中新网1月1日电 据英国广播公司(BBC)当地时间1月1日报道，英国首相斯塔默在新年致辞中承诺， 将"终结他人带来的衰退和分裂"，并坚称2026年英国民众将在生活中感受到"积极的变革"。 斯塔默承诺，未来一年情况会"开始好转"。他提到，"2026年，我们制定的政策将使更多人在生活开 支、社区环境和医疗服务中感受到积极变化。更重要的是，越来越多人将重拾希望，确信局势能够且必 将改善，感受到国家复兴的承诺正转化为现实——本届政府必将使之成为现实。" 图片来源：英国广播公司(BBC)报道截图 据报道，斯塔默承认"英国确实经历了一段艰难时期"，并补充道"英国公众如今应当开始看到各项改善 ——包括生活开支降低、街头警力增加以及新建医疗中心的落地"。 报道提到，对斯塔默而言，过去一年充满挑战：英国国内经济增长持续放缓，民意支持率低迷，党内甚 至出现对其领导地位的质疑声浪。 ...

Core Insights - The long-dated UK government bond maturing in 2061 has become a risky bet for speculators, despite its previous popularity among investors in London's financial district [1][2] - The bond's price has plummeted over 50% since 2022, dropping from approximately £97 to around £25, raising concerns about the sustainability of such investments [1][5] - The ongoing sell-off of long-term UK bonds is driven by increasing worries about the UK government's fiscal outlook, highlighting the potential dangers of "buying the dip" strategies in this market [1][8] Group 1: Investment Trends - Some investors continue to hold onto the 2061 bond, hoping for a rebound driven by an economic recession, which has led to its classification as a highly sought-after bond in the market [2][4] - The bond is compared to high-leverage ETFs in the stock market, attracting both retail and institutional traders looking for significant returns [6][7] - Despite its steep decline, the bond remains a popular trading instrument, with high trading volumes reported on platforms like Hargreaves Lansdown [5][10] Group 2: Market Dynamics - The bond's low coupon rate of 0.5% and tax advantages, such as exemption from capital gains tax, make it appealing for speculative trading [7][10] - If a recession occurs and inflation decreases, the bond's price could theoretically surge, making it an attractive option for traders betting on economic downturns [8][10] - However, the enthusiasm for the bond has waned this year, as economic indicators do not suggest an imminent recession, leading some investors to consider other bonds with similar characteristics [8][10]

Group 1 - The UK economy showed signs of stagnation or mild recession, with May GDP declining by 0.1%, below the expected growth of 0.1%, marking the second consecutive month of contraction [2] - Industrial output fell by 0.9% in May, significantly below the expected flat performance, while manufacturing output decreased by 1%, indicating increased economic downward pressure [2] - Market expectations for the Bank of England to accelerate interest rate cuts have risen, with speculation of multiple cuts within the year [2] Group 2 - Silver prices have been trading within a clear upward channel since early April, fluctuating between $35.50 and $37.00 over the past four weeks [3] - The psychological resistance level at $37.00 remains unbroken, with $37.30 being a key upward barrier [3] - If silver prices break above $37.00, it may confirm a continuation of the bullish trend, targeting the $38.00-$38.50 range, while initial support is at $36.22 [3]

Core Viewpoint - The UK economy appears to be losing momentum, with signs indicating a potential recession [1] Economic Performance - A report from Paul Dales of Capital Economics suggests that the strong start for the US economy in 2025 has ended [1] - Data released on Friday shows that UK retail sales fell more than expected in May, marking the largest decline since December 2023 [1] - This decline has erased the sales growth seen in the first few months of the year, which contributed to unexpectedly strong growth in the first quarter [1] Consumer Behavior - Despite the overall economic slowdown, consumer spending in the UK may still outperform other sectors [1] - There has been an improvement in consumer confidence, but the GDP for the second quarter appears to be quite weak [1]