劳斯莱斯（增长2.5%）、英国石油公司（增长1.3%）、壳牌公司（增长0.9%）和英美烟草公司（增长0.9%）。贵金属上涨，因预期美联储可能降息，提振了矿商Fresnillo（+6%）和Endeavor（+4%）。帝亚吉欧在任命前乐购首席执行官戴夫·刘易斯（Dave Lewis）后飙升5.2%，标志着潜在的文化重置。苏格兰和南方能源公司股价上涨超过4%，因为它探索了支持电网和可再生能源投资的融资方案，可能是通过股票出售或其他措施。

The FTSE 100 climbed over 1% to a record near 9,800 on Monday, supported by a global rebound as progress eased fears of a US government shutdown. Key contributors included HSBC and AstraZeneca (+1.7% each), Rolls-Royce (+2.5%), BP (+1.3%), Shell (+0.9%), and British American Tobacco (+0.9%). Precious metals gained on expectations of a potential Fed rate cut, lifting miners Fresnillo (+6%) and Endeavour (+4%). Diageo surged 5.2% after appointing former Tesco CEO Dave Lewis, signaling a potential cultural reset. SSE rose over 4% as it explores funding options to support grid and renewable energy investments, possibly via a share sale or other measures.

英镑兑美元汇率在1.318美元左右，投资者正在等待可能影响英格兰银行政策路径的关键经济数据。上周四，英国央行保持利率不变，但投票结果很紧张，五名政策制定者支持维持利率不变，四人支持降息，市场将注意力集中在12月。交易员将关注周二的就业报告和周四的第三季度GDP预览，以寻找线索，目前的定价表明降息25个基点的可能性很大。预计英国经济第三季度将增长0.2%，标志着连续第三年放缓。预计失业率将升至4.9%，为2021年5月以来的最高水平，工资增长预计将放缓至4.9%。投资者还预计财政部长雷切尔·里夫斯（Rachel Reeves）将在11月底公布预算，因为有人猜测会增税。

The British pound traded around $1.318 as investors awaited key economic data that could influence the Bank of England’s policy path. Last Thursday, the BoE kept interest rates unchanged, but the vote was tight, with five policymakers for holding and four for cutting, leaving markets focused on December. Traders will watch Tuesday’s employment report and Thursday’s flash Q3 GDP for clues, with current pricing suggesting a 25-basis-point cut is more likely than not. The UK economy is expected to grow 0.2% in Q3, marking a third consecutive slowdown. Unemployment is forecast to rise to 4.9%, the highest since May 2021, and wage growth is seen easing to 4.9% year-on-year. Investors are also anticipating late November’s budget from Finance Minister Rachel Reeves amid speculation of tax hikes.