英镑/新加坡元 (GBPSGD) 加自选

英镑在2022年以来最糟糕的月度表现后企稳。周五，英镑兑美元汇率保持稳定，创下三年来最糟糕的月度表现，因为唐纳德·特朗普总统对数十个贸易伙伴征收新的关税后，美元出现反弹。

Sterling steadies after worst monthly performance since 2022.The pound held steady on Friday, having posted its worst monthly performance against the dollar in three years, as the U.S. currency rallied after President Donald Trump imposed new tariff rates on dozens of trade partners.

受全球关税担忧和制药股大幅下跌的压力，富时100指数周五下跌超过0.7%。在唐纳德·特朗普总统加大对制药商的压力，要求他们降低美国价格以达到国际水平后，阿斯利康和葛兰素史克分别下跌3.6%和1.8%。向17家主要制药公司发送了信函，敦促立即削减医疗补助的价格，并对未来的药物实行平价定价。对药品成本的重新关注增加了该行业的不确定性，预计很快将对制药公司征收额外税。天祥集团是该指数表现最差的公司，跌幅超过7%。从好的方面来看，Melrose在报告强劲的现金流后上涨了5.7%，Pearson上涨了4.7%，业绩超出预期。国际航空集团股价上涨1.7%，超过预期，分析师指出需求强劲，并预计盈利预期将上调。

The FTSE 100 fell over 0.7% on Friday, pressured by global tariff concerns and sharp losses in pharmaceutical stocks. AstraZeneca dropped 3.6% and GlaxoSmithKline fell 1.8% after President Donald Trump ramped up pressure on drugmakers, demanding they lower US prices to match international levels. Letters were sent to 17 major pharmaceutical firms urging immediate price cuts for Medicaid and pricing parity on future drugs. This renewed focus on drug costs added to uncertainty in the sector, with additional levies on pharma expected soon. Intertek was the index’s worst performer, down more than 7%. On the upside, Melrose gained 5.7% after reporting strong cash flow, and Pearson rose 4.7% on results that exceeded expectations. International Airlines Group climbed 1.7% after beating forecasts, with analysts noting solid demand and expecting upward revisions to earnings estimates.

在伦敦，富时100指数下跌了50点。跌幅由Intertek（-6.76%）、能多洁（-3.95%）和阿斯利康（-3.34%）推动。涨幅最大的是梅尔罗斯（6.48%）、培生集团（4.87%）和国际航空集团（1.97%）。

In London, the FTSE 100 Index is falling 50 points. Losses were driven by Intertek (-6.76%), Rentokil Initial (-3.95%) and AstraZeneca (-3.34%). Biggest rises came from Melrose (6.48%), Pearson (4.87%) and International Airlines Group (1.97%).

2025年7月，英国全国房价指数同比上涨2.4%，高于预期，6月份上涨2.1%。与上月相比，价格上涨0.6%，从6月份0.9%的跌幅反弹，超过了0.3%的预期涨幅。Nationwide首席经济学家Robert Gardner指出，尽管印花税假期结束后出现波动，但住房活动仍然具有弹性。6月，即使在利率较高的情况下，仍有64200份抵押贷款批准与疫情前的水平相匹配。在收入强劲增长、房价涨幅放缓和抵押贷款利率下降的支持下，可负担性有所提高。目前，普通住宅的价格是平均收入的5.75倍，低于2022年6.9倍的峰值，也是十多年来的最低水平。五年期固定抵押贷款利率已降至4.3%左右，远低于2023年底的高点。由于失业率低、实际工资上涨和家庭财务状况良好，购房者的条件是有利的。如果央行降息，住房活动可能会进一步加强。

The UK Nationwide House Price Index rose 2.4% year-on-year in July 2025, above expectations and June’s 2.1% rise. Compared to the previous month, prices increased 0.6%, rebounding from a 0.9% drop in June and exceeding forecasts of a 0.3% gain. Nationwide’s Chief Economist Robert Gardner noted that, despite volatility from the end of the stamp duty holiday, housing activity remains resilient. In June, 64,200 mortgage approvals matched pre-pandemic levels, even amid higher interest rates. Affordability has improved, supported by strong income growth, subdued house price gains, and falling mortgage rates. The typical home now costs 5.75 times average income, down from the 2022 peak of 6.9 and the lowest in over a decade. Five-year fixed mortgage rates have eased to around 4.3%, well below late 2023 highs. With low unemployment, rising real wages, and healthy household finances, conditions for buyers are favorable. If the central bank cuts rates, housing activity may strengthen further.