英国6月最终制造业采购经理人指数为47.7，而前期为47.7。“尽管英国制造业在6月份持续低迷，但最新的PMI调查提供了情况趋于稳定的迹象。生产、新订单和就业都以较慢的速度下降，而商业乐观情绪回升至四个月高点。

UK June final manufacturing PMI 47.7 vs 47.7 prelim.“Although the downturn in UK manufacturing continued in June, the latest PMI survey provides signs of conditions stabilising. Production, new orders and employment all fell at slower rates, while business optimism picked up to a four-month high.

富时100指数在今年上半年强劲上涨7.2%后，周二持平，小幅上涨。矿业股领涨，安托法加斯塔、嘉能可和英美资源集团上涨1.5%-2.5%。此外，黄金矿商Fresnillo和Endeavour分别上涨1.7%和1.3%。在数据方面，6月份英国房价意外下跌0.8%，年增长率放缓至2.1%，低于预期。这一意外下跌给住宅建筑商带来了压力，Barratt Redrow下跌了1.5%，Persimmon和Taylor Wimpey的表现也不佳。在其他地方，Sainsbury的季度业绩好于预期后上涨了近2%。在并购新闻中，据报道，巴克莱银行在收购TSB的竞争中出价最高，与桑坦德银行竞争，两者均出价约30亿欧元。另外，英杰华以26亿英镑收购Direct Line的交易获得了竞争监管机构的批准，为创建英国最大的汽车保险公司奠定了基础。

The FTSE 100 traded flat to slightly higher on Tuesday, following a strong 7.2% gain in the first half of the year. Mining stocks led gains, with Antofagasta, Glencore, and Anglo American up between 1.5%-2.5%. Also, gold miners Fresnillo and Endeavour rose 1.7% and 1.3%, respectively. On the data front, UK house prices unexpectedly fell by 0.8% in June, with annual growth slowing to 2.1%, below expectations. The surprise drop weighed on homebuilders, with Barratt Redrow falling 1.5%, and Persimmon and Taylor Wimpey also underperforming. Elsewhere, Sainsbury’s rose nearly 2% after better-than-expected quarterly results. In M&A news, Barclays reportedly made the highest bid in the race to acquire TSB, competing with Santander, both offering around €3 billion. Separately, Aviva’s £2.6 billion acquisition of Direct Line was approved by competition regulators, setting the stage for the creation of the UK’s largest motor insurer.

英国央行贝利：必须警惕通胀持续。我们必须非常小心地观察通货膨胀的后果。劳动力市场正在疲软。

BoE's Bailey: Have to watch for inflation persistence.We have to watch very carefully for consequences of inflation. Labour market is softening.

2025年6月，英国全国房价指数同比上涨2.1%，较5月份的3.5%有所回落，低于市场预期的3.3%的涨幅。这是自2024年7月以来最疲软的读数。全国首席经济学家罗伯特·加德纳指出，价格增长的降温可能反映了4月份印花税上调后需求的减弱。尽管全球经济存在不确定性，但随着夏季的到来，活动预计将有所回升，因为英国潜在购房者的条件仍然有利。失业率仍然很低，收入实际增长速度健康（经通胀调整后），家庭资产负债表强劲，如果银行利率在未来几个季度下调，借贷成本可能会进一步降低，正如大多数分析师所预期的那样。按月计算，价格下跌0.8%，而5月份上涨0.4%，与0.2%的涨幅预测相反。

The UK Nationwide House Price Index rose 2.1% year-on-year in June 2025, easing from a 3.5% increase in May and falling short of market expectations for a 3.3% gain. This marked the softest reading since July 2024. Nationwide’s Chief Economist, Robert Gardner, noted that the cooling in price growth likely reflects weaker demand following April’s stamp duty increase. Still, activity is expected to pick up as summer advances, despite global economic uncertainties, as conditions for potential homebuyers in the UK remain supportive. The unemployment rate remains low, earnings are rising at a healthy pace in real terms (after adjusting for inflation), household balance sheets are strong, and borrowing costs may ease further if the Bank Rate is lowered in the coming quarters, as most analysts expect. On a monthly basis, prices fell 0.8%, compared with a 0.4% rise in May and defying forecasts of a 0.2% increase.