在伦敦，富时100指数周五上涨47点，涨幅0.57%。国家电网（4.41%）、森特理克（2.59%）、塞文特伦特（2.48%）领涨。跌幅最大的是京东体育时尚（-8.11%）、英国联合食品公司（-4.14%）和奥卡多集团（-1.83%）。

In London, the FTSE 100 Index gained 47 points or 0.57 percent on Friday. Gains were led by , National Grid (4.41%), Centrica (2.59%), Severn Trent (2.48%). Biggest losers were , JD Sports Fashion (-8.11%), Associated British Foods (-4.14%), Ocado Group (-1.83%).

周五，富时100指数小幅上涨，收于8275点，投资者消化了大西洋两岸的最新通胀数据，这并没有改变近期降息的预期。在国内经济方面，英格兰银行的数据显示，4月份消费者信贷减半，而由于购房者等待今年夏天晚些时候可能的降息，抵押贷款审批下降。在个股中，杰富瑞重申对这家能源基础设施公司的“买入”评级后，国家电网以超过26%的涨幅领涨。英国天然气公司所有者森特理克紧随其后，在加拿大皇家银行资本市场从“行业表现”升级为“跑赢大盘”后上涨2.7%。不利的一面是，京东体育时尚（JD Sports Fashion）股价下跌近5%，此前该公司报告称，由于继续投资其门店，其年度利润低于预期。此外，Primark的所有者英国联合食品公司股价下跌4.1%。富时100指数录得1.6%的月度涨幅，但周跌幅为0.5%。

The FTSE 100 ended slightly higher at 8,275 on Friday, as investors digested the latest inflation figures from both sides of the Atlantic, which did not alter expectations of near-term rate cuts. On the domestic economic front, data from the Bank of England revealed that consumer credit halved in April, while mortgage approvals dropped as buyers awaited a potential interest rate cut later this summer. Among single stocks, National Grid led the gains with an over 26% jump after Jefferies reiterated its ‘buy’ rating on the energy infrastructure firm. British Gas owner Centrica, followed suit, up 2.7% after an upgrade to ‘outperform’ from ‘sector perform’ at RBC Capital Markets. On the downside, JD Sports Fashion tumbled nearly 5% after it reported lower-than-expected annual profits as it continued to invest in its store estate. Also, Primark-owner Associated British Foods fell 4.1%. The FTSE 100 booked a monthly gain of 1.6%, but posted a 0.5% weekly fall.

英镑升至1.275美元大关以上，从5月29日触及的1.27美元水平反弹至接近5周新高，因为PCE通胀数据向投资者保证，美联储今年有降息空间。4月份，核心PCE价格与3月份相比有所放缓，而总体月度和年度价格保持稳定，符合预测。与此同时，英国的年通货膨胀率降至2.3%，接近英格兰银行2%的目标，但超过了预测的2.1%。因此，投资者现在预计英国央行将于9月首次降息，与6月早些时候的共识有所不同。由于总理苏纳克出人意料地宣布在7月初举行大选，6月降息的可能性进一步降低。尽管英国央行强调其独立性，但此前有关政治干预的指控使市场更倾向于预期9月的降息。

The British pound rose to above the $1.275 mark, rebounding from the $1.27 level touched on May 29th to near fresh 5-week highs, as PCE inflation data reassured investors that the Federal Reserve has room to cut rates this year. In April, core PCE prices slowed compared to March, while the headline monthly and annual rates remained steady, meeting forecasts. Meanwhile, the UK's annual inflation rate eased to 2.3%, approaching the Bank of England's target of 2% but exceeding the forecasted 2.1%. As a result, investors now anticipate the BoE’s first rate cut in September, shifting from the earlier consensus of June. The likelihood of a June rate cut was further reduced by Prime Minister Sunak’s unexpected announcement of a general election in early July. Despite the BoE emphasizing its independence, previous allegations of political interference have made markets more inclined to expect a September cut.

2024年4月，英国个人净借贷了24亿英镑的抵押贷款债务，为2022年11月以来最多，而3月上调了5亿英镑，远高于预测的4.5亿英镑。自2022年10月以来，净抵押贷款的年增长率首次从3月份的-0.1%的历史低点上升至0.2%。贷款总额从205亿英镑小幅上升至206亿英镑，为2023年1月以来的最高水平。另一方面，还款总额从194亿英镑降至190亿英镑。

Individuals in the United Kingdom borrowed, on net, £2.4 billion of mortgage debt in April 2024, the most since November 2022, compared to an upwardly revised £0.5 billion in March, and way above forecasts of £0.45 billion. The annual growth rate for net mortgage lending rose for the first time since October 2022 to 0.2% from a record low of -0.1% in March. Gross lending rose slightly to £20.6 billion from £20.5 billion, its highest level since January 2023. On the other hand, gross repayments decreased to £19.0 billion from £19.4 billion.