英国央行行长曼恩：通胀疤痕仍对消费造成压力，证明政策克制的时间更长。英国央行政策制定者凯瑟琳·曼在今天的一次演讲中警告称，尽管有消费疲软的迹象，但货币政策必须保持限制性，认为高通胀已经给英国消费者留下了创伤，并继续抑制支出。

BoE's Mann: Inflation scarring still weighing on consumption, justifies policy restraint for longer.BoE policymaker Catherine Mann cautioned in a speech today that monetary policy must remain restrictive despite signs of weak consumption, arguing that high inflation has scarred UK consumers and continues to suppress spending.

英格兰银行的曼恩说，我们还没有达到通胀预期。英国央行利率制定者凯瑟琳·曼周四表示，英国的通胀预期仍然过高，利率应继续抑制物价压力。

Bank of England's Mann says 'we're not there yet' on inflation expectations.Bank of England interest rate-setter Catherine Mann said on Thursday that inflation expectations in Britain remain too high and interest rates should continue to bear down on price pressures.

英镑/日元价格预测：英镑反弹停滞在205.00以下。英镑/日元价格预测：英镑反弹停滞在205.00以下

GBP/JPY Price Forecast: Pound's rally stalls below 205.00.GBP/JPY Price Forecast: Pound's rally stalls below 205.00

周四，富时100指数下跌近0.5%，从历史高点回落，表现不如其他欧洲市场，因为银行和房地产股打压了市场情绪。汇丰银行宣布计划将其在香港上市的子公司恒生银行私有化后，股价下跌6%。此举被视为向亚洲的长期战略转向，引起了投资者对高溢价、压力商业房地产敞口以及暂停股票回购三个季度的担忧。劳埃德银行也下跌了3%，此前该行警告称，与虚报汽车融资有关的额外“重大”准备金。RICS的一项调查显示，房地产经纪人两年来首次对销售持悲观态度，此后房屋建筑商普遍走弱。Taylor Wimpey下跌5%，Barratt Redrow下跌超过4%，而柿子、伯克利和维斯特里也下跌。除息交易进一步打压了Taylor Wimpey和Barratt Redrow的股价。

The FTSE 100 fell nearly 0.5% on Thursday, retreating from record highs and underperforming other European markets as banking and housing stocks weighed on sentiment. HSBC dropped 6% after announcing plans to take its Hong Kong-listed subsidiary Hang Seng Bank private. The move, seen as a long-term strategic pivot toward Asia, drew investor concern over the high premium paid, exposure to stressed commercial real estate, and the suspension of share buybacks for three quarters. Lloyds also slipped 3% after warning of additional “material” provisions related to missold motor finance. Housebuilders were broadly weaker following a RICS survey showing estate agents turning pessimistic on sales for the first time in two years. Taylor Wimpey fell 5%, Barratt Redrow dropped over 4%, while Persimmon, Berkeley, and Vistry also declined. Ex-dividend trading further pressured Taylor Wimpey and Barratt Redrow shares.