英国富时250指数 (FTSE250) 加自选

英国10年期国债收益率升至4.6%以上，达到4月15日以来的最高水平，因为在美国和中国之间90天关税削减的消息传出后，对全球经济前景的担忧有所缓解。该协议是上个月爆发的贸易战的重大缓和，美国对中国商品的关税将从145%降至30%，而中国将把对美国进口商品的关税从125%降至10%。随着英国上周与美国和印度敲定贸易协议，并为即将到来的与欧盟的谈判做准备，贸易乐观情绪进一步增强。在其他地缘政治发展方面，乌克兰总统泽连斯基表示愿意在周四会见俄罗斯总统普京，而印度和巴基斯坦之间脆弱的停火仍在继续。在货币政策方面，英格兰银行以微弱优势投票决定将银行利率下调25个基点至4.25%，大多数人认为通货紧缩仍在继续，尽管通胀风险被认为是平衡的。

The UK 10-year gilt yield rose above 4.6%, reaching its highest level since April 15, as easing concerns over the global economic outlook followed news of a 90-day tariff reduction between the US and China. The deal, a significant de-escalation of the trade war that erupted last month, will see US tariffs on Chinese goods drop from 145% to 30%, while China will reduce tariffs on US imports from 125% to 10%. Trade optimism was further bolstered as the UK finalized trade deals with the US and India last week and prepares for upcoming negotiations with the EU. In other geopolitical developments, Ukrainian President Zelenskiy expressed willingness to meet Russian President Putin on Thursday, while a fragile ceasefire continued between India and Pakistan. On the monetary policy front, the Bank of England narrowly voted to cut the Bank Rate by 25 bps to 4.25%, with the majority citing continued progress in disinflation, though inflation risks were noted as balanced.