AC资本市场：英国央行谨慎态度拉动英镑兑美元上升，英国股市走低

分析师：Jon Hopkins

伦敦富时100指数（UK100）周三接近当日最低水平结束，下跌0.4% 至7,651点，为本周迄今最大跌幅，因投资者为周四关键的美国通胀数据做准备。

上周的美国就业报告未能达到市场预期的非常乐观预期，因此需要12月的消费者价格指数（CPI）报告来重新调整市场预期。共识观点是消费者价格月度上涨0.2%，年度上涨3.2%。

英国蓝筹指数中，零售商J·Sainsbury是最大的百分比下跌者，其在关键的圣诞季度潜在销售增长未能伴随着预期的盈利提升，导致股价下跌6.3%。

UK100 H1

在其他方面，诸如Admiral和Direct Line等保险公司在一份贸易媒体报告中称，英国监管机构可能调查保费融资产品，导致股价下跌。然而，房地产开发商的涨幅有助于限制富时100指数的下跌，此前住宅建设公司Persimmon发布了一份交易更新，尽管该公司承认今年房地产市场仍将面临挑战。

在货币市场上，英镑在最近的下跌后略有上升，对美元上涨0.078%，报价1.2740，前一交易日下跌0.25%。由于预计英国央行将对未来的降息保持谨慎态度，Cable仍然接近去年底触及的五个月高点。

GBPUSD H1

德意志银行的经济学家预测，英国通胀可能在今年春季降至英国央行的2%目标。在一份研究报告中，这家德国银行预测，2024年英国CPI通胀将年均为2.5%，低于之前的预测2.7%。

风险提示：

The information contained in this market commentary is of general nature only and does not take into account your objectives, financial situation or needs. You are strongly recommended to seek independent financial advice before making any investment decisions.

Trading margin forex and CFDs carries a high level of risk and may not be suitable for all investors. Investors could experience losses in excess of total deposits. You do not have ownership of the underlying assets. AC Capital Market (V) Ltd is the product issuer and distributor. Please read and consider our Product Disclosure Statement and Terms and Conditions, and fully understand the risks involved before deciding to acquire any of the financial products provided by us.

The content of this market commentary is owned by AC Capital Market (V) Ltd. Any illegal reproduction of this content will result in immediate legal action.