在伦敦，富时100指数周二下跌70点，跌幅0.75%。翠鸟集团（-4.05%）、英国联合食品公司（-3.98%）和康维德集团（-3.38%）领跌。涨幅最大的是本兹尔（5.29%）、弗雷斯尼洛（2.43%）和英国电信（1.43%）。

In London, the FTSE 100 Index decreased 70 points or 0.75 percent on Tuesday. Losses were driven by Kingfisher (-4.05%), Associated British Foods (-3.98%) and Convatec Group (-3.38%). Biggest rises came from Bunzl (5.29%), Fresnillo (2.43%) and BT (1.43%).

英国10年期国债收益率攀升至4.744%，接近5月以来的最高水平，因为市场在银行假日后重新开放，并跟随美国的走势走高。在美国，特朗普誓言因涉嫌不当行为而罢免美联储理事丽莎·库克，这动摇了债券市场的情绪，引发了人们对美联储独立性的担忧。在国内，英国央行政策制定者凯瑟琳·曼表示，货币政策“不够紧缩”，强调通胀持续存在，支持更长时间保持利率不变，但如果下行风险增加，她将支持更大幅度的降息。曼恩在5月和8月反对降息，他主张将基准利率保持在更高水平的时间更长。收益率的跃升在秋季预算之前给财政大臣雷切尔·里夫斯增加了压力，因为更高的借贷成本使其更难遵守财政规则，并增加了偿债负担。与此同时，英国30年期国债收益率再次升至1998年以来的最高点附近。

The UK 10-year gilt yield climbed to 4.744%, near its highest since May, as markets reopened after the bank holiday and tracked US moves higher. In the US, bond sentiment was shaken by Trump’s vow to remove Fed Governor Lisa Cook over alleged misconduct, raising concerns about Fed independence. At home, BoE policymaker Catherine Mann said monetary policy is “not tight enough,” stressing inflation persistence and backing a longer hold on rates, though she would support larger cuts if downside risks grow. Mann, who opposed rate cuts in May and August, argued for keeping the benchmark higher for longer. The yield jump adds pressure on Chancellor Rachel Reeves ahead of the autumn budget, since higher borrowing costs make it harder to stick to fiscal rules and increase the burden of servicing debt. Meanwhile, UK 30-year yields rose to near their highest since 1998 again.

富时100指数周二下跌0.7%，这是假期后的第一个交易日，但在更广泛的抛售中表现优于欧洲同行。零售商领跌，此前德意志银行因担忧可自由支配支出放缓而下调评级。翠鸟食品下跌4%，AB食品下跌3.5%，分析师警告称，实际工资增长将放缓，而失业担忧加剧，这表明2025年底和2026年的消费需求将减弱。相比之下，Bunzl在重申指导方针、恢复回购以及缓解投资者在4月份盈利预警后的担忧后，股价上涨了5%以上。分析师强调，由于股价在最新消息公布前已经大幅下跌，市场松了一口气。在货币政策方面，英格兰银行的凯瑟琳·曼表示，利率应保持不变。

The FTSE 100 fell 0.7% on Tuesday, its first session after a holiday, but outperformed European peers amid a wider selloff. Retailers led declines after Deutsche Bank issued downgrades on concerns about slowing discretionary spending. Kingfisher dropped 4% and AB Foods fell 3.5% as analysts warned that real wage growth is set to ease while unemployment fears rise, pointing to weaker consumer demand in late 2025 and 2026. In contrast, Bunzl jumped over 5% after reaffirming guidance, resuming its buyback, and easing investor worries following April’s profit warning. Analysts highlighted relief as shares had already fallen sharply ahead of the update. On the monetary policy front, the Bank of England’s Catherine Mann signaled that interest rates should remain on hold.

英格兰银行的曼恩认为有理由“持续”保持英国央行的利率。英格兰银行货币政策委员会成员凯瑟琳·曼周二表示，她认为有必要持续保持银行利率不变，但如果经济增长面临下行风险，她随时准备大幅降息。

Bank of England's Mann sees case for 'persistent' hold of BoE rates.Bank of England Monetary Policy Committee member Catherine Mann said on Tuesday that she saw a case to keep Bank Rate on hold on a persistent basis but stood ready to cut rates forcefully if downside risks to growth materialise.