欧元/英镑 (EURGBP) 加自选

英国央行贝利：通胀率下降令人惊讶，但结构性经济变化带来不确定性。在国际金融研究所主办的一次活动中，英国央行安德鲁·贝利承认，英国的反通胀进展“比我们预期的要快”。然而，他对经济中可能持续承受价格压力的潜在“结构性变化”表示担忧。

BoE's Bailey: Disinflation surprising, but structural Economic changes pose uncertainty.At an event hosted by the Institute of International Finance, BoE Andrew Bailey acknowledged that disinflation in the UK is progressing “faster than we expected”. However, he expressed concerns about potential “structural changes” in the economy that could sustain price pressures.

2024年9月，英国汽车产量同比下降20.6%，至70039辆，连续第七个月下降，原因是制造商继续为新的零排放汽车进行改装，导致各种车型的生产结束。9月份的下降部分也是由于去年同期的强劲表现，这是自2020年以来的最佳表现。SMMT首席执行官Mike Hawes表示：“随着英国汽车业经历一个多世纪以来最彻底的转型，短期产量下降一直是意料之中的，这代表着为换取长期增长而进行的暂时调整。”本月早些时候，SMMT向财政部长Rachel Reeves发出了一封公开信，主张政府激励私人买家加快转向电动汽车。电动汽车产量下降37%，9月份生产了21309辆。

UK car production declined 20.6% year-on-year to 70,039 units in September 2024, falling for the seventh straight month due to the end of production of various models as manufacturers continued to retool for new zero-emission vehicles. September’s drop was also partly due to a strong performance in the same period last year, which was the best since 2020. SMMT CEO Mike Hawes said: “As UK Automotive undergoes its most radical transformation in more than a century, short-term production declines were always anticipated, and they represent a temporary adjustment in exchange for long-term growth.” Earlier this month, SMMT sent an open letter to finance minister Rachel Reeves advocating for government incentives to private buyers to speed up the switch to EVs. EV production slumped 37% with 21,309 units being manufactured in September.

周三，欧元跌至1.077美元以下，为7月初以来的最低水平，因为人们越来越预期欧洲央行将比美联储进一步降息。欧洲央行今年第三次降息，理由是通胀控制有所改善，欧元区经济前景恶化。欧洲央行行长克里斯蒂娜·拉加德的言论被解读为经济前景下调的信号，导致市场甚至考虑在12月降息50个基点。另一方面，强劲的美国经济数据抑制了人们对美联储大幅降息的预期，并提振了美元。

The euro slid below $1.077 on Wednesday, its lowest level since early July, amidst increasing expectations of more rate cuts by the European Central Bank compared to the US Federal Reserve. The ECB cut rates for the third time this year, citing improved inflation control and worsening economic prospects for the Eurozone. ECB President Christine Lagarde's comments were interpreted as signaling a downgrade in the economic outlook, leading markets even to consider a 50bps rate cut in December. On the other hand, strong US economic data has dampened expectations for aggressive rate cuts by the Federal Reserve and lifted the dollar.

富时MIB指数连续第三个交易日下跌，周三下跌0.3%，收于34625点，为一周来的最低水平，因为投资者权衡了大公司的盈利报告，并关注了美国利率的前景。行业表现喜忧参半，汽车行业上涨，包括法拉利（+0.6%）和Stellantis（+3.1%），而科技公司意法半导体也上涨（+1.6%）。在下行方面，银行股下跌，其中锡耶纳银行（-3.1%）、联合圣保罗银行（-1.1%）和联合信贷银行（-0.5%）领跌。

The FTSE MIB fell for the third consecutive session, slipping 0.3% to close at 34,625 on Wednesday, its lowest level in a week, as investors weighed earnings reports from major companies and monitored the outlook for U.S. interest rates. Sector performance was mixed, with gains in the automotive sector, including Ferrari (+0.6%) and Stellantis (+3.1%), while technology firm STMicroelectronics also advanced (+1.6%). On the downside, banking stocks saw declines, led by Banca Monte dei Paschi di Siena (-3.1%), Intesa Sanpaolo (-1.1%), and UniCredit (-0.5%).