英国资产，全线闪崩！

Group 1 - The UK financial market is experiencing turmoil due to rising concerns over the government's fiscal situation and economic outlook, leading to a significant drop in the British pound and a surge in bond yields [1][4][5] - The 30-year UK government bond yield rose to 5.69%, the highest level since 1998, while the 10-year yield reached 4.791%, marking a three-month high [4][6] - The FTSE 100 index fell by 0.85%, reflecting investor anxiety regarding the recent cabinet reshuffle by Prime Minister Starmer [4][5] Group 2 - The UK Chancellor, Rachel Reeves, is under pressure to find savings or increase taxes to improve the fiscal situation, with analysts suggesting that tax increases may be unavoidable [6] - Concerns over rising structural inflation are leading to a decline in demand for long-term UK bonds, as traditional buyers like pension funds are pulling back [6] - A report from Deutsche Bank indicates a worsening cycle where rising debt concerns lead to higher yields, which in turn exacerbate debt dynamics [6] Group 3 - In the Eurozone, inflation has slightly increased to 2.1% in August, above the European Central Bank's target of 2%, prompting speculation about the ECB's upcoming policy decisions [7][9] - Core inflation, excluding volatile food and energy prices, remained steady at 2.3%, while service sector inflation decreased slightly to 3.1% [8][9] - Most economists expect the ECB to maintain interest rates at the upcoming meeting, as the slight rise in overall inflation is not anticipated to significantly impact policy [9][10]