Core Viewpoint - The article highlights the unexpected growth in UK retail sales for September, which has led to a mixed market reaction regarding the British pound and expectations for future interest rate cuts by the Bank of England [1] Group 1: UK Retail Sales - UK retail sales increased by 0.5% month-on-month in September, with the previous value revised from 0.5% to 0.6%, while the market had anticipated a decline of 0.2% [1] - Year-on-year retail sales grew by 1.5%, significantly surpassing the expected 0.6% [1] - Core retail sales year-on-year rose by 2.3%, against a forecast of 0.7% [1] Group 2: Market Reactions and Economic Indicators - Despite the positive retail data, expectations for further interest rate cuts by the Bank of England have increased, putting pressure on the British pound [1] - The GfK consumer confidence index for October in the UK rose to -17, marking a three-month high, better than the expected -20 [1] Group 3: Eurozone Consumer Confidence - Eurozone consumer confidence improved, attributed to lower borrowing costs from the European Central Bank and recent easing of inflation [1] - The preliminary consumer confidence index for October in the Eurozone increased to -14.2, reaching an eight-month high, outperforming the expected -15 [1]
英国零销售预期增长 欧行需通胀缓解
Jin Tou Wang·2025-10-26 23:36