英镑/新加坡元 (GBPSGD) 加自选

英国皇家特许测量师学会英国住宅市场调查的房价平衡从4月的-7降至2024年5月的-17，为1月以来的最低水平。在3月和4月基本保持稳定后，最新数据显示，本月房价略有下跌。也就是说，尽管在最近的调查期间，英格兰几乎所有地区的价格都回落到了一定程度，但苏格兰和北爱尔兰的情况仍然截然不同，这两种情况下的价格都保持在上升轨道上。展望未来，三个月的前景为-12%，这表明房价可能会面临进一步的下行压力。与此同时，12个月的前景进一步改善至+41%，这是自2022年4月以来的最高值，因为贡献者仍然坚信房价将在未来一年走高。

The RICS UK Residential Market Survey house price balance, which measures the gap between the percentage of respondents seeing rises and falls in house prices, fell to -17 in May 2024 from -7 in April, the lowest since January. Having held broadly steady in both March and April, the latest reading suggests that house prices fell slightly during the month. That said, while prices pulled back to a certain degree in virtually all regions of England during the latest survey period, Scotland and Northern Ireland continue to see a very different picture, with prices remaining on an upward trajectory in both cases. Looking ahead, the three-month outlook came in at -12%, suggesting further downside pressure could be seen for house prices. Meanwhile, the twelve-month outlook improved further to +41%, the most elevated reading since April 2022, as contributors remain firmly of the view that house prices will move higher in the coming year.

英镑回吐了部分涨幅，但仍保持在1.28美元以上，为三个月来的最高水平，这得益于美元因美国通胀低于预期而大幅下跌。与此同时，美联储如预期保持利率稳定，并表示今年只降息一次，明年降息四次，低于市场对2024年的预期。在英国，预计英格兰银行下周将保持利率不变，交易员预计8月或9月将降息。最新数据显示，英国经济在4月份停滞不前，与预测一致，而工业生产和建筑业产出的降幅远超预测。劳工数据显示，工资增长仍在上升，但失业率意外上升至4.4%，为2021年9月以来的最高水平，职位空缺数量仍在下降。

The British pound pared some gains but remained above $1.28, the highest in three months, capitalizing on the dollar's significant fall due to slower-than-expected US inflation. Meanwhile, the Fed kept rates steady as expected and signaled only one rate cut this year and four reductions next year, less than market expectations for 2024. In the UK, the Bank of England is expected to keep rates unchanged next week, with traders anticipating a rate cut in August or September. The latest data showed the UK economy stalled in April, in line with forecasts, while industrial production and construction output fell way more than forecasts. Labour data showed wage growth remains elevated but the unemployment rate unexpectedly rose to 4.4%, the highest since September 2021 and the number of vacancies was still falling.

在伦敦，富时100指数周三上涨83点，涨幅1.01%。涨幅居前的是能多洁初始（14.29%）、圣詹姆士（5.27%）、柿子（4.33%）。

In London, the FTSE 100 Index gained 83 points or 1.01 percent on Wednesday. Gains were led by , Rentokil Initial (14.29%), St. Jamess (5.27%), Persimmon (4.33%).

周三下午，受支持潜在降息的新数据推动，富时100指数将涨幅扩大至1%以上，扭转了连续三个交易日的跌幅。在美国，最新的CPI报告低于预期，增加了9月份降息的可能性。在英国，正如预期的那样，英国经济在2024年4月陷入停滞，而工业生产和建筑产量的下降幅度超过了预期，这可能会给英格兰银行在夏末放松货币政策提供更多的回旋余地。在企业新闻中，Rentokil股价上涨超过14%，此前有报道称，激进投资者Nelson Peltz的Trian基金管理公司积累了该公司的股份。

The FTSE 100 extended gains to more than 1% on Wednesday afternoon, reversing three consecutive sessions of losses, fueled by new data supporting potential interest rate cuts. In the US, the latest CPI report came in below expectations, increasing the likelihood of a rate cut in September. In the UK, the British economy stalled in April 2024, as anticipated, while industrial production and construction output fell more than forecast, potentially giving the Bank of England more leeway to ease monetary policy by the end of summer. In corporate news, Rentokil jumped more than 14%, following reports that activist investor Nelson Peltz’s Trian Fund Management had amassed a stake in the company.