美联储是否即将犯下另一个政策错误？。自NFP报告低于预期以来，美联储成员开始排队等待9月份的降息。总体而言，仅从反应来看，数据并不像人们想象的那么糟糕，但鉴于我们为一份强劲的报告做好了准备，而且在美联储做出决定后，定价变得更加鹰派，疲软的数据足以引发快速重新定价。

Is the Fed about to make another policy mistake?.Since the softer than expected NFP report, Fed members started to line up for a September cut. Overall, the data wasn't as bad as one might think by just looking at the reaction but given that we were positioned for a strong report and the pricing got more hawkish after the Fed's decision, the weaker data was enough to trigger a quick repricing.

PMI小姐后，美元感受到压力！。美元走低，服务业采购经理人指数大幅下跌，导致价格下跌。另一方面，随着3400美元的水平即将到来，黄金有望再次上涨。

Dollar Feels the Pressure After PMI Miss!.The dollar moved lower as a heavy miss in the Services PMI saw price action fall. On the flip side, gold looks for another spring higher as the $3400 level is in sight.

英镑在英国央行会议前上涨，“渐进和谨慎”的指导受到审查。周四，英镑兑疲软的美元汇率上涨，市场关注英格兰银行是否会在当天晚些时候举行的会议上就政策宽松的步伐保持“渐进和谨慎”的措辞。

Sterling rises before BoE meet, 'gradual and careful' guidance under scrutiny.Sterling rose against a weakening dollar on Thursday with the markets watching whether the Bank of England will maintain its “gradual and careful” language on the pace of policy easing at its meeting due later in the day.

First Light News：关税已站稳脚跟；英国央行准备降息。英国央行（BoE）将于格林尼治标准时间上午11:00成为焦点。我相信你也知道，预计央行将把银行利率下调25个基点。

First Light News: Tariffs Take Hold; BoE Poised to Cut Rates.The Bank of England (BoE) takes centre stage today at 11:00 am GMT. As I am sure you are aware, the central bank is forecast to reduce the bank rate by 25 basis points (bps).