英镑/美元 (GBPUSD) 加自选

美元：美元保持上涨–ING。DXY美元指数保持上涨，不难看出原因。ING的Chris Turner指出，随着市场不再为12月美联储降息定价，美国利率正在小幅上调。

USD: Dollar holds gains – ING.The DXY dollar index is holding gains and it is not hard to see why. US rates are being repriced modestly higher as the market shifts away from pricing a December Fed rate cut, ING's Chris Turner notes.

2024年10月，英国公共部门净借款（不包括公共部门银行）从9月份向下修正的161.3亿英镑增加到173.5亿英镑，远高于123亿英镑的预测。自1993年1月开始有月度记录以来，10月份的借款额是第二高的。当前预算赤字为127亿英镑，是指为公共部门日常活动提供资金的借款，也是借款的一部分。应付债务利息为91亿英镑。中央政府的收入为812亿英镑，其中税收收入增加到613亿英镑，包括公司税、所得税和增值税。强制性社会缴款降至138亿英镑，主要是因为2024年初国家保险的主要费率降低。中央政府的总支出为885亿英镑。截至10月的财政年度借款为966亿英镑，是自1993年开始有月度记录以来截至10月借款的第三高财政年度。

Public sector net borrowing excluding public sector banks in the UK increased to £17.35 billion in October 2024 from a downwardly revised £16.13 billion in September and much higher than forecasts of £12.3 billion. Borrowing was the 2nd highest for an October month since monthly records began in January 1993. Current budget deficit which refers to borrowing to fund day-to-day public sector activities, and is part of borrowing, was £12.7 billion. Debt interest payable was £9.1 billion. Central government’s receipts were £81.2 billion, of which tax receipts increased to £61.3 billion, including Corporation Tax, Income Tax and VAT. Compulsory social contributions decreased to £13.8 billion, largely because of the reductions in the main rates of National Insurance in early 2024. Central government’s total expenditure was £88.5 billion. Borrowing in the financial year to October was £96.6 billion, the 3rd highest financial year-to-October borrowing since monthly records began in 1993.

尽管英国央行的鸽派押注有所缓和，英镑仍下跌。尽管交易员怀疑英格兰银行（BoE）是否会在12月的会议上再次降息，但英镑（GBP）周四兑大多数同行走软。周三英国10月消费者价格指数（CPI）数据公布后，市场对英国央行下个月降息的猜测有所减少，因为价格压力比预期更快地加剧。

Pound Sterling declines even though BoE dovish bets ease.The Pound Sterling (GBP) weakens against most of its peers on Thursday even though traders doubt whether the Bank of England (BoE) will cut interest rates again in the December meeting. Market speculation for BoE rate cuts next month diminished after the release of the United Kingdom (UK) Consumer Price Index (CPI) data for October on Wednesday showed that price pressures accelerated faster than expected.

周四，比特币突破97000美元，创下新高，并逐渐接近关键的10万美元大关，因为唐纳德·特朗普即将重返白宫，引发了人们对更有利的美国监管环境的乐观情绪。在整个竞选过程中，特朗普一直表示强烈支持加密货币，承诺使美国成为“地球上的加密货币之都”，并积累全国性的比特币储备。在选举之后，总部位于美国的比特币ETF吸引了超过40亿美元的资金流入。与此同时，Galaxy Digital Holdings首席执行官Mike Novogratz在X上强调，各国越来越多地大量购买比特币，这表明比特币在全球范围内的采用发生了显著转变。

Bitcoin broke above $97,000 on Thursday, hitting fresh record highs and inching closer to the key $100,000 mark as Donald Trump's imminent return to the White House raised optimism about a more favorable US regulatory environment. Throughout his campaign, Trump has expressed strong support for cryptocurrencies, pledging to make the US the “crypto capital of the planet” and to accumulate a national stockpile of Bitcoin. In the wake of the election, US-based Bitcoin ETFs have attracted over $4 billion in inflows. Meanwhile, Galaxy Digital Holdings CEO Mike Novogratz highlighted on X that countries are increasingly purchasing Bitcoin in large volumes, signaling a notable shift toward global adoption of the digital currency.