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上周五,官方數據顯示,9月份英國零售銷售意外增長,這與此前消費者對新政府本月稍晚公布的預算計劃中可能加稅的悲觀預期相反。9月份的銷售量增長了0.3%,超過了經濟學家預期的0.3%的下降。受此影響,英鎊兌美元上漲0.28%,收盤于1.3047美元。

(英鎊兌美元日線價格圖,來源:Trading View)
“在一段時間的高通脹導致消費者花費更多卻獲得更少後,我們終于看到支出增長與商品數量增加相伴而行” ,策略師約書亞·馬霍尼表示。由于市場仍在評估英國央行在11月和12月會議上降息的可能性,強勁的消費數據可能會減弱寬松預期。
與此同時,預計英國央行今年至少還會降息一次,最有可能會發生在11月,但12月也有進一步降息的可能。然而,鑒于英國的通脹,尤其是服務業的通脹比美國更為頑固,且經濟活動並未顯著下降,英國央行在進一步下調借貸成本時可能會更加謹慎。
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隨時隨地留意市場動態
市場易受供求關系變化的影響
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流動性兼顧深度與多元化,無隱藏費用
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