英镑/美元 (GBPUSD) 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.

截至7月24日，房地美支持的30年期固定抵押贷款的平均利率比上周微跌1个基点，至6.74%，保持在三周前4月以来的最低水平6.67%以上。房地美首席经济学家Sam Khater表示：“本周，30年期固定利率抵押贷款基本持平，为6.74%。总体而言，房地产市场的背景是积极的，因为经济继续表现良好，就业和收入增长稳健。”。

The average rate on a 30-year fixed mortgage backed by Freddie Mac fell by a marginal 1 bps from the previous week to 6.74% as of July 24th, holding above its lowest since April of 6.67% seen three weeks ago. “This week, the 30-year fixed-rate mortgage essentially remained flat at 6.74%. Overall, the backdrop for the housing market is positive as the economy continues to perform well with solid employment and income growth,” said Sam Khater, Freddie Mac’s chief economist.

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%).

美元预测：DXY反弹，因贸易谈判和央行信号支持涨势。美元指数在连续四天下跌后反弹，贸易谈判和央行信号提振了市场情绪。关键阻力位和支撑位现在备受关注。

US Dollar Forecast: DXY Rebounds as Trade Talks and Central Bank Signals Support Gains.US Dollar Index rebounds after four-day slide as trade talks and central bank signals boost sentiment. Key resistance and support levels now in focus.