Group 1 - The Bank of England is expected to announce an interest rate cut this Thursday, becoming one of the first major central banks to adopt a loose monetary policy in the current cycle [1] - Market expectations indicate a 96% probability that the Bank of England will lower the benchmark rate by 25 basis points to 4% during the August meeting, marking its first policy adjustment since May [1] - Economic data from the UK shows a contraction in May, with a slight increase in the unemployment rate to 4.7%, providing a basis for the anticipated interest rate cut [1] Group 2 - Despite the challenging macroeconomic environment, the UK stock market has performed well, with the FTSE 100 index rising 12% this year and reaching new highs [2] - The rise in the UK stock market is driven by government plans to increase defense spending and a trade agreement between UK Prime Minister Starmer and US President Trump, which sets the baseline tariff on US goods to the UK at 10% [2] - The US stock market has also shown strong performance, with the S&P 500 index increasing by 7% this year, reflecting growing investor optimism regarding the anticipated interest rate cuts [2]
英国央行或率先启动降息周期 美联储下月紧跟在望
Zhi Tong Cai Jing·2025-08-06 22:32