英国房地产市场，在里夫斯11月预算之前，商业信心暴跌。英国房地产市场在9月份失去了进一步的动力，而商业信心跌至三年来的最低水平，因为人们对财政部长雷切尔·里夫斯即将出台的预算越来越焦虑。

UK housing market, business confidence slump ahead of Reeves' November budget.Britain's housing market lost further momentum in September, while business confidence slumped to its lowest level in three years amid growing anxiety over Finance Minister Rachel Reeves' upcoming budget.

在伦敦，富时100指数周三上涨76点，涨幅0.80%。安托法加斯塔银行（4.22%）、劳埃德银行（3.63%）和英美资源集团（3.24%）领涨。跌幅最大的是Unite Group（-10.40%）、Intermediate Capital（-4.14%）和Segro（-2.80%）。

In London, the FTSE 100 Index gained 76 points or 0.80 percent on Wednesday. Gains were led by Antofagasta (4.22%), Lloyds Banking (3.63%) and Anglo American (3.24%). Biggest losers were Unite Group (-10.40%), Intermediate Capital (-4.14%) and Segro (-2.80%).

英镑/日元攀升至205.00，因市场回吐日本央行加息押注。英镑/日元攀升至205.00，因市场回吐日本央行加息押注

GBP/JPY climbs to 205.00 as markets push back BoJ hike bets.GBP/JPY climbs to 205.00 as markets push back BoJ hike bets

周三，富时100指数小幅上涨，保持在9500以上的创纪录水平，受金价飙升至每盎司4000美元的历史高点后贵金属矿商上涨的推动。Fresnillo和Endeavour Mining分别上涨2.2%和2.4%，因为在全球贸易紧张局势、美联储政策路径的不确定性和美国政府持续停摆的情况下，投资者继续涌向避险资产。在贱金属矿商中，安托法加斯塔上涨2.7%，英美资源集团上涨1.7%，力拓上涨0.4%。英美资源集团支持泰克资源公司在智利Quebrada Blanca铜矿项目的缓慢扩张计划，重申了他们合并的战略依据。银行股也上涨，劳埃德银行上涨2.4%，渣打银行上涨1.4%，巴克莱银行上涨1.2%，国民西敏银行上涨1%。此前，FCA估计英国汽车贷款补偿计划将耗资110亿英镑，低于此前的预测，这引发了人们对劳埃德等银行可能释放超额准备金的预期。

The FTSE 100 edged higher on Wednesday, holding at record levels above 9,500, driven by gains in precious metals miners after gold prices surged past the historic $4,000 an ounce mark. Fresnillo and Endeavour Mining rose 2.2% and 2.4%, respectively, as investors continued to flock to safe-haven assets amid global trade tensions, uncertainty over the Fed’s policy path, and the ongoing US government shutdown. Among base metal miners, Antofagasta climbed 2.7%, Anglo American 1.7%, and Rio Tinto 0.4%. Anglo American backed Teck Resources’ slower ramp-up plan for its Quebrada Blanca copper project in Chile, reaffirming the strategic rationale of their merger. Banking stocks also advanced, with Lloyds up 2.4%, Standard Chartered 1.4%, Barclays 1.2%, and NatWest 1%. Gains followed the FCA’s estimate that the UK car loan compensation scheme would cost £11 billion, below prior forecasts, prompting expectations that banks like Lloyds may release excess provisions.