英镑触及两周高点，英央行历史性二次投票，未来降息难了？

Core Viewpoint - The Bank of England's decision to cut interest rates to 4% has led to an unprecedented internal division among policymakers, indicating a potential slowdown in future rate cuts due to rising concerns over persistent inflation [1][5]. Group 1: Interest Rate Decision - The Bank of England lowered interest rates by 25 basis points, with a 5:4 vote, marking the first historical instance of a re-vote among the Monetary Policy Committee [1][5]. - Four policymakers voted to maintain the rate at 4.25%, highlighting significant internal disagreements regarding further monetary easing [5][6]. - The likelihood of maintaining rates unchanged in the September meeting is now at 93%, suggesting a market expectation for a pause in the rate-cutting cycle [4][6]. Group 2: Inflation Concerns - There is an increasing concern among Bank of England policymakers regarding the persistence of inflation, which is limiting the scope for further rate cuts [5][6]. - The possibility of rate cuts in November is also being questioned if inflation remains high, which is seen as a positive signal for the British pound [6] . Group 3: Currency Market Reaction - Following the news of the rate cut, the British pound strengthened against the US dollar, reaching 1.343, a near two-week high, with a weekly increase of 1.3% [1][7]. - The euro also saw a decline against the pound, with the euro to pound exchange rate dropping by 0.2% to 86.59 [7].