英国7年期国债 (UK7Y) 加自选

富时100指数周一徘徊在8830附近，由于投资者在伦敦举行的美中贸易谈判中保持谨慎，因此变化不大。在企业新闻方面，芯片公司Alphawave在同意高通以24亿美元收购后飙升20%，而思百吉在与Advent International谈判的消息传出后飙升60%。这两份报价都有很大的溢价，突显出买家估值与市场对英国上市公司的看法之间的差距。广告巨头WPP表示，其首席执行官将于今年辞职，其股票在2025年的富时100指数中表现最差。帝亚吉欧上涨，欧洲酒类股上涨，而目前似乎不太可能出现英国石油公司收购的猜测。

The FTSE 100 hovered near 8,830 on Monday, showing little change as investors stayed cautious amidst US-China trade talks in London. In corporate news, Chip firm Alphawave surged 20% after agreeing to a $2.4B takeover by Qualcomm, while Spectris soared 60% on news of talks with Advent International. Both offers came at big premiums, highlighting the gap between buyer valuations and the market's view of UK-listed firms. Ad giant WPP said its CEO will step down this year, with its stock among the FTSE 100’s worst performers in 2025. Diageo gained as European alcohol stocks rallied, while speculation about a BP takeover appears unlikely for now.

英国10年期国债收益率升至4.66%，投资者正在等待本周三的政府支出审查，该审查将制定到2029年的部门预算。尽管全球存在不确定性，但英国经济表现出了韧性，商业调查更为强劲，第一季度GDP表现稳健，预示着英国经济将从疲软状态复苏至2024年。然而，财政部长雷切尔·里夫斯表示，人们仍然对高公共债务水平感到担忧，公众渴望提高生活水平。市场预计英格兰银行将在6月19日的会议上保持利率稳定。本周英国的主要数据包括4月份的就业、GDP和工业产出数据。在全球范围内，在特朗普总统和Xi最近通话后，美中谈判代表今天在伦敦举行会议，在上个月日内瓦达成的初步贸易协议的基础上再接再厉。

The UK 10-year gilt yield rose to 4.66% as investors awaited the government’s spending review this Wednesday, which will set departmental budgets through 2029. The UK economy has shown resilience despite global uncertainty, with stronger business surveys and a solid Q1 GDP pointing to recovery from a weak end to 2024. However, concerns remain about high public debt levels, and the public is eager for improvements in living standards, according to Finance Minister Rachel Reeves. Markets expect the Bank of England to keep interest rates steady at its June 19 meeting. This week’s key UK data includes April figures on jobs, GDP, and industrial output. Globally, US and Chinese negotiators are meeting in London today to build on last month’s preliminary trade agreement from Geneva, following a recent call between Presidents Trump and Xi Jinping.

英镑/日元价格预测：随着货币对接近关键阻力位，牛市将占据上风。英镑（GBP）兑日元（JPY）周一仍接近数月高点，英镑/日元对接近测试关键的斐波那契阻力区。在2024年8月下旬接近180.09触底后，该货币对稳步回升，最近的价格走势表明，买家正试图突破197.00，这是2023年7月至8月下跌趋势的关键61.8%斐波那契回撤位。

GBP/JPY Price Forecast: Bulls keep the upper hand as pair approaches key resistance level.The British Pound (GBP) remains near multi-month highs against the Japanese Yen (JPY) on Monday, with the GBP/JPY pair close to testing a key Fibonacci resistance zone. After bottoming out in late August 2024 near 180.09, the pair has steadily recovered, and recent price action suggests buyers are attempting to break above 197.00, the critical 61.8% Fibonacci retracement level of the July-August 2023 downtrend.

英镑/日元从196.00调整，上调后的日本第一季度GDP支撑日元。周一欧洲交易时段，英镑/日元从196.00的盘中高点回落至195.65附近。由于日元（JPY）在修订后的第一季度国内生产总值（GDP）数据显示经济保持平稳后上涨，该货币对面临轻微的抛售压力。

GBP/JPY corrects from 196.00 as upwardly revised Japan's Q1 GDP supports Yen.The GBP/JPY pair retraces to near 195.65 during European trading hours on Monday from the intraday high of 196.00. The pair faces slight selling pressure as the Japanese Yen (JPY) gains after the revised Q1 Gross Domestic Product (GDP) data showed that the economy remained flat.