英国通胀数据火热后，英镑创2022年以来最高水平。周三，英镑触及三年来最高点，因数据显示英国4月份消费者通胀增速快于预期，这降低了英格兰银行快速降息以保护经济增长的能力，从而短暂提振英镑。

Sterling hits highest since 2022 after red-hot UK inflation data.The pound hit its highest in three years on Wednesday, catching a brief lift from data that showed UK consumer inflation picked up faster than expected in April, which reduces the Bank of England's ability to quickly cut rates to protect growth.

英镑/日元反弹至193.00上方，受英国CPI打印升温影响，在日元走强的情况下缺乏后续行动。在英国消费者通胀数据高于预期后，英镑/日元交叉削减了其温和的盘中跌幅，尽管缺乏后续购买。现货价格目前在193.20左右，在日元（JPY）普遍走强的情况下，当日下跌超过0.15%。

GBP/JPY jumps back above 193.00 on hotter UK CPI print, lacks follow-through amid stronger JPY.The GBP/JPY cross trims a part of its modest intraday losses following the release of hotter-than-expected UK consumer inflation figures, though it lacks follow-through buying. Spot prices currently trade around the 193.20 region, down over 0.15% for the day amid a broadly stronger Japanese Yen (JPY).

高通胀束缚了英国央行的手脚。核心债券收益率昨日收高。在曲线的非常长的一端（30年），美国利率加起来高达6.7个基点，德国高达5个基点。

High Inflation Ties BoE's Hands.Core bond yields finished higher yesterday. US rates added up to 6.7 bps and Germany up to 5 bps at the very long end of the curve (30-yr).

交易员减少了对英国央行宽松政策的押注，倾向于在2025年只降息一次。市场定价现在预计2025年将放宽34个基点，而英国CPI发布前为41个基点。下一次削减将在11月完全定价。

Traders trim bets on BoE easing favouring just one rate cut in 2025.The market pricing now sees 34 bps of easing in 2025 compared to 41 bps before the UK CPI release. The next cut is fully priced in for November.