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.

周四，受英伟达喜忧参半的业绩和一波除息举措的压力，富时100指数下跌0.4%，至9220点。这家芯片巨头凭借人工智能的实力公布了上半年创纪录的销售额，但其核心数据中心业务（占收入的89%）表现平平。在股市方面，Aviva、Croda、LondonMetric、Auto Trader和Games Workshop股价下跌，因其股票除息。在富时250指数上，Drax股价暴跌超过8%，此前该公司披露英国金融监管机构已开始调查其生物质颗粒采购。与此同时，京东体育时尚、帝亚吉欧、能多洁和WPP领涨，得益于其在美国的强劲敞口，而矿商英美资源集团和力拓也上涨了1-3%。

The FTSE 100 fell 0.4% to 9,220 on Thursday, pressured by Nvidia’s mixed results and a wave of ex-dividend moves. The chip giant posted record H1 sales on AI strength, but its core data center business, 89% of revenue, underwhelmed. In equities, Aviva, Croda, LondonMetric, Auto Trader, and Games Workshop slipped as their shares went ex-dividend. On the FTSE 250, Drax plunged over 8% after disclosing that the UK financial regulator has begun investigating its biomass pellet sourcing. Meanwhile, JD Sports Fashion, Diageo, Rentokil and WPP led the gainers, boosted by their strong US exposure, while miners Anglo American and Rio Tinto also advanced 1–3%.

英镑/日元跌至198.50附近，日本赤泽取消对华盛顿的访问。周四欧洲交易时段，英镑/日元对跌至198.50附近。由于日元（JPY）表现优于大多数同行，该货币对面临抛售压力。

GBP/JPY slides to near 198.50, Japan's Akazawa cancels visit to Washington             .The GBP/JPY pair declines to near 198.50 during the European trading session on Thursday. The pair faces selling pressure as the Japanese Yen (JPY) outperforms a majority of its peers.