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标普全球报告英国7月综合 PMI 自初值 52.7 上修至 52.8,与前月的 52.3 相比扩张速度加快。 英国私企成长受到需求带动,特别是出口贸易,达到 2023 年 4 月以来最高水平。 就业增长率创 13 个月新高,积压待配订货减少。 尽管投入成本上扬,见三个月最大增幅,终端价格上涨有限。
另外,英国7月零售销售年增0.3%,反转6月0.5% 的减幅,并和预估一致。 零售业的改善恰逢英国央行开始降息,引发市场对下半年消费成长的期待。

(英国综合PMI,标普全球)
英镑/美元摔至1.273,近一个月低点,因投资人押注央行会加快减息步伐。 受美国经济担忧日益加剧影响,英国政府公债殖利率触及数月新低。 投资者目前猜测在年底前有降息两次一码空间。

(GBPUSD月线图)
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