英国资产，全线闪崩

Group 1: UK Financial Market Turmoil - The UK bond yields surged, with the 30-year bond yield reaching 5.69%, the highest since 1998, and the 10-year yield at 4.791%, a three-month high, reflecting investor concerns about the government's fiscal situation and economic outlook [3][5] - The British pound fell sharply against the US dollar, dropping over 1.5% to 1.334, indicating market instability [3][5] - The FTSE 100 index declined by 0.85%, with intraday losses nearing 1%, showcasing the broader market impact of these financial concerns [3] Group 2: Government Restructuring and Economic Pressures - Prime Minister Starmer announced key personnel changes aimed at strengthening the government’s economic agenda, including appointments of Darren Jones as Chief Secretary and Shafik as Chief Economic Advisor [4] - Chancellor Rachel Reeves faces pressure to find savings or increase taxes to improve the UK's fiscal situation, with analysts suggesting that tax increases may be unavoidable but could be counterproductive [5] - The sale of long-term government bonds has been reduced to record lows, reflecting diminished demand from traditional buyers and concerns over rising structural inflation [5] Group 3: Eurozone Inflation and ECB Policy - Eurozone inflation rose slightly to 2.1% in August, above the European Central Bank's (ECB) target of 2%, with core inflation remaining stable at 2.3% [6][7] - Most economists expect the ECB to maintain interest rates at the upcoming meeting, as the slight increase in overall inflation is not anticipated to significantly impact policy decisions [7][8] - The decline in service sector inflation from 3.2% in July to 3.1% in August is seen as a positive sign for the ECB, indicating easing domestic price pressures [7]