智通财经APP获悉，8月份英国零售销售增长幅度超出预期，这一现象表明家庭消费已逐渐摆脱英国工 党政府增税政策的影响。英国国家统计局周五表示，英国8月季调后零售销售增长了0.5%，与7月份修 正后的0.5%持平。良好的天气提振了服装和烘焙食品的销售，抵消了电脑和电信设备商店销售额的下 滑。分析师此前预计8月零售销售增长0.4%。 这份报告进一步证明，消费者无视夏季裁员、薪资增长放缓和物价上涨的警告。此前，工党政府推出 260亿英镑(约合350亿美元)薪资税上调政策及新的更高最低工资标准，令市场感到担忧。强劲的零售销 售将为英国财政大臣雷切尔·里夫斯带来一些慰藉。 由于消费者消费占总支出的约60%，工党政府无法承受消费者保持谨慎的后果。英国政府正在努力重振 经济增长，以避免在即将到来的预算案中大幅增税。 英国央行预计本月通胀率将达到4%，该数据将于货币政策委员会11月会议召开前两周左右公布。鉴于 食品对消费者的重要性，官员们尤其担心食品价格的螺旋式上涨。 由于对通胀再度抬头的担忧加剧，英国央行周四将利率维持在4%不变，并对未来降息保持谨慎态度。 另外，早些时候公布的数据显示，英国8月消费者价格指数(CPI)同比上 ...

Core Viewpoint - The South Korean stock market experienced its largest decline since early April, primarily due to a government proposal to increase taxes on corporations and stock investors, which is expected to lead to significant selling pressure in the market [1] Group 1: Tax Proposal Impact - The South Korean government proposed to lower the capital gains tax threshold for stockholders from 5 billion KRW to 1 billion KRW, which is anticipated to increase the number of taxable investors significantly [1] - The stock transaction tax is set to rise from 0.15% to 0.2%, further impacting investor sentiment [1] - The highest corporate tax rate will increase from 24% to 25%, reversing the previous government's tax reduction policies, with all corporate tax brackets seeing a 1 percentage point increase [1] Group 2: Market Reaction - The benchmark stock index in South Korea fell by over 3%, with SK Hynix and Hanwha Aerospace experiencing the largest declines [1] - Timefolio indicated that the reduction in the capital gains tax threshold could lead to a substantial increase in the number of taxable investors, potentially triggering a sell-off in the stock market [1]

Core Points - President Trump is proposing to increase tax rates for wealthy Americans earning over $2.5 million annually, or couples earning $5 million, to a new rate of 39.6% [1] - This proposal aims to offset other tax cuts in his economic plan and would revert the highest tax rate to levels prior to Trump's 2017 tax cuts [1] - The current highest personal tax rate stands at 37% [1] - Trump communicated this request during a phone call with House Speaker Johnson and reiterated his desire to eliminate the carried interest tax break enjoyed by hedge fund and private equity managers [1]