英国通胀居高不下——德国商业银行。任何认为9月份英国通胀数据大幅下降的人昨天都感到失望。德国商业银行外汇分析师Michael Pfister指出，不仅整体利率略高于预期（这仍然可以用家庭能源账单的一次性影响来解释），而且服务业通胀，以及核心利率也出人意料地上升。

UK inflation remains stubbornly high – Commerzbank.Anyone who thought that the significant downward surprise in September's UK inflation figures would be repeated seamlessly in October was disappointed yesterday. Not only was the headline rate slightly higher than expected (which can still be explained by the one-off effects of household energy bills), but services inflation, and hence the core rate, also surprised on the upside, Commerzbank's FX analyst Michael Pfister notes.

周四，富时100指数在小幅上涨和下跌之间波动，反映了由于俄罗斯和乌克兰之间持续的地缘政治紧张局势，全球市场的谨慎情绪。投资者还消化了英伟达第三季度强劲的业绩，但收入增长预测令人失望。在个股中，京东体育时尚下跌超过13%，成为该指数表现最差的股票，此前该公司警告称，由于10月份“波动”的交易环境，全年利润可能会达到其预测范围的下限。沃达丰和国家电网的股价也下跌了约2%，因为它们的股票除息交易。从好的方面来看，安全技术集团Halma在创纪录的半年业绩后，以近10%的涨幅领涨。

The FTSE 100 swung between small gains and losses on Thursday, tracking a cautious sentiment across global markets due to ongoing geopolitical tensions between Russia and Ukraine. Investors also digested Nvidia's strong third-quarter results, tempered by disappointing revenue growth forecasts. Among individual stocks, JD Sports Fashion tumbled over 13%, ranking as the index's worst performer after warning that full-year profits would likely hit the lower end of its forecast range due to a "volatile" trading environment in October. Vodafone and National Grid also declined around 2% as their shares traded ex-dividend. On the upside, safety technology conglomerate Halma led the gainers with a nearly 10% jump following record half-year results.

2024年10月，英国公共部门净借款（不包括公共部门银行）从9月份向下修正的161.3亿英镑增加到173.5亿英镑，远高于123亿英镑的预测。自1993年1月开始有月度记录以来，10月份的借款额是第二高的。当前预算赤字为127亿英镑，是指为公共部门日常活动提供资金的借款，也是借款的一部分。应付债务利息为91亿英镑。中央政府的收入为812亿英镑，其中税收收入增加到613亿英镑，包括公司税、所得税和增值税。强制性社会缴款降至138亿英镑，主要是因为2024年初国家保险的主要费率降低。中央政府的总支出为885亿英镑。截至10月的财政年度借款为966亿英镑，是自1993年开始有月度记录以来截至10月借款的第三高财政年度。

Public sector net borrowing excluding public sector banks in the UK increased to £17.35 billion in October 2024 from a downwardly revised £16.13 billion in September and much higher than forecasts of £12.3 billion. Borrowing was the 2nd highest for an October month since monthly records began in January 1993. Current budget deficit which refers to borrowing to fund day-to-day public sector activities, and is part of borrowing, was £12.7 billion. Debt interest payable was £9.1 billion. Central government’s receipts were £81.2 billion, of which tax receipts increased to £61.3 billion, including Corporation Tax, Income Tax and VAT. Compulsory social contributions decreased to £13.8 billion, largely because of the reductions in the main rates of National Insurance in early 2024. Central government’s total expenditure was £88.5 billion. Borrowing in the financial year to October was £96.6 billion, the 3rd highest financial year-to-October borrowing since monthly records began in 1993.

尽管英国央行的鸽派押注有所缓和，英镑仍下跌。尽管交易员怀疑英格兰银行（BoE）是否会在12月的会议上再次降息，但英镑（GBP）周四兑大多数同行走软。周三英国10月消费者价格指数（CPI）数据公布后，市场对英国央行下个月降息的猜测有所减少，因为价格压力比预期更快地加剧。

Pound Sterling declines even though BoE dovish bets ease.The Pound Sterling (GBP) weakens against most of its peers on Thursday even though traders doubt whether the Bank of England (BoE) will cut interest rates again in the December meeting. Market speculation for BoE rate cuts next month diminished after the release of the United Kingdom (UK) Consumer Price Index (CPI) data for October on Wednesday showed that price pressures accelerated faster than expected.