英国消费者9月支出放缓 英镑空头剑指何方

Group 1 - The core viewpoint of the news highlights a slowdown in UK consumer spending in September, attributed to concerns over potential tax increases in the upcoming budget announcement by Chancellor Reeves, leading to adjustments in government reform plans to stimulate economic growth [1] - A survey indicates that UK consumer spending growth in September was the lowest in four months, with a year-on-year increase of 2.3%, down from 3.1% in August, marking the weakest growth since May [1] - The British Retail Consortium (BRC) reported that the increase in consumer spending is hindered by rising energy bills and uncertainty surrounding the budget announcement [1] Group 2 - The Bank of England's Monetary Policy Committee member Catherine Mann stated that Brexit and tariffs are contributing factors to the long-term decline of the British pound, with Brexit events and former Prime Minister Liz Truss's policies leading to decreased competitiveness and economic growth [1] - The long-term erosion of the pound as a global currency began with the 2016 Brexit vote, which has limited the UK's growth potential and affected decision-making capabilities [1] Group 3 - Technical analysis of GBP/USD indicates a downward trend, with the 10 and 21-day moving averages and the 21-day Bollinger Bands trending lower, suggesting a bearish outlook [2] - Initial support levels are identified at 1.3270 and 1.3260, while resistance levels are at 1.3449 and 1.3489, with a target to test lower levels around 1.3140 [2] - Short-term fluctuations are expected, with key resistance at 1.3395 and 1.3445, and support at 1.3290 and 1.3240 [2]