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周四,由于PMI数据好于预期,导致英镑大幅上涨,这表明英国经济在第三季度有望实现稳健增长。8月份的综合产出指数从7月份的52.8升至四个月来的最高点53.4,超出预期的52.9。服务业业务活动指数从7月份的52.5上升至53.3,超出预期的52.8。

(英国综合PMI数据)

(英国服务业PMI数据)
在8月份,根据调查显示,服务业增长也达到了四个月来的高峰值,而制造业产出则是这26个月来最快的速度增长。总体而言,商业活动表现出意外的强劲,服务业的强劲复苏抵消了之前制造业的深度下滑。
这一乐观的经济前景出现在通胀压力减轻之际,则通常会为英国央行进一步降息铺平道路。然而,经济表现强劲使得英国央行可以采取更加审慎的方式来决定是否进行额外的降息。总体来看,11月份是做出这些决定的理想时机,因为届时英国央行将会拥有更新的经济预测。
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