英镑/日元价格预测：从196.50以上的四个月高点回落。周三欧洲交易时段，英镑/日元从当天早些时候公布的四个月高点196.40修正至194.45附近。日本央行副行长内田慎一表示，尽管美国总统唐纳德·特朗普宣布关税后全球经济存在不确定性，但进一步加息的希望仍然存在，随后日元全面走强，交叉盘大幅回撤。

GBP/JPY Price Forecast: Retraces from four-month high above 196.50.The GBP/JPY pair corrects to near 194.45 during European trading hours on Wednesday from its four-month high of 196.40 posted earlier in the day. The cross retraces sharply as the Japanese Yen (JPY) strengthens across the board after comments from Bank of Japan (BoJ) Deputy Governor Shinichi Uchida indicated that hopes of further interest rate hikes are still alive despite global economic uncertainty in the wake of tariffs announced by United States (US) President Donald Trump.

富时100指数周三持平，因公司业绩喜忧参半，抑制了投资者情绪。最大的拖累来自帝国品牌，该公司在报告上半年利润低于预期并宣布首席执行官离职后暴跌超过7%。此外，葛兰素史克在宣布以20亿美元收购一种肝病药物后上涨了0.5%以上，显示出战略扩张的意愿。从好的方面来看，博柏利股价飙升近10%，此前有迹象表明销售额趋于稳定，并承诺保持盈利预测不变，这与更广泛的奢侈品行业担忧背道而驰。该公司公布了一系列组织变革，作为其重振陷入困境的奢侈品牌的持续努力的一部分。在住房方面，Vistry重申了其前景，保持了稳定，而Persimmon的宽带单元出售表明了进一步的精简。

The FTSE 100 traded flat on Wednesday as mixed corporate results kept investor sentiment in check. The biggest drag came from Imperial Brands, which plunged over 7% after reporting a weaker-than-expected first-half profit and announcing its CEO’s departure. Also, GSK rose more than 0.5% after announcing a $2 billion deal to acquire a liver disease drug, showing appetite for strategic expansion. On the upside, Burberry shares surged nearly 10% after signs of stabilization in sales and a commitment to unchanged earnings forecasts, defying broader luxury sector concerns. The company unveiled a series of organizational changes as part of its ongoing efforts to revive the struggling luxury brand. In housing, Vistry held steady by reaffirming its outlook, while Persimmon’s broadband unit sale suggests further streamlining.

Breeden表示，英格兰银行将就金边债券回购改革寻求反馈。英国央行副行长Sarah Breeden周三表示，英格兰银行将开始与金融服务业的参与者讨论可能的改革，以确保金边回购市场具有弹性。

Bank of England to seek feedback on gilt repo reforms, Breeden says.The Bank of England will start talking to players in the financial services industry about possible reforms to make sure the gilt repo market is resilient, BoE Deputy Governor Sarah Breeden said on Wednesday.

英国央行鹰派曼恩：劳动力市场有弹性，企业尚未失去定价权。英国央行货币政策委员会委员凯瑟琳·曼在接受CNBC采访时解释了她引人注目的政策转变，揭示了她为什么从2月份支持降息50个基点转向在上周的会议上投票支持维持。

BoE hawk Mann: Labor market resilient, and firms yet to lose pricing power.BoE MPC member Catherine Mann explained her notable policy shift during an interview with CNBC, revealing why she moved from backing a 50bps rate cut in February to voting for a hold at last week's meeting.