Group 1 - The UK housing market showed significant slowdown in November, with house prices remaining flat month-on-month and a year-on-year increase dropping to 0.7%, the lowest since March 2024 [1][36][31] - The slowdown in annual growth is attributed to the strong base effect from last year, despite adjustments in spring stamp duty policy and uncertainty ahead of the autumn budget announcement [1][36][31] - Market analysts attribute the slowdown to cautious buyer sentiment prior to the budget announcement on November 26, with other data confirming this trend [1][36][31] Group 2 - The US consumer confidence index improved slightly in early December, rising from 51.0 in November to 53.3, although overall sentiment remains low due to high inflation pressures [2][32] - Consumers' inflation expectations for the next year decreased from 4.5% to 4.1%, indicating some easing in short-term price concerns, while long-term expectations remained relatively stable [2][32] - The US economy is showing signs of weakened growth momentum and internal structural divergence, with consumer spending in September only increasing by 0.3%, primarily driven by rising prices [3][33] Group 3 - The US inflation pressure remains persistent, with the personal consumption expenditures (PCE) price index rising by 2.8% year-on-year in September, the highest growth rate since April 2024 [3][33] - A significant "K-shaped" economic divergence is evident, where high-income households are driving service sector spending, while low-income households face constraints due to a weak labor market and rising living costs [3][33] - Market expectations for the Federal Reserve's monetary policy have shifted towards a likely interest rate cut, with a nearly 90% probability of a 25 basis point reduction anticipated in the upcoming meeting [4][33]
英镑GBPUSD多头遭遇“房价急刹车”！英国楼市增速跌至年内低点，央行降息倒计时
Xin Lang Cai Jing·2025-12-07 23:35