英国富时100 (FTSE100) 加自选

英镑：艰难的一周变得更艰难——ING。ING外汇分析师Francesco Pesole指出，本周对英镑的国内驱动因素来说是相当不利的一周。

GBP: A rough week gets rougher – ING.The week has been a rather negative one for the pound's domestic drivers, ING's FX analyst Francesco Pesole notes.

英国10年期国债收益率微升至4.5%，仍接近6月12日触及的一个月低点4.476%，因为中东紧张局势升级，投资者在对更广泛冲突的担忧日益加剧的情况下转向避险资产。以色列在一夜之间袭击了伊朗的核设施和关键人员，称此举是应对生存威胁的必要之举。作为回应，伊朗发射了数百架无人机，并暗示可能进行进一步报复。在经济方面，英国4月份国内生产总值收缩了0.3%，降幅高于预期的0.1%，部分原因是引入新关税后对美国的出口急剧下降。从周二的就业数据中可以看出，经济压力越来越大和劳动力需求疲软的迹象，加剧了人们对英格兰银行可能实施比先前预测更大幅度降息的预期。

The UK 10-year gilt yield edged up to 4.5%, remaining close to the one-month low of 4.476% reached on June 12, as escalating Middle East tensions pushed investors toward safe-haven assets amid growing fears of a broader conflict. Israel struck Iran’s nuclear sites and key personnel overnight, describing the action as necessary to counter an existential threat. In response, Iran launched hundreds of drones and signaled the possibility of further retaliation. On the economic front, UK GDP contracted by 0.3% in April—sharper than the expected 0.1% decline—driven in part by a steep drop in exports to the US following the introduction of new tariffs. Signs of mounting economic pressure and weakening labor demand, as seen in Tuesday’s jobs data, have fueled expectations that the Bank of England may implement deeper rate cuts than previously forecast.

英镑在触及1.363美元的三年高点后跌至1.35美元，因为中东紧张局势升级，投资者因担心更广泛的冲突而转向避险资产。一夜之间，以色列袭击了伊朗的核设施和关键人员，称这是应对生存威胁所必需的行动。伊朗以数百架无人机作为回应，并警告称将进行进一步报复。与此同时，数据显示，英国4月份国内生产总值环比下降0.3%，降幅低于预期的0.1%，部分原因是新关税后对美国的出口大幅下降。周二的就业数据突显了经济紧张和劳动力需求疲软的迹象，这增加了市场对英格兰银行将比预期更激进地降息的预期。与此同时，由于美国再次发出关税威胁，且有迹象表明美国通胀有所缓解，英镑继续受益于美元的普遍疲软。

The British pound eased toward $1.35 after hitting a three-year high of $1.363, as escalating Middle East tensions drove investors toward safe-haven assets amid fears of a wider conflict. Overnight, Israel struck Iran’s nuclear sites and key personnel, calling the operation necessary to counter an existential threat. Iran responded with hundreds of drones and warned of further retaliation. Meanwhile, data showed UK GDP fell 0.3% month-over-month in April—worse than the expected 0.1% decline—partly due to a sharp drop in exports to the US following new tariffs. Signs of economic strain and softer labor demand, highlighted by Tuesday’s employment data, have increased market expectations that the Bank of England will cut interest rates more aggressively than anticipated. At the same time, the pound continues to benefit from broad dollar weakness amid renewed US tariff threats and signs of easing inflation in the US.

英国消费者通胀预期从之前的3.4%降至3.2%。英国消费者通胀预期从之前的3.4%降至3.2%

United Kingdom Consumer Inflation Expectations fell from previous 3.4% to 3.2%.United Kingdom Consumer Inflation Expectations fell from previous 3.4% to 3.2%