英镑/美元 (GBPUSD) 加自选

美元在押注美联储放缓降息、特朗普可能获胜方面表现突出。周四，美元兑主要货币汇率接近三个月高点，受美联储降息步伐放缓的预期以及对唐纳德·特朗普可能连任总统的押注增加的支撑。

Dollar stands tall on bets for slower Fed cuts, potential Trump win.The U.S. dollar traded close to a three-month high against major peers on Thursday, underpinned by expectations for a slower pace interest rate cuts by the Federal Reserve and growing bets of a possible second Donald Trump presidency.

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.

纳斯达克100指数期货周四反弹，特斯拉在盘后交易中飙升12%，得益于7.39亿美元的汽车监管信贷，第三季度利润好于预期。标准普尔500指数期货也小幅上涨，而道琼斯指数期货则进一步下跌。与此同时，在咨询和基础设施部门的收入低于预期后，IBM在盘后交易中暴跌近3%。在周三的常规交易中，道琼斯指数下跌0.96%，标准普尔500指数下跌0.92%，纳斯达克综合指数下跌1.6%。这些损失发生之际，美国国债收益率上升继续拖累股市，而投资者在第三季度财报季中表现良好。在强劲的经济数据下，基准10年期美国国债收益率达到4.25%，同时美联储官员对未来降息的步伐发出了谨慎的基调。投资者现在期待周四UPS、美国航空公司和诺斯罗普·格鲁曼公司等公司的更多收益。

Nasdaq 100 futures rebounded on Thursday as Tesla surged 12% in after-hours trading on better-than-expected third quarter profit bolstered by $739 million in automotive regulatory credit. S&P 500 futures also edged up while Dow futures fell further. Meanwhile, IBM tumbled nearly 3% in extended trading after its consulting and infrastructure units fell short of revenue expectations. In regular trading on Wednesday, the Dow fell 0.96%, the S&P 500 dropped 0.92% and the Nasdaq Composite declined 1.6%. Those losses came as rising Treasury yields continued to weigh on equities, while investors navigated the third quarter earnings season. The benchmark 10-year US yield reached 4.25% amid strong economic data and as Fed officials sounded a cautious tone over the pace of future rate cuts. Investors now look ahead to more earnings on Thursday from UPS, American Airlines and Northrop Grumman, among others.

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.