金十数据7月11日讯，Moneyfarm分析师Richard Flax表示，英国最新月度GDP数据弱于预期，这加大了 英国央行8月份降息的可能性。英国5月GDP萎缩0.1%。Richard Flax表示，服务业和制造业的疲软导致 了这一萎缩，凸显了通胀后复苏的脆弱性。英国央行可能将这一数据视为货币环境对经济造成压力的信 号，并在8月投票支持降息。 英国GDP数据提升了八月降息的可能性 ...

Group 1 - The core viewpoint suggests that Powell's stance in the upcoming June FOMC meeting may lean hawkish, potentially disappointing investors expecting rate cuts [1] - The recent sell-off of U.S. assets is attributed more to tariff policy impacts rather than a loss of confidence in the dollar's reserve currency status, although long-term trends could weaken this status [2] - Analysts predict a further decline in U.S. Treasury yields over the next few months, with the 10-year yield expected to drop to 4.35% in three months and 4.29% in six months from the current 4.48% [2] Group 2 - The decline in UK GDP provides another reason for the Bank of England to consider a rate cut in August, with April's GDP shrinking by 0.3% [3] - The current low volatility in the foreign exchange market may trigger a rebound in the dollar, as interest rate differentials become more pronounced [3] - Despite concerns over excess supply in the U.S. Treasury market, most economists expect the Federal Reserve to only cut rates two times or less this year [2]

Core Viewpoint - The decline in UK GDP provides further justification for the Bank of England to consider an interest rate cut in August [1] Economic Performance - The GDP shrank by 0.3% in April, supporting the view that the 0.7% growth in the first quarter was unsustainable [1] - Second-quarter data may exaggerate economic weakness, alleviating concerns about a recession [1] External Factors - New tariffs and domestic companies cutting spending to offset increased costs from tax hikes in April are expected to drag on the economy due to weak overseas demand [1] - Despite these challenges, the current economic conditions are not sufficient to prompt an interest rate cut by the Bank of England next week [1]

英镑兑美元短线跌约25点，现报1.3575。数据显示，英国4月GDP环比萎缩0.3%，预期 萎缩0.1%，前值 为增长0.2%。 ...