英国通货膨胀率下降。根据Forex Factory的数据，消费者价格指数（CPI）读数低于预期：虽然分析师预测从之前的2.8%同比下降至2.7%，但实际CPI数字为2.6%。

Inflation in the UK Has Fallen.According to Forex Factory, the Consumer Price Index (CPI) reading came in below expectations: while analysts had forecast a decline to 2.7% year-on-year from the previous 2.8%, the actual CPI figure was 2.6%.

2月份英国DCLG房价指数（同比）高于预期（5.1%）：实际（5.4%）。2月份英国DCLG房价指数（同比）高于预期（5.1%）：实际（5.4%）

United Kingdom DCLG House Price Index (YoY) above expectations (5.1%) in February: Actual (5.4%).United Kingdom DCLG House Price Index (YoY) above expectations (5.1%) in February: Actual (5.4%)

英国10年期国债收益率跌至4.6%以下，为一周多来的最低水平，因为投资者在通胀低于预期和经济紧张迹象出现后加大了对英格兰银行降息的押注。3月份CPI同比放缓至2.6%，低于预期，而月度通胀率降至0.3%。英国央行密切关注的核心服务通胀率小幅降至4.7%。这是连续第二个月下降，在4月份账单大幅上涨之前，为家庭提供了一些缓解。与此同时，英国企业在3月份削减了78000多个工作岗位，这是疫情以来的最大降幅，因为他们为工资税和最低工资成本的上涨做了准备。这些数据共同强化了人们对英国央行可能更快降息以支持经济的预期。交易员现在预计到年底将降息86个基点，并预计12月第四季度降息的可能性超过50%。

The UK 10-year gilt yield fell below 4.6%, the lowest in over a week, as investors ramped up bets on Bank of England rate cuts following softer-than-expected inflation and signs of economic strain. March CPI slowed to 2.6% year-on-year, below forecasts, while monthly inflation eased to 0.3%. Core services inflation, closely watched by the BoE, edged down to 4.7%. It’s the second straight monthly drop, offering some relief to households ahead of a sharp rise in April bills. At the same time, UK businesses cut over 78,000 jobs in March — the largest decline since the pandemic — as they prepared for a rise in payroll taxes and minimum wage costs. Together, the data reinforced expectations that the BoE may ease rates sooner to support the economy. Traders now price in 86 basis points of cuts by year-end, and see more than a 50% chance of a fourth quarter-point cut in December.

周三，富时100指数下跌超过0.5%，结束了连续四天的上涨，因为全球市场因贸易紧张局势加剧而下跌，包括美国对英伟达芯片出口到中国的新限制。Bunzl股价在下调前景后暴跌26%，创下历史新高，原因是经济形势更加严峻。与此同时，WH Smith未能达到收入预期，而Barratt Redrow重申了住房建设目标。Mitie在提高利润指导并宣布1.25亿英镑的股票回购后上涨。在数据方面，英国通胀再次放缓，在4月份预期的账单激增之前提供了短暂的缓解。

The FTSE 100 fell over 0.5% on Wednesday, snapping a four-day winning streak as global markets dropped on renewed trade tensions, including fresh US restrictions on Nvidia chip exports to China. Shares in Bunzl plunged a record 26% after it cut its outlook, citing tougher economic conditions. Meanwhile, WH Smith missed revenue expectations, while Barratt Redrow reaffirmed homebuilding targets. Mitie rose after raising profit guidance and announcing a £125 million share buyback. On the data front, UK inflation eased again, offering brief relief before April's expected jump in bills.