英国通胀出现七个月来首次下降，这一信号表明，在英国央行和财政大臣雷切尔.里夫斯做出关键决策 前，价格压力已过峰值。 英国国家统计局周三数据显示，10月消费者价格指数(CPI)同比上涨3.6%，较9月的3.8%有所回落。该数 据略高于伦敦金融城经济学家预期的3.5%，但符合英国央行预测。 通胀率降至6月以来最低水平，主要受能源价格涨幅低于去年同期推动。服务通胀微降至4.5%——这一 备受英国央行密切关注的数据低于其预期。 这些数据重新点燃了市场对英国央行在下次会议上实施圣诞节前降息的期待。随着交易员更关注服务通 胀数据，英镑兑美元汇率下跌0.1%至1.313美元。"通胀见顶的证据应会促使央行在12月降 息，"Schroders高级经济学家乔治.布朗表示。 然而，降息之路仍面临重大障碍，特别是工党政府将于下周公布的秋季预算。里夫斯承诺将通过财政计 划抑制高通胀，但目前考虑的增税方案可能使英国央行的决策复杂化。 财政大臣就通胀数据回应称："通胀下降对全国家庭和企业来说是个好消息，但我决心采取更多措施来 降低价格。"她重申将在11月26日的预算中优先解决生活成本问题。 Schroders经济学家布朗指出，若能从家庭能 ...

Company Overview - Sempra (SRE) is anticipated to report a year-over-year decline in earnings, with expected earnings of $0.83 per share, reflecting a decrease of 6.7% compared to the previous year [3][12] - The company's revenues are projected to be $3.15 billion, which represents an increase of 4.7% from the same quarter last year [3] Earnings Expectations - The earnings report is scheduled for release on August 7, and the actual results will significantly influence the stock price, depending on whether they meet or exceed expectations [2][12] - The consensus EPS estimate has been revised 8.84% higher in the last 30 days, indicating a more optimistic outlook from analysts [4] Earnings Surprise Prediction - Sempra has an Earnings ESP (Expected Surprise Prediction) of +0.60%, suggesting a likelihood of beating the consensus EPS estimate [12] - The company currently holds a Zacks Rank of 2 (Buy), which, when combined with a positive Earnings ESP, indicates a strong potential for an earnings beat [10][12] Historical Performance - In the last reported quarter, Sempra exceeded the expected earnings of $1.21 per share by delivering $1.44, resulting in a surprise of +19.01% [13] - Over the past four quarters, Sempra has only beaten consensus EPS estimates once [14] Industry Context - In the Zacks Utility - Gas Distribution industry, Atmos Energy (ATO) is expected to report earnings of $1.17 per share, reflecting a year-over-year increase of 8.3% [18] - Atmos Energy's revenue is projected to be $940.91 million, up 34.1% from the previous year [18] - Despite a recent downward revision of 3.4% in the consensus EPS estimate for Atmos, it has a Zacks Rank of 3 (Hold) and an Earnings ESP of 0%, making predictions about its performance less conclusive [19]

Group 1 - Energy prices in the UK are expected to decrease by 7% starting in July, bringing average annual energy costs for households down to £1,720 [1] - Cornwall Insight predicts that the average annual reduction in gas and electricity costs for UK households will be approximately £129, influenced by falling wholesale gas prices due to tariffs and warm weather [1] - The predicted decrease is less than Cornwall Insight's previous forecast of a 9% reduction to £1,683, as wholesale prices have risen again and estimates for policy and grid charges have been updated [1] Group 2 - Ofgem will confirm the price cap level for July to September, with Cornwall Insight's predictions based on the assumption that suppliers will continue to charge an annual fee of £28 to assist indebted customers [2] - The forecast for further reductions in the price cap in upcoming quarters will be influenced by multiple factors, including climate change patterns, EU gas storage rule relaxations, ongoing disputes over US tariffs, and the repercussions of the Ukraine war [2] - The decrease in the price cap is seen as a positive development, providing much-needed relief for households facing high energy costs, although current prices remain significantly above early 21st-century levels [2]