英国央行行长安德鲁·贝利对持续通胀表示担忧后，英国10年期国债收益率升至4.27%，接近16周高点。尽管贝利指出通货膨胀率低于预期，通货紧缩的发生速度也快于预期，但他强调了关于经济中可能使通货膨胀率居高不下的潜在结构性变化的“悬而未决的问题”。他还强调了对服务业通胀的担忧，目前通胀仍然过高。利率期货现在显示，英国央行在11月降息25个基点的可能性为86%，低于本周早些时候的100%。

The yield on the UK 10-year gilt rose to 4.27%, nearing a 16-week high, after Bank of England Governor Andrew Bailey raised concerns about persistent inflation. While Bailey noted inflation was lower than expected and disinflation was happening faster than anticipated, he emphasized "outstanding questions" about potential structural changes in the economy that could keep inflation elevated. He also highlighted concerns about services inflation, which remains too high. Interest rate futures now show an 86% chance of a quarter-point rate cut by the BoE in November, down from 100% earlier in the week.

在伦敦，富时100指数周四上涨50点，涨幅0.60%。领涨的是英美资源集团（3.51%）、巴克莱银行（3.32%）和联合利华（3.14%）。跌幅最大的是Bunzl（-2.23%）、Frasers Group（-1.38%）和能多洁（-1.02%）。

In London, the FTSE 100 Index is gaining 50 points or 0.60 percent on Thursday. Leading the gains are Anglo American (3.51%), Barclays (3.32%) and Unilever (3.14%). Top losers are Bunzl (-2.23%), Frasers Group (-1.38%) and Rentokil Initial (-1.02%).

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.