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.

在伦敦，富时100指数周三下跌51点，跌幅0.61%。损失由3i（-2.45%）、英美资源集团（-2.35%）和Endeavor（-2.30%）造成。涨幅最大的是WPP（5.55%）、利洁时（4.12%）和DS Smith（3.33%）。

In London, the FTSE 100 Index decreased 51 points or 0.61 percent on Wednesday. Losses were driven by 3i (-2.45%), Anglo American (-2.35%) and Endeavour (-2.30%). Biggest rises came from WPP (5.55%), Reckitt Benckiser (4.12%) and DS Smith (3.33%).

周三，富时100指数连续第四个交易日延续下跌，因为投资者在英国预算和美国大选之前避开了风险资产。受美元走强的压力，铜价下跌，工业金属矿商下跌1.8%，而贵金属矿商因黄金反弹暂停而下跌1.5%。对特朗普潜在总统任期的担忧，以及可能引发通货膨胀的政策，使投资者保持谨慎。随着9月份通货膨胀率降至1.7%，预计英格兰银行将在11月降息，12月可能再次降息。投资者等待英国央行行长安德鲁·贝利的讲话和周四公布的PMI数据。WPP股价上涨超过5%，收入好于预期，而利洁时在报告销售额降幅小于预期后上涨4%。

The FTSE 100 extended its decline for a fourth straight session on Wednesday, as investors avoided risk assets ahead of the UK budget and the U.S. election. Industrial metal miners fell 1.8% due to lower copper prices, pressured by a stronger US dollar, while precious metal miners dropped 1.5% as gold's rally paused. Concerns over a potential Trump presidency, with policies that could raise inflation, kept investors cautious. The Bank of England is expected to cut rates in November, with another cut likely in December, as inflation eased to 1.7% in September. Investors await remarks from BoE Governor Andrew Bailey and flash PMI data due Thursday. WPP shares jumped over 5% on better-than-expected revenue, while Reckitt gained 4% after reporting a smaller-than-expected decline in sales.