Group 1 - Goldman Sachs now expects the Bank of England to cut interest rates by 25 basis points in November, a shift from its previous forecast in September [1] - The bank anticipates a quarterly rate cut schedule, reducing the benchmark rate from the current 4% to 3% by July 2026, earlier than the previously expected November 2026 [1] - The revision is attributed to persistent inflation and a weakening labor market, with September CPI rising 3.8% year-on-year, below market expectations [1] Group 2 - The unemployment rate in the UK rose to 4.8% in August, the highest level since May 2021, contrary to expectations of stability [1] - Private sector wage growth slowed to 4.4%, marking the lowest level since the end of 2021, despite remaining above the Bank of England's target of around 3% [1] - Bank of England Governor Bailey expressed concerns over the economy operating below potential and the ongoing weakness in the labor market [2]
高盛修正英国央行降息预测：11月将降息25个基点 明年7月基准利率降至3%
Zhi Tong Cai Jing·2025-10-29 07:04