Group 1 - Major European stock indices opened higher with Germany's DAX30 rising by 0.59% [1] - The UK's FTSE 100 increased by 0.31% [1] - France's CAC40 saw a gain of 0.38% [1] - The Euro Stoxx 50 index rose by 0.5% [1]

欧股开盘普涨，德国DAX指数涨0.6%，法国CAC40指数涨0.3%，英国富时100指数涨0.3%，欧洲斯托克 50指数涨0.5%。 ...

Core Viewpoint - Pantheon Macroeconomics forecasts that the Bank of England will lower interest rates by an additional 75 basis points within the year, with three expected cuts of 25 basis points each [1] Economic Growth Forecast - The chief UK economist at Pantheon Macroeconomics, Robert Wood, has revised down the GDP growth predictions for the UK, now expecting growth rates of 0.9% and 1% for 2025 and 2026, respectively, compared to previous estimates of 1.1% and 1.5% [1] Inflation Expectations - Despite a drop in the March inflation rate to 2.6%, it is anticipated that inflation will significantly rebound in the coming months, potentially reaching 3.4% in the second quarter and only decreasing to 3.3% by the end of the year [1] Monetary Policy Committee (MPC) Stance - The majority of data since the last forecast assessment suggests that the MPC will maintain a cautious stance, influenced by global economic disruptions caused by U.S. tariffs under President Trump [1] Interest Rate Cuts Timeline - The expected timeline for the interest rate cuts includes consecutive reductions in May and June, followed by a final cut in November [1]

金十数据5月8日讯，加拿大人寿资产管理公司投资总监Steve Matthews指出，降息50个基点将是英国央 行即将召开的会议的重要议题，这反映出自3月按兵不动以来经济背景的转变。全球贸易中断与经济放 缓迹象——尤其是美国GDP季度数据下滑——已使更大幅度降息成为焦点。鉴于英国CPI通胀现已基本 达标，预计MPC委员丁格拉与曼恩将支持降息50个基点，为可能的意外大幅降息打开大门。不过 Matthews预测，这一阵营预计最终将被多数票否决，从而通过25个基点的降息决议，使基准利率降至 4.25%。 机构：不排除英国央行大幅降息50个基点的可能性 ...

智通财经5月7日电，德国DAX 30指数初步收跌0.46%，报23142.46点。法国股指初步收跌0.92%，英国 股指初步收跌0.50%。 ...

道明证券：如果英国央行暗示更激进的降息，英镑将面临打击 金十数据5月7日讯，道明证券分析师在一份报告中称，如果英国央行周四的政策决定暗示将加大降息力 度，英镑可能走弱。他们表示，英国央行可能以8票赞成、1票反对的投票结果决定降息25个基点，政策 制定者丁格拉可能投票赞成降息50个基点。在贸易不确定性加剧的情况下，英国央行还可能下调经济增 长预期，并从进一步降息的指引中删除"逐步"一词。"通胀水平低于市场预期和货币政策报告的预测， 这让成员们对继续降息充满信心。" ...

Group 1: Dollar Performance - The dollar experienced a general decline due to market concerns over the uncertainty surrounding trade agreements promoted by President Trump [1][3][9] - The dollar fell 0.86% against the yen, closing at 142.445 yen [1] - The widening U.S. trade deficit, reported to have increased by 14% to a record $140.5 billion, further exacerbated market worries [6][9] Group 2: Euro Strength - The euro strengthened following the election of conservative leader Merz as Chancellor in Germany, with a closing increase of 0.50% to $1.1371 [4][9] - Merz's election is viewed as a positive signal for political stability in Germany, boosting market confidence in the euro [4] Group 3: Canadian Dollar Performance - The Canadian dollar appreciated by 0.39% against the U.S. dollar, closing at 1.38 CAD, following Prime Minister Carney's firm stance on trade negotiations [5][9] - Carney's comments reflect Canada's strong position on trade issues, enhancing market confidence in the Canadian dollar [5] Group 4: Market Expectations - The market is closely watching the Federal Reserve's policy decision, with expectations that interest rates will remain unchanged [8] - There is speculation that the Bank of England may lower rates by 25 basis points, contributing to a 0.61% increase in the British pound to $1.33780 [8]

Group 1 - The core viewpoint of the article is that optimism regarding trade agreements and improved relations between the UK and the EU may strengthen the British pound [1] - A trade agreement between the UK and India was announced, leading to speculation that a US-UK agreement may be reached soon [1] - The upcoming UK-EU summit on May 19 could further enhance post-Brexit relations [1] Group 2 - The Bank of England is set to announce its policy decision on Thursday, with market expectations for multiple rate cuts this year potentially being overestimated [1] - The British pound is expected to return to a high of 1.3445 USD in the coming days [1]

欧洲斯托克50指数开盘跌0.2%，德国DAX指数涨0.1%，英国富时100指数跌0.2%，法国CAC 40指数跌 0.3%。 ...

Market Performance Summary - The German DAX30 index opened on May 7 with an increase of 46.81 points, representing a rise of 0.20%, reaching 23285.12 points [1] - The UK FTSE 100 index opened on May 7 with a decrease of 17.14 points, reflecting a decline of 0.20%, settling at 8580.28 points [1] - The Euro Stoxx 50 index opened on May 7 with a drop of 13.13 points, indicating a decrease of 0.25%, at 5250.25 points [1] - The Spanish IBEX 35 index opened on May 7 with an increase of 5.20 points, showing a rise of 0.04%, at 13514.00 points [1] - The Italian FTSE MIB index opened on May 7 with a decline of 55.25 points, marking a decrease of 0.14%, at 38505.00 points [1] - The French CAC 40 index opened on May 7 with a drop of 22.13 points, reflecting a decline of 0.29%, at 7674.79 points [1]