周三，富时100指数保持上涨，主要原因是英国通胀意外降至2.8%后英镑走弱，提振了伦敦的海外收入者。然而，财政大臣雷切尔·里夫斯的春季声明几乎没有给投资者带来新的乐观情绪。许多重大公告，如福利和英国国家医疗服务体系的变化，已经众所周知，对市场的影响很小。最令人失望的是OBR修订后的英国增长预测，该预测将2024年的增长率从2%降至仅1%。这抑制了市场情绪，尤其是在住房领域，主要住宅建筑商的股价在复苏前转为负值。政府还承认，将达不到150万套住房的目标，将预期调整为130万套。投资者希望在规划改革方面采取更大胆的行动来刺激增长。与此同时，在里夫斯承诺增加支出后，英国宇航系统公司等国防类股反弹，而壳牌在战略更新后继续上涨。

The FTSE 100 held onto gains on Wednesday, driven primarily by a weaker pound after UK inflation unexpectedly fell to 2.8%, boosting London’s overseas earners. However, Chancellor Rachel Reeves’ Spring Statement provided little fresh optimism for investors. Many of the major announcements, such as welfare and NHS changes, were already well known and had minimal market impact. The biggest disappointment came from the OBR’s revised UK growth forecast, which was cut from 2% to just 1% for 2024. This dampened sentiment, particularly in the housing sector, where shares of major homebuilders turned negative before recovering. The government also admitted it would fall short of its 1.5 million homes target, revising expectations to 1.3 million. Investors were hoping for bolder action on planning reform to stimulate growth. Meanwhile, defence stocks like BAE Systems rebounded after Reeves pledged to increase spending, while Shell extended gains following its strategic update.