受国防和黄金矿业股强劲上涨以及指数构成转变的推动，富时100指数周五连续第六天上涨，接近历史高点。BAE系统公司的市场规模已超过英国石油公司，而弗雷斯尼洛的表现优于力拓。Fresnillo是本周表现最好的，上涨了16%，其次是国防承包商Babcock International，上涨了13%。在宏观方面，美国就业数据超出预期，5月份增加了139000个工作岗位，尽管4月份的数据被下调。在英国，哈利法克斯报告称，5月份房价下跌0.4%，但指出市场总体保持稳定，年增长率为2.5%，这得益于更好的抵押贷款利率和稳定的工资增长。展望未来，市场将关注英国GDP和就业数据，以及6月11日的政府支出审查。

The FTSE 100 rose for a sixth straight day Friday, edging closer to a record high, driven by strong gains in defence and gold mining stocks and a shift in index composition. BAE Systems has overtaken BP in market size, while Fresnillo is outperforming Rio Tinto. Fresnillo is the top performer this week, up 16%, followed by defence contractor Babcock International with a 13% gain. On the macro front, US job data beat expectations with 139,000 jobs added in May, though April’s figure was revised lower. In the UK, Halifax reported a 0.4% drop in house prices in May, but noted the market remains broadly stable, with annual growth at 2.5%, supported by better mortgage rates and steady wage growth. Looking ahead, markets will focus on UK GDP and employment data, as well as the government’s spending review on June 11.

英国10年期国债收益率升至4.65%，受美国国债收益率上升的影响，此前美国就业和工资增长强于预期，导致交易员减少了对美联储今年降息的押注。在全球挑战中，英国经济在很大程度上保持弹性，数据显示服务业增长强于预期。由于最近的一项贸易协议，英国还避免了美国对钢铁和铝征收新的关税。然而，对发达市场债务水平上升的担忧依然存在。最近的一次金边拍卖显示了强劲的需求，但财政部长雷切尔·里夫斯即将出台的支出计划将受到密切关注，该计划概述了到2029年的预算，并侧重于基础设施投资和税收变化。利率期货显示，英格兰银行可能会在下次会议上保持利率不变。

The UK 10-year gilt yield rose to 4.65%, influenced by a rise in US Treasury yields after stronger-than-expected US job and wage growth led traders to reduce bets on Federal Reserve rate cuts this year. The UK economy remains largely resilient amid global challenges, supported by data showing stronger-than-expected growth in the services sector. Britain also avoided new US tariffs on steel and aluminum thanks to a recent trade deal. However, concerns persist about rising debt levels in developed markets. A recent gilt auction showed strong demand, but upcoming spending plans from Finance Minister Rachel Reeves, outlining budgets through 2029 and focusing on infrastructure investment and tax changes, will be closely watched. Interest rate futures suggest the Bank of England will likely keep rates unchanged at its next meeting.

英镑/日元价格预测：上涨至195.00以上后，看涨势头增强。周五，日元（JPY）兑英镑（GBP）继续走弱，在撰写本文时，英镑/日元对微升至195.20附近。 

GBP/JPY Price Forecast: Bullish momentum builds after rising above 195.00.The Japanese Yen (JPY) continues to weaken against the British Pound (GBP) on Friday, with the GBP/JPY pair edging up to near 195.20 at the time of writing. 

英镑从周四的多年高点小幅下跌——丰业银行。丰业银行首席外汇策略师Shaun Osborne指出，英镑兑美元也下跌0.2%，较周四创下的多年新高小幅回落。

GBP down modestly from Thursday's multi-year high – Scotiabank.Pound Sterling (GBP) is also down 0.2% vs. the US Dollar (USD) with a modest pullback from Thursday's fresh multi-year high, Scotiabank's Chief FX Strategist Shaun Osborne notes.