富时100指数周三收盘上涨0.4%，从早些时候的下跌中恢复过来，连续第五天上涨，这是一个月来最长的连涨。金价走强，创下历史新高，提振了黄金矿商，并帮助该指数进入正值区域。当天早些时候，全球情绪因新的贸易紧张局势而受到削弱，包括美国对英伟达芯片对华出口的新限制。在数据方面，英国3月份通胀再次放缓，在4月份预期的账单激增之前提供了短暂的缓解。在企业新闻中，Bunzl股价暴跌26%，这是有史以来最糟糕的一天，此前该公司因经济背景疲软而下调了前景。WH Smith也对低于预期的收入感到失望。从更乐观的角度来看，Barratt Redrow重申了其全年住房建设目标，Mitie在上调利润指引并启动1.25亿英镑的股票回购后上涨。

The FTSE 100 closed 0.4% higher on Wednesday, recovering from earlier losses and marking a fifth straight day of gains — its longest streak in a month. Strength in gold prices, which hit fresh record highs, lifted gold miners and helped push the index into positive territory. Earlier in the day, global sentiment was dented by renewed trade tensions, including new US export curbs on Nvidia chips to China. On the data front, UK inflation eased again in March, offering brief relief before April's expected jump in bills. In corporate news, Bunzl shares crashed 26% — their worst day on record — after the company cut its outlook due to a weaker economic backdrop. WH Smith also disappointed with lower-than-expected revenue. On a more upbeat note, Barratt Redrow reaffirmed its full-year homebuilding target, and Mitie rose after upgrading its profit guidance and launching a £125 million share buyback.

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.