富时100指数周二微涨0.1%，标志着连续第16个交易日上涨，并继续创下纪录。这一天的特点是波动，但全球事态发展使该指数小幅上涨。由于与贸易紧张局势相关的市场不确定性，金价上涨，黄金矿商表现优异。英国与印度达成了一项重大贸易协议，削减了威士忌、杜松子酒和汽车等关键出口产品的关税。根据该协议，印度将在十年内逐步取消对英国商品的大部分关税，威士忌关税将从150%降至40%，汽车关税将从100%以上降至10%。该协议被视为在全球贸易中断期间对英国出口商的提振。公司亮点包括Deliveroo被DoorDash收购，对壳牌对英国石油公司的兴趣的猜测，以及AB Foods可能出售其Kingsmill品牌。

The FTSE 100 edged up 0.1% on Tuesday, marking a sixteenth straight session of gains and continuing its record streak. The day was marked by volatility, but global developments gave a modest lift to the index. Gold miners outperformed as gold prices rose amid market uncertainty linked to trade tensions. The UK sealed a major trade deal with India, cutting tariffs on key exports such as whisky, gin, and cars. Under the deal, India will phase out most tariffs on UK goods within ten years, with whisky duties falling from 150% to 40% and automotive tariffs from over 100% to 10%. The agreement is seen as a boost for UK exporters during a time of global trade disruptions. Corporate highlights included Deliveroo’s takeover by DoorDash, speculation over Shell’s interest in BP, and AB Foods possibly selling its Kingsmill brand.

英国央行将周四公布利率推迟两分钟。英格兰银行周二表示，该行将于周四将最新利率决定的公布推迟两分钟，并于格林尼治标准时间1102而非1100公布该决定。

Bank of England to delay Thursday interest rate announcement by two minutes.The Bank of England will delay the announcement of its latest interest rate decision by two minutes on Thursday, publishing the decision at 1102 GMT rather than 1100 GMT, the bank said on Tuesday.

英镑表现强劲，尽管英国央行的鸽派押注依然坚定。周二，英镑（GBP）兑除日元（JPY）外的主要货币汇率坚挺。英国货币在英格兰银行（BoE）利率决定之前上涨，该决定将于周四公布，预计央行将降息25个基点至4.25%。

Pound Sterling performs strongly even as BoE dovish bets remain firm.The Pound Sterling (GBP) trades firmly against its major peers, except the Japanese Yen (JPY), on Tuesday. The British currency gains ahead of the Bank of England (BoE) interest rate decision, which will be announced on Thursday, and in which the central bank is expected to cut interest rates by 25 basis points (bps) to 4.25%.

标准普尔全球英国服务业采购经理人指数从初步的48.9小幅上调至2025年4月的49，但低于3月份的52.5。最新数据表明，商业活动再次收缩，结束了17个月的扩张。受美国关税公告和由此引发的市场动荡导致的商业投资放缓和客户信心下降的推动，新业务量在四个月内第三次下降。出口销售明显疲软，来自国外的新订单总额以2021年2月以来的最快速度下降。就业人数连续七个月下降，自3月以来，由于工资成本上升，裁员略有加速。在价格方面，投入成本以2023年7月以来的最快速度上涨，这将产出费用通胀推至近两年来的最高水平。 最后，对未来一年的商业活动预期大幅下降，乐观情绪降至2022年10月以来的最低水平。

The S&P Global UK Services PMI was revised marginally higher to 49 in April 2025 from a preliminary of 48.9, but below March's 52.5. The latest figure signaled a return to contraction in business activity, bringing an end to 17 months of expansion. New business intake fell for the third time in four months, driven by a slowdown in business investment and lower client confidence due to US tariff announcements and the resulting market turmoil. Export sales were notably weak, with total new orders from abroad declining at the fastest pace since February 2021. Employment has declined for seven consecutive months, with a slight acceleration in job cuts since March, amid rising payroll costs. On the price front, input costs rose at the fastest pace since July 2023, which drove output charge inflation to its highest level in nearly two years. Finally, business activity expectations for the year ahead declined sharply, with optimism falling to its lowest level since October 2022.