英镑/澳元 (GBPAUD) 加自选

在伦敦，富时100指数周五上涨74点，涨幅0.92%。Natwest（5.80%）、Ashtead（5.26%）和英美资源集团（4.22%）领涨。跌幅最大的是Convatec Group（-6.60%）、Beazley（-3.08%）和Entain（-2.87%）。

In London, the FTSE 100 Index gained 74 points or 0.92 percent on Friday. Gains were led by Natwest (5.80%), Ashtead (5.26%) and Anglo American (4.22%). Biggest losers were Convatec Group (-6.60%), Beazley (-3.08%) and Entain (-2.87%).

受美国科技巨头和英国Darktrace上涨的积极盈利结果的提振，富时100指数周五升至8140点的新纪录。托马·布拉沃（Thoma Bravo）以53.2亿美元收购了这家中型股公司，股价飙升超过17%。与此同时，投资者消化了来自欧洲和美国的经济数据，欧洲央行的调查显示，通胀预期降至两年多来的低点，美国PCE报告指出价格压力上升。当天涨幅最大的是Ashtead（4.8%）、NatWest（6%）、Anglo American（3.8%）、Rolls Royce（2.9%）和Lloyds Banking（2.3%）。NatWest在报告2024年第一季度利润下降27%，低于预期后有所增长。与此同时，英美资源集团（Anglo American）宣布拒绝必和必拓（BHP）的机会主义提议，抹去了早盘的跌幅。在红色数值中，阿斯利康（-0.8%）和英国石油公司（-0.7%）脱颖而出。此外，尽管培生基本销售额达到预期，但表现平平。每周，该指数有望上涨3%以上，创下7个月来的最佳表现。

The FTSE 100 rose to a new record of 8,140 on Friday, buoyed by positive earnings results of the US tech giants and UK Darktrace rally. The mid-cap firm soared by over 17% on $5.32 billion buyout deal by Thoma Bravo. Meanwhile, investors digested economic data from Europe and the US, with ECB survey revealing that inflation expectations fell to an over-two-year low and US PCE report pointing to elevated price pressures. The top gainers of the day were Ashtead (4.8%), NatWest (6%), Anglo American (3.8%), Rolls Royce (2.9%), and Lloyds Banking (2.3%). NatWest increased after reporting a 27% fall in profit for the Q1 of 2024, less than anticipated. Meanwhile, Anglo American erased morning falls when the company announced the rejection of an opportunistic BHP proposal. In the red values, AstraZeneca (-0.8%) and BP (-0.7%) stood out. Also, Pearson was flat despite meeting its expectations for underlying sales. Weekly, the index was poised for over 3% rise, its best performance in 7 months.

4月底，英镑稳定在1.25美元左右，投资者消化了一系列美国经济数据，并通过英格兰银行决策者的混合信号进行分析。尽管最新数据表明，美国消费者支出和通胀压力在整个3月持续强劲，但它也显示，第一季度美国经济增长的放缓幅度比预期更大，这表明美联储不太可能在9月之前实施首次降息。在英国，副行长Dave Ramsden最近表示，英国通胀保持过高的风险已经降低，并可能低于英格兰银行的最新预测。另一方面，首席经济学家Huw Pill也指出，最新的经济发展使降息的可能性更加接近，尽管他警告说，降息可能还有一段时间。

The British pound steadied around $1.25 at the end of April, with investors digesting a slew of US economic data and parsing through mixed signals from Bank of England policymakers. While the latest figures pointed to sustained strength in US consumer spending and inflationary pressures throughout March, it also revealed a more significant slowdown in US economic growth during the first quarter than expected, suggesting that the Federal Reserve is unlikely to implement its first rate cut before September. In the UK, Deputy Governor Dave Ramsden recently suggested that the risk of British inflation remaining excessively high had diminished and might potentially dip below the Bank of England's latest projections. On the other hand, Chief Economist Huw Pill also noted that the latest economic developments had brought the possibility of a rate cut closer, although he cautioned that it might still be some time away.

英国10年期政府债券收益率在4月25日达到4.4086%的五个月高点后回落至4.3%，因为投资者处理了一系列美国经济数据及其对美联储政策轨迹的潜在影响。PCE最新报告显示，3月份消费者支出和通胀压力依然强劲，而周四公布的数据显示，美国第一季度经济增长放缓幅度超过预期。在英国，投资者一直在消化英格兰银行官员的混杂言论。副行长Dave Ramsden最近表示，英国通胀保持过高的风险已经降低，并可能低于英国央行的最新预测。另一方面，首席经济学家休·皮尔（Huw Pill）评论称，最新的经济消息使首次降息更加接近，尽管他警告称，这可能还有一段时间。

The UK 10-year government bond yield eased back to 4.3% after reaching a five-month peak of 4.4086% on April 25th, as investors processed a slew of US economic data and its potential impact on the Federal Reserve's policy trajectory. The latest PCE report revealed that both consumer spending and inflationary pressures remained robust in March, while data released on Thursday indicated a larger-than-expected slowdown in US economic growth during the first quarter. In the UK, investors have been digesting mixed remarks from Bank of England's officials. Deputy Governor Dave Ramsden suggested recently that the risk of British inflation remaining excessively high had diminished and could potentially fall below the BoE's most recent forecasts. On the other hand, Chief Economist Huw Pill commented that the latest economic news had brought a first rate cut closer, although he cautioned that it might still be a while off.