受银行拖累，富时100指数周五跌至9200以下，连续第四个交易日继续下跌。在一家有影响力的智库提议对银行征收暴利税后，国民西敏寺银行（-5.1%）、劳埃德银行（-3.1%）和巴克莱银行（-2.2%）的股价大幅下跌，这与撒切尔时代的政策相呼应。在秋季预算编制之前，公共政策研究所（IPPR）提议对商业银行征税，以获取其从量化宽松中获得的部分利润，理由是该政策的“意外后果”。与趋势相反，保诚和能多洁分别上涨约2.5%。与此同时，在最新经济数据继续反映美国经济中顽固的通胀压力，给美联储的利率前景蒙上阴影后，全球情绪仍然谨慎。英国指数本周收盘下跌1.3%，但8月份仍上涨0.7%。

The FTSE 100 fell to below 9,200 on Friday, extending losses for the fourth consecutive session, weighed down by banks. Shares in NatWest (-5.1%), Lloyds (-3.1%), and Barclays (-2.2%) dropped sharply after an influential think-tank proposed a windfall tax on banks, echoing a policy from the Thatcher era. In the run-up to the autumn budget, the Institute for Public Policy Research (IPPR) has proposed a tax on commercial banks to capture a portion of the profits they gained from quantitative easing, citing the policy’s "unintended consequences". Bucking the trend, Prudential, Rentokil Initial saw gains of around 2.5% each. Meanwhile, global sentiment remained cautious after the latest economic data continued to reflect stubborn inflationary pressures in the US economy, clouding the Fed's rate outlook. The UK index closed the week 1.3% lower, yet still up 0.7% for the month of August.

由于财政担忧，英镑跌至1.3455美元，此前公共政策研究所敦促对从英格兰银行准备金中获利的银行征收暴利税。分析师警告称，财政政策可能会进一步拖累英镑，英国财政大臣雷切尔·里夫斯预计将再次增税。尽管如此，在英国强劲数据和英国央行早期降息预期降低的支持下，英镑兑美元的月度涨幅将达到2%。市场现在认为，在2025年底之前放松的可能性不到50%，第一步可能是在2026年春季。最近的调查显示，在通货膨胀加剧后，服务业是一年来最强劲的商业活动。

The British pound slipped to $1.3455 on fiscal worries after the Institute for Public Policy Research urged a windfall tax on banks profiting from reserves at the Bank of England. Analysts warn fiscal policy could weigh further on sterling, with Chancellor Rachel Reeves expected to raise taxes again. Still, the pound is set for a 2% monthly gain versus the dollar, supported by strong UK data and reduced expectations of early BoE rate cuts. Markets now see under a 50% chance of easing before end-2025, with the first move likely in spring 2026. Recent surveys showed the strongest business activity in a year, led by services, following hotter inflation.

受银行拖累，富时100指数周五跌至9200点，连续第四个交易日下跌。在一家有影响力的智库提议对银行征收暴利税后，国民西敏银行、劳埃德银行和巴克莱银行的股价大幅下跌，这与撒切尔时代的政策相呼应。在秋季预算编制之前，公共政策研究所（IPPR）提议对商业银行征税，以获取其从量化宽松中获得的部分利润，理由是该政策的“意外后果”。与此同时，在最新的美国个人消费支出通胀数据公布之前，全球情绪仍然谨慎，这可能会揭示美联储的下一步行动。该指数本周似乎将下跌1.3%，但8月份仍上涨0.7%。

The FTSE 100 fell toward 9,200 on Friday, heading for a fourth consecutive session of losses, weighed down by banks. Shares in NatWest, Lloyds, and Barclays dropped sharply after an influential think-tank proposed a windfall tax on banks, echoing a policy from the Thatcher era. In the run-up to the autumn budget, the Institute for Public Policy Research (IPPR) has proposed a tax on commercial banks to capture a portion of the profits they gained from quantitative easing, citing the policy’s "unintended consequences". At the same time, global sentiment remained cautious ahead of the latest US PCE inflation numbers that could shed light on the Fed's next moves. The index appeared set to finish the week down 1.3%, yet still up 0.7% for the month of August.

智囊团表示，英国应该对银行持有的英国央行外汇储备征税。一个智囊团周五建议，英国政府应该对银行从英格兰银行获得的数十亿英镑利息征税，这些利息是银行在央行持有的准备金。

UK should tax banks on reserves held at BoE, think tank says.Britain's government should tax banks on the billions of pounds they receive in interest from the Bank of England on the reserves they hold at the central bank, a think tank recommended on Friday.