英国央行的贝利表示，逐步降息的观点不是对8月份的预测。英格兰银行行长安德鲁·贝利周四表示，英格兰银行对利率将逐步下调的预期并不是对其8月份下一个政策决定的预测。

BoE's Bailey says gradual rate cut view is not a prediction for August.The Bank of England's expectation that interest rates will move gradually downwards is not a prediction for its next policy decision in August, Governor Andrew Bailey said on Thursday.

英国10年期国债收益率徘徊在4.5%左右，投资者权衡地缘政治紧张局势加剧和央行最近的政策决定。以色列和伊朗之间的冲突升级，美国总统唐纳德·特朗普警告称，美国可能会支持以色列对德黑兰的空袭，而欧盟领导人预计将于周五与伊朗举行核谈判。与此同时，英格兰银行将利率稳定在4.25%，应对持续通胀、地缘政治风险以及与美国拟议关税相关的潜在贸易中断的复杂背景。这一决定并不是一致的：货币政策委员会的九名成员中有六名投票支持维持利率，而三名成员赞成降息25个基点，这与市场预期的7比2的分裂相反。在美国，美联储也保持利率不变。然而，美联储主席杰罗姆·鲍威尔表示，未来可能存在通胀压力，部分原因是特朗普政府提出的关税。

The UK 10-year gilt yield hovered around 4.5% as investors weighed rising geopolitical tensions and recent central bank policy decisions. The conflict between Israel and Iran escalated, with US President Donald Trump warning that the US could potentially support Israeli airstrikes on Tehran, while EU leaders are expected to hold nuclear talks with Iran on Friday. Meanwhile, the Bank of England held interest rates steady at 4.25%, navigating a complex backdrop of persistent inflation, geopolitical risks, and potential trade disruptions linked to proposed US tariffs. The decision was not unanimous: six of the nine Monetary Policy Committee members voted to maintain rates, while three favored a 25 basis point cut—contrary to market expectations of a 7–2 split. In the US, the Federal Reserve also left rates unchanged. However, Fed Chair Jerome Powell signaled potential inflationary pressures ahead, partly driven by tariffs proposed by the Trump administration.

在持续通胀、地缘政治紧张局势加剧以及美国拟议关税可能扰乱贸易的复杂背景下，英格兰银行保持利率不变，英镑徘徊在1.34美元左右。然而，这一决定并不是一致的：货币政策委员会的九名成员中有六名投票支持维持，而三名成员赞成降息25个基点，打破了市场对7比2的预期。该行警告称，“通胀存在双重风险”，并指出，在2026年回落至目标之前，价格增长在今年剩余时间内可能会保持大致稳定。与此同时，在持续的以色列-伊朗冲突和美联储决定保持利率稳定的避险资金支持下，美元上涨。美联储主席杰罗姆·鲍威尔也指出了未来潜在的通胀压力，部分原因是特朗普政府提出的新关税。

The British pound hovered around $1.34 after the Bank of England kept interest rates unchanged, amid a complex backdrop of persistent inflation, rising geopolitical tensions, and potential trade disruptions from proposed US tariffs. The decision, however, was not unanimous: six of the nine Monetary Policy Committee members voted to hold, while three favored a 25 basis point cut, defying market expectations of a 7–2 split. The Bank warned of “two-sided risks to inflation,” noting that price growth is likely to remain broadly stable through the rest of the year before easing back toward target in 2026. Meanwhile, the US dollar gained ground, supported by safe-haven flows amid the ongoing Israel-Iran conflict and the Federal Reserve’s decision to hold rates steady. Fed Chair Jerome Powell also flagged potential inflationary pressures ahead, partly stemming from new tariffs proposed by the Trump administration.

英国央行将基准利率维持在4.25%不变后，富时100指数从上午开始小幅下跌，周四徘徊在8820点附近。央行与其他主要货币当局一致承认，全球经济的不确定背景使其无法承诺采取政策路径，但比预期更多的降息投票表明，货币政策委员会成员可能比以前想象的更倾向于支持增长和劳动力市场稳定。由于基础金属和工业金属的疲软对其指导价造成压力，该指数中的权重矿商交易价格大幅下跌。反过来，巴克莱银行和国民西敏寺银行都下跌了，在表达了收购TSB的兴趣后，银行表现疲软。在富时250指数上，瀚纳仕在其指引中发布了非计划性降级后下跌，导致其股价跌至2008年低点。

The FTSE 100 held slight losses from the morning to hover near the 8,820 mark on Thursday after the Bank of England held its benchmark rate unchanged at 4.25%, as expected. The central bank was consistent with other major monetary authorities in acknowledging that the uncertain backdrop in the global economy prevents it from committing to a policy path, but more votes for a cut than expected suggested that MPC members may be more inclined in favoring growth and labor market stability than previously thought. Heavyweight miners in the index traded firmly lower as weakness in base and industrial metals pressured their guidance. In turn, Barclays and NatWest were both down, tracking softness for banks after they expressed their interest in acquiring TSB. On the FTSE 250, Hays sank after delivering an unscheduled downgrade in its guidance, driving its shares to fall to 2008 lows.