英镑/人民币 (GBPCNY) 加自选

2024年3月零售额持平，此前2月修正增长0.1%，未达到市场0.3%的增长预期。汽车燃料销售额增长3.2%，非食品商店增长0.5%，被食品商店和非商店零售商的下降所抵消，这两个商店分别下降了0.7%和1.5%。从本季度来看，与前三个月相比，截至3月的三个月贸易增长了1.9%。

Retail sales volumes were flat in March 2024, following a revised 0.1% rise in February and missing the market expectation of a 0.3% growth. Increases in sales of automotive fuel by 3.2% and non-food stores by 0.5% were offset by declines in food stores and non-store retailers, which experienced decreases of 0.7% and 1.5%, respectively. Looking at the quarter, trade increased by 1.9% in the three months to March when compared with the previous three months.

周五，上证综合指数下跌0.1%，收于3070点左右，深证成分股下跌1.1%，收于9273点。有报道称，以色列以伊朗、伊拉克和叙利亚为目标，报复德黑兰周末对以色列的袭击，中国内地股市连续两天上涨，全球市场出现抛售。由于美联储官员的鹰派言论进一步削弱了人们对降息的信心，中国股市也跟随华尔街的又一个疲软交易日。在中国，投资者期待着央行周一就关键贷款利率做出政策决定。科技股领跌，富士康工业（-4.9%）、曙光信息（-4%）、中机创新（-3.8%）、昆仑科技（-4.4%）和中兴通讯（-1.7%）跌幅居前。与此同时，上海和深圳指数将在本周结束时走高。

The Shanghai Composite shed 0.1% to around 3,070 while the Shenzhen Component dropped 1.1% to 9,273 on Friday, with mainland stocks snapping a two-day advance and tracking a selloff in global markets following reports that Israel targeted sites in Iran, Iraq and Syria in retaliation to Tehran’s weekend attack against Israel over the weekend. Chinese stocks also tracked another weak session on Wall Street as hawkish commentary from Federal Reserve officials further dented sentiment around interest rate cuts. In China, investors look forward to the central bank’s policy decision over key lending rates on Monday. Technology stocks led the decline, with losses from Foxconn Industrial (-4.9%), Dawning Information (-4%), Zhongji Innolight (-3.8%), Kunlun Tech (-4.4%) and ZTE Corp (-1.7%). Meanwhile, the Shanghai and Shenzhen indexes are set to end the week higher.

亚洲股市周五暴跌，此前有报道称，以色列以伊朗、伊拉克和叙利亚为目标，报复德黑兰周末对以色列的袭击，一波避险交易席卷了金融市场。一名美国官员向美国广播公司新闻证实，以色列导弹瞄准了一个市场担心可能是伊朗核设施的地点，但该官员无法证实伊拉克和叙利亚的地点是否也被击中。由于美联储官员的鹰派言论进一步削弱了人们对降息的信心，地区股市也跟随华尔街隔夜下跌。明尼阿波利斯联储主席尼尔·卡什卡利呼吁对降息保持耐心，称第一步可能要到2025年才能实施。在日本，数据显示，总体通胀率从2月份的3.8%小幅降至3月份的3.7%，而核心通胀率放缓至2.6%，超出预期。澳大利亚、日本、韩国、香港和中国股市均下跌。

Asian equity markets tumbled on Friday as a wave of risk-off trades took over financial markets following reports that Israel targeted sites in Iran, Iraq and Syria in retaliation to Tehran’s weekend attack against Israel over the weekend. A US official confirmed to ABC News that Israeli missiles targeted a site that markets fear could be an Iranian Nuclear Facility, but the official could not confirm whether Iraq and Syria sites were also hit. Regional shares also tracked losses on Wall Street overnight as hawkish commentary from Federal Reserve officials further dented sentiment around interest rate cuts. Minneapolis Fed President Neel Kashkari called for patience in rate reductions, saying the first move may not take place until 2025. In Japan, data showed that the headline inflation rate edged lower to 3.7% in March from 3.8% in February, while the core inflation rate slowed more than expected to 2.6%. Shares in Australia, Japan, South Korea, Hong Kong and China all declined.

富时100指数周四小幅上涨，此前一交易日受公司利好消息推动上涨0.7%。汇丰控股（HSBC Holdings）和联合利华（Unilever）均上涨约1-1.3%，阿斯利康（AstraZenca）上涨0.6%。易捷航空表现出色，得益于冬季的成功，协和合唱团以14亿美元收购了Hipgnosis Songs Fund，成为头条新闻。AJ Bell报告管理下的资产创下历史新高，而Deliveroo在第一季度的订单增长。不幸的是，Dunelm集团未能达到第三季度的销售预期。在英国央行最近的一次更新中，梅根·格林强调了对英国高工资增长和服务业通胀的担忧，这表明由于持续的通胀压力，降息可能会推迟。

The FTSE 100 edged higher on Thursday, following a 0.7% increase in the previous session driven by positive company updates. HSBC Holdings and Unilever both saw gains of around 1-1.3%, while AstraZenca rose by 0.6%. EasyJet performed well, boosted by a successful winter season, and Concord Chorus made headlines with a $1.4 billion acquisition of Hipgnosis Songs Fund. AJ Bell reported record assets under administration, while Deliveroo experienced order growth in Q1. Unfortunately, Dunelm Group missed sales expectations in Q3. In a recent BoE update, Megan Greene highlighted concerns over high wage growth and services inflation in the UK, suggesting a potential delay in interest rate cuts due to persistent inflationary pressures.