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英镑在PMI数据公布后走强 

英国央行在降息方面保持谨慎 

周一,英镑兑美元走强,原因是商业活动调查显示英国物价上涨,同时投资者为本周一系列央行会议做准备,包括周四的英国央行决议。GBP/USD上涨0.57%,收于1.2682。 

(GBP/USD日线价格图表,来源:Trading View) 

(GBP/USD日线价格图表,来源:Trading View) 

12月初步S&P全球综合PMI指数维持在50.5,略高于50.0的增长与收缩分界线,但低于路透社调查中经济学家预期的50.7。 

(英国综合PMI图表,来源:Investing.com) 

(英国综合PMI图表,来源:Investing.com) 

受薪资等投入成本增加的推动,企业收取的价格创下九个月来最快增速。PMI调查显示,2024年第四季度英国经济停滞,2025年初形势可能更加严峻。这表明英国央行的政策制定者在降息方面可能会更加谨慎,因为通胀压力的回升可能加剧2025年的经济风险。 

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