富时100指数周一小幅下跌，在年底前假期活动疲软的情况下交易接近8100点。由于明年货币政策和特朗普总统任期内的全球经济前景存在不确定性，投资者缩减了头寸。在企业方面，劳斯莱斯控股公司是最大的输家之一，跌幅超过1%，可能与昨天的韩国空难有关，这可能会给波音及其供应商带来进一步的挑战。此外，由于铜、铁矿石和黄金价格低迷，矿业股也面临压力。另一方面，Airtel Africa、Entain和Pershing Square Holdings的涨幅最大，从0.3%到0.6%不等。

The FTSE 100 dipped slightly on Monday, trading near 8,100 in subdued holiday activity ahead of the year-end. Investors scaled back positions amid uncertainty about monetary policy for the coming year and the global economic outlook under a Trump presidency. On the corporate front, Rolls-Royce Holdings was among the top losers, down over 1%, potentially linked to yesterday's Korean air crash, which could lead to further challenges for Boeing and its suppliers. Also, mining stocks were under pressure, amid subdued prices of copper, iron ore and gold. On the flip side, Airtel Africa, Entain and Pershing Square Holdings posted the largest gains, ranging from 0.3% to 0.6%.

周五，富时100指数上涨约0.2%，收于8150点，在假期暂停后交易清淡，与其他欧洲同行一致。与此同时，随着2024年接近尾声，交易员们仍然关注利率和经济增长的前景。在企业方面，英国天然气公司所有者森特理克公司领涨2.2%，宣布开始延长3亿英镑的股票回购，该回购将于2025年9月底完成。下一位领跌，下跌2.6%，因有报道称，就客流量而言，整个零售业的节礼日销售开局令人失望。本周，富时100指数上涨约0.8%。

The FTSE 100 rose about 0.2% to close at 8,150 on Friday, in light trading following a holiday pause, in line with other European peers. Meanwhile, traders remained focused on the outlook for interest rates and economic growth as 2024 nears its conclusion. On the corporate front, British Gas owner Centrica led the way, rising 2.2%, as it announced the start of the £300m extension of its share buyback, which is due to be completed by the end of September 2025. Next led the fallers, down by 2.6%, on reports of a disappointing start of the Boxing Day sales across the retail sector in terms of footfall. For the week, the FTSE 100 added around 0.8%.

英国10年期国债收益率升至4.6%以上，为2023年10月以来的最高水平，追随其他欧洲收益率的趋势，因为交易员调整了对主要央行降息放缓的预期。在美联储12月采取鹰派立场并担心天然气价格上涨可能推动通货膨胀之后，对欧洲央行降息的押注有所减少。在英国，英格兰银行将其关键利率保持在4.75%，但令人惊讶的投票结果表明，2025年可能会降息。尽管11月工资增长加速，通货膨胀率上升至2.6%，但英国经济仍面临挑战，第三季度GDP增长持平，第二季度修订后的数字仅为0.4%，这给首相基尔·斯塔默的政府带来了困难。

The UK 10-year gilt yield rose above 4.6%, its highest level since October 2023, following trends in other European yields as traders adjusted expectations for slower interest-rate cuts from major central banks. After the Federal Reserve's hawkish stance in December and concerns that higher natural gas prices could drive inflation, bets on ECB rate cuts were reduced. In the UK, the Bank of England kept its key rate at 4.75%, but a surprising vote split suggested potential rate cuts in 2025. Despite accelerating wage growth and inflation rising to 2.6% in November, the UK economy faces challenges, with flat GDP growth in Q3 and a revised Q2 figure of just 0.4%, posing difficulties for Prime Minister Keir Starmer's government.

周五，随着伦敦股市在圣诞节和节礼日假期后重新开放，富时100指数仍接近8140点的持平点，保持了自交易周以来的涨幅。交易员继续评估美联储和英格兰银行适度降息对英国企业部门的影响，利率期货显示，美联储将降息约25个基点，英国央行将降息两次25个基点。银行和能源生产商领涨伦敦股市，汇丰银行、巴克莱银行、壳牌和英国石油公司均上涨超过0.5%。反过来，工业金属矿商的交易大幅下跌，英美资源集团下跌1.4%，而力拓和嘉能可分别下跌0.4%，因为中国政府的财政支持对明年建筑和制造业活动的影响持续存在不确定性。

The FTSE 100 remained close to the flatline at the 8,140 mark on Friday, holding the increase from the thin-trading week as equity trading in London reopened after Christmas and Boxing Day holidays. Traders continued to assess the impact that the moderate pace of rate cuts for the Federal Reserve and Bank of England can have on the British corporate sector, with rate futures suggesting that roughly one 25bps rate cut is priced in for the Fed and two 25bps cuts are priced in for the BoE. Banks and energy producers led the gains in London, with HSBC, Barclays, Shell, and BP all adding more than 0.5%. In turn, industrial metal miners traded sharply lower, with Anglo American dropping 1.4% while Rio Tinto and Glencore fell 0.4% each amid sustained uncertainty over the impact that fiscal support from the Chinese government will have on construction and manufacturing activity next year.