Group 1 - The market widely expects the Bank of England to maintain interest rates at 4.25% [1] - Attention is on the voting situation regarding the interest rate decision by the Bank of England [2] - Focus is on the Bank of England's statements regarding the future monetary policy path [3] Group 2 - The Bank of England's views on inflation expectations and the slowdown in the labor market are of interest [4] - The Bank of England's stance on the decisions made by the Federal Reserve and the European Central Bank is also being monitored [5]

Core Viewpoint - The likelihood of a Federal Reserve interest rate cut is increasing, which is putting pressure on the US dollar [1] Group 1 - Recent data indicates a slowdown in inflation and the job market, enhancing the possibility of a rate cut by the Federal Reserve as early as this fall [1] - The geopolitical leadership adjustments by Trump and his aggressive tariff agenda are contributing to the weakening of the dollar [1]

Group 1 - The UK job market is slowing down, particularly impacting recruitment in the education and healthcare sectors due to government spending cuts, with signs of layoffs in the public sector [1] - Following the recent increase in minimum wage and payroll taxes, business confidence has dropped to its lowest level since the COVID-19 pandemic, with the net balance of employers expecting to increase staff in the private sector being the smallest in the survey's 11-year history [2][3] - In the public sector, the number of employers planning layoffs exceeds those planning to hire, with a net balance of -4%, driven mainly by large enterprises, particularly in the retail sector, where one-third of retailers expect to lay off staff in the next three months [3] Group 2 - The education sector, particularly non-compulsory education (including universities and further education colleges), has the highest proportion of employers planning layoffs, with about one-quarter of primary and early years education institutions reducing staff [5] - The healthcare sector is also experiencing significant layoffs, with one-fifth of employers implementing cuts, and NHS Providers warning that over one-third of trusts have begun reducing clinical positions to balance budgets [5] - Teacher unions have raised concerns that many school principals are cutting staff due to budget pressures and the requirement to fund salary increases from existing budgets, leading to lower recruitment levels compared to previous years [6]