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周四,英國央行將利率下調25個基點至4.75%,符合市場預期。這是自2020年以來的第二次降息,行長安德魯·貝利表示未來的降息步伐可能會逐步進行。
貨幣政策委員會(MPC)以8比1的投票結果支持降息,將利率從5%下調至4.75%,超出路透社調查中預期的7比2投票結果。決議公布後,英鎊兌美元從約1.2906上漲至1.2932,並最終上漲0.83%,收于1.2985。

(英鎊兌美元日線價格圖,來源:Trading View)
貝利在評論中指出,盡管預計整體財政政策將按預期收緊,但預算調整可能會在預測期內減少經濟的閑置産能。他強調需要更廣泛地降低服務價格通脹,以保持2%的消費者價格通脹目標。同時,貝利提醒不要指望利率路徑會有顯著變化。
彙豐資産管理公司的侯賽因·邁赫迪表示:“我們正處于‘永久赤字’的時代,這反映出通過政治優先事項來促進增長和生産率的努力。”他認為,降溫的勞動力市場應有助于在未來幾個月中對服務通脹施加下行壓力,但最新的英國預算可能會在長期內增加通脹壓力。
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隨時隨地留意市場動態
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