随着食品通胀降温，英国商店价格自3月以来首次下跌。据英国零售商协会（BRC）称，英国零售商自3月以来首次在10月份降价，原因是食品成本出现了近五年来的最大跌幅。

UK shop prices fall for first time since March as food inflation cools.British retailers cut prices in October for the first time since March, led by the steepest fall in food costs in nearly five years, according to the British Retail Consortium (BRC).

英国BRC商店价格指数（年环比）从之前的1.4%降至10月份的1%。英国BRC商店价格指数（年环比）从之前的1.4%降至10月份的1%

United Kingdom BRC Shop Price Index (YoY) dipped from previous 1.4% to 1% in October.United Kingdom BRC Shop Price Index (YoY) dipped from previous 1.4% to 1% in October

富时100指数周一徘徊在9650左右的历史高点附近，但继续落后于其他主要欧洲指数，因为贵金属的大幅下跌给市场带来了压力。Fresnillo和Endeavour在该指数中表现最差，均下跌超过5%，金价跌至每盎司4000美元以下。公用事业股也因环境风险而承压，国家电网下跌0.2%，苏格兰和南方能源公司下跌1.3%。汇丰银行小幅下跌，此前该行拨备了11亿美元，用于支付与伯纳德·麦道夫庞氏骗局投资者损失相关的诉讼，这将影响其即将公布的第三季度业绩。相比之下，银行股表现优异，渣打银行上涨超过3%，而劳埃德银行、国民西敏银行和巴克莱银行上涨超过1.5%。摩根大通分析师表示，该行业基本面强劲，整合潜力巨大，并将国民西敏银行和巴克莱银行列为首选，并强调了劳埃德银行的重新评级前景，尽管秋季预算可能会增税。

The FTSE 100 hovered near a record high of around 9,650 on Monday but continued to lag other major European indices as a sharp drop in precious metals weighed on the market. Fresnillo and Endeavour were the worst performers on the index, each losing more than 5%, as gold prices slid below $4,000 an ounce. Utility stocks also came under pressure in a risk-on environment, with National Grid slipping 0.2% and SSE down 1.3%. HSBC edged lower after setting aside a $1.1 billion provision to cover litigation linked to investor losses from Bernard Madoff’s Ponzi scheme, which will affect its upcoming third-quarter results. In contrast, banking shares outperformed, with Standard Chartered rising over 3%, while Lloyds, NatWest, and Barclays gained more than 1.5%. JPMorgan analysts cited strong fundamentals and consolidation potential in the sector, naming NatWest and Barclays as top picks and highlighting Lloyds’ re-rating prospects despite possible tax increases in the autumn budget.

英镑/日元攀升，日元因财政刺激而走弱，日本央行的决定迫在眉睫。英镑/日元攀升，日元因财政刺激而走弱，日本央行的决定迫在眉睫

GBP/JPY climbs as Yen weakens on fiscal stimulus and BoJ decision looms.GBP/JPY climbs as Yen weakens on fiscal stimulus and BoJ decision looms