英国央行在通缩意外后有望在5月降息——丹麦银行。丹斯克银行外汇分析师报告称，复活节前，欧元/英镑因3月份疲软的通胀数据而上涨，但自那以后，欧洲央行的鸽派政策仅部分逆转。

BoE on track for May cut after disinflation surprise – Danske Bank.Prior to Easter, EUR/GBP rose on the soft inflation data for March only partly reversed since then on a dovish ECB, Danske Bank's FX analysts report.

英国央行的格林：定价部分反映了全球因素。英国央行（BoE）政策制定者梅根·格林周二表示，“定价在一定程度上反映了全球因素。”

BoE's Greene: Pricing partly reflects global factors.Bank of England (BoE) policymaker Megan Greene said on Tuesday that “pricing partly reflects global factors.”

英镑攀升至1.33美元以上，为七个月来的最高水平，主要原因是尽管英国通胀数据疲软，但美元走弱。总体CPI同比放缓至2.6%，服务业通胀降至4.7%，减轻了英格兰银行的压力。这促使交易员略微提高了对降息的押注，目前预计到年底将降息86个基点，12月第四次降息的可能性越来越大。数据显示，随着全球贸易紧张局势和家庭成本对经济增长造成压力，英国央行可能有更多空间来支持经济。与此同时，美元指数跌至三年低点，受市场对美联储独立性的担忧和潜在全球贸易战的经济风险的影响。

The British pound climbed above $1.33, its highest level in seven months, mainly driven by a weaker US dollar despite softer UK inflation data. Headline CPI slowed to 2.6% year-on-year, and services inflation eased to 4.7%, reducing pressure on the Bank of England. This prompted traders to slightly raise bets on rate cuts, now pricing in 86 basis points of easing by year-end, with growing odds of a fourth cut in December. The data suggests the BoE may have more room to support the economy as global trade tensions and household costs weigh on growth. Meanwhile, the US dollar index dropped to a three-year low, hurt by market worries over the Fed’s independence and the economic risks from a potential global trade war.

周二，富时100指数小幅上涨，表现优于其他欧洲市场，这得益于塞恩斯伯里、乐购、玛莎百货、联合利华和利洁时等主要消费品和食品零售商的强劲上涨。在企业新闻中，DCC宣布以10.5亿英镑出售其医疗保健部门，阿斯利康报告了其乳腺癌症治疗Enhertu的积极结果。ITM Power也将其收入预测上调至超出预期的水平。然而，由于担心全球贸易战，市场情绪仍然谨慎，因为中国威胁要对支持美国孤立中国的国家进行报复。此前，特朗普总统加大了对美联储主席杰罗姆·鲍威尔的压力，华尔街出现抛售。

The FTSE 100 edged higher on Tuesday, outperforming other European markets, driven by strong gains in consumer staples and food retailers like Sainsbury’s, Tesco, M&S, Unilever, and Reckitt Benckiser. In corporate news, DCC announced the £1.05 billion sale of its healthcare unit, and AstraZeneca reported positive results for its breast cancer treatment Enhertu. ITM Power also lifted its revenue forecast above expectations. However, market sentiment remains cautious amid fears of a global trade war, as China threatened retaliation against countries siding with US efforts to isolate it. This follows a Wall Street sell-off after President Trump ramped up pressure on Fed Chair Jerome Powell.