英国首相斯塔默：我们向世界传递一个信息，即英国对外开放，欢迎投资。 ...

英国两年期国债收益率日内上涨10个基点，达到3.908%。 ...

Core Viewpoint - The Governor of the Bank of England, Andrew Bailey, stated that the growth forecast for the UK is not "pessimistic" and expressed a desire for the UK to be the first country to reach a trade agreement with the United States [1] Group 1 - The Bank of England's growth forecast is characterized as not being pessimistic [1] - There is an intention for the UK to be the first nation to establish a trade agreement with the US [1]

分析师：英国央行降息的空间远小于市场目前的预期 金十数据5月8日讯，伦敦施罗德高级经济学家乔治•布朗表示："今天的利率决定对任何人来说都不足为 奇。但展望未来，英国央行降息的空间远小于市场目前的预期。对英国来说，根本问题是它继续面临相 当大的产能限制。因此，由于生产率令人失望和工资增长不稳定，今年晚些时候通胀似乎将再次上升。 在我们看来，英国央行在本轮降息周期中只将利率降至4%左右" ...

Group 1 - The Bank of England Governor Bailey stated that tariffs and trade uncertainties are putting pressure on economic activity [1] - The overall impact on UK inflation remains unclear [1] - A significant decline in global trade prices is expected [1] Group 2 - There has been no communication regarding a trade agreement with the United States [1] - Trade agreements are welcomed as they would reduce uncertainty [1]

Core Viewpoint - The downward trend of inflation in the UK continues, and there is no expectation of a sustained surge in inflation [1] Group 1 - Interest rates are not in an "autopilot" mode, indicating a more active approach to monetary policy [1] - The expectation is that inflation will not experience a significant spike in the near future [1]

智通财经5月8日电，英国10年期国债收益率延续上涨势头，最新上涨4.5个基点，报4.50%。 ...

Core Viewpoint - The Bank of England indicates that the increase in trade tariffs has weakened the global growth outlook, but the impact on UK economic growth and inflation may be relatively small [1] Group 1 - The rise in trade tariffs is expected to have a negative effect on global growth prospects [1] - The Bank of England assesses that the drag on the UK economy from these tariffs may be limited [1] - Inflationary pressures in the UK are not anticipated to be significantly affected by the tariff increases [1]

图2 受美英贸易协议消息刺激，富时100股指期货周三一度上涨0.7%，市场普遍预期该协议将缓解美国对英国商品加征关税的压力。 智通财经APP获悉，美国总统特朗普预计将于本周三晚些时候正式公布美国与英国之间的贸易协定。受此预期推动，英镑汇率及英国富时100股指期货价格 双双上扬，市场情绪显著改善。 特朗普于当地时间周二晚间在社交媒体平台发文，暗示将有一项"重大贸易协议"落地。随后多家外媒跟进报道称，协议合作方为英国。消息发布后，英镑对 美元汇率短线拉升0.5%，盘中触及1.3356高位。新加坡银行外汇策略师Moh Siong Sim分析指出，该协议虽未披露细节，但对英镑构成"边际利好"，因市场 对英美经贸关系改善抱有期待。 图1 自4月2日特朗普政府对多国发起新一轮关税攻势以来，美元持续走弱成为外汇市场主旋律。市场担忧美国经济可能面临衰退风险及通胀压力加剧，彭博美元 指数期间累计下跌约4%。股市方面，全球主要指数亦承压：英国富时100指数同期下跌0.6%，恒生中国企业指数跌幅超3%，标普500指数回落0.7%。 澳新银行集团外汇研究主管Mahjabeen Zaman提醒，市场需关注该协议的示范效应——其条款设计 ...

Market Performance - The German DAX30 index opened on May 8, 2023, with an increase of 135.36 points, representing a rise of 0.59%, reaching 23253.00 points [1] - The UK FTSE 100 index opened on May 8, 2023, with an increase of 25.92 points, representing a rise of 0.30%, reaching 8585.25 points [1] - The European Stoxx 50 index opened on May 8, 2023, with an increase of 27.66 points, representing a rise of 0.53%, reaching 5257.85 points [1] - The Spanish IBEX 35 index opened on May 8, 2023, with a slight increase of 1.20 points, representing a rise of 0.01%, reaching 13480.90 points [1] - The Italian FTSE MIB index opened on May 8, 2023, with an increase of 190.11 points, representing a rise of 0.50%, reaching 38510.00 points [1] - The French CAC 40 index opened on May 8, 2023, with an increase of 36.86 points, representing a rise of 0.48%, reaching 7663.7 points [1]