薪资增速放缓叠加就业疲软 或促使英国央行尽早采取行动
Xin Hua Cai Jing·2025-11-11 07:47

Group 1 - The average wage in the UK, excluding bonuses, slightly decreased to 4.6% year-on-year for the three months ending in September, indicating a weakening labor market [1] - The unemployment rate in the UK reached 5% for the three months ending in September, the highest level since February 2021, with a significant increase in jobless claims in October [1] - The Bank of England's decision to maintain interest rates at 4% reflects internal divisions, with four members advocating for a 25 basis point cut, suggesting a potential shift in monetary policy [1] Group 2 - The Bank of England has revised its policy guidance, indicating that interest rates "may continue along a gradual downward path," which has increased expectations for a rate cut in December [2] - Analysts suggest that the further slowdown in wage growth supports the rationale for a rate cut by the Bank of England, with predictions that the next cut could occur in December [2] - The British pound is expected to weaken due to the ongoing rate cut cycle of the Bank of England, contrasting with the European Central Bank's situation, and the euro is anticipated to strengthen against the pound [2]