英镑/纽币 (GBPNZD) 加自选

在伦敦，富时100指数周五下跌64点，跌幅0.70%。领跌的是Intertek（-6.74%）、Weir（-5.93%）和能多洁（-4.80%）。涨幅最大的是培生（6.29%）、梅尔罗斯（4.96%）和弗雷斯尼洛（2.79%）。

In London, the FTSE 100 Index fell 64 points or 0.70 percent on Friday. Leading the losses are Intertek (-6.74%), Weir (-5.93%) and Rentokil Initial (-4.80%). Top gainers were Pearson (6.29%), Melrose (4.96%) and Fresnillo (2.79%).

英国10年期政府债券收益率降至4.50%，为2025年7月以来的最低水平。在过去的4周里，英国10年期债券收益率下降了10.92个基点，在过去的12个月里，它上升了67.04个基点。

UK 10 Year Government Bond Yield decreased to 4.50%, the lowest since July 2025. Over the past 4 weeks, United Kingdom 10Y Bond Yield lost 10.92 basis points, and in the last 12 months, it increased 67.04 basis points.

英国10年期国债收益率跌至4.52%，接近四周低点，反映了美国国债收益率的下降，因为交易员在7月美国就业报告疲软后加大了对美联储进一步降息的押注。在英国，人们越来越期望英格兰银行在即将召开的会议上将利率下调25个基点至4%，并可能在年底前再次降息，因为重点从通胀控制转向支持疲软的经济。与此同时，在特朗普总统重申10%的全球基础关税并宣布对来自缺乏美国贸易协议的国家的进口征收高达41%的新报复性关税后，地缘政治紧张局势加剧。他还对涉嫌通过第三国转口的商品征收40%的关税，以绕过现有的限制。

The UK 10-year gilt yield fell to 4.52%, approaching a four-week low, mirroring declines in US Treasury yields as traders increase bets on further rate cuts by the Federal Reserve after July’s weak US payrolls report. In the UK, expectations are building that the Bank of England will lower interest rates by 25 basis points to 4% at its upcoming meeting, with another cut likely before year-end as the focus shifts from inflation control to supporting a faltering economy. Meanwhile, geopolitical tensions rose after President Trump reaffirmed a 10% global base tariff and unveiled new retaliatory duties of up to 41% on imports from countries lacking US trade deals. He also introduced a 40% tariff on goods suspected of being re-exported through third countries to bypass existing restrictions.

周五，新西兰元从盘中早些时候的两个月低点0.586美元升至0.59美元以上，停止了六个交易日的下跌，因为美元的暴跌抵消了美国对新西兰的新关税。尽管劳动力减少，但美国的工资大幅下调，失业率上升。与此同时，美国对新西兰的贸易税从4月份宣布的10%的基准上调至15%。将于下周生效的新关税率加剧了人们对新西兰出口导向型经济前景的担忧。此外，由于通胀预期上升，新西兰7月份消费者信心下降。新西兰元本周仍下跌约2%。

The New Zealand dollar rose above $0.59 on Friday from the two-month low of $0.586 earlier in the session, halting six session of losses as a plunge for the greenback offset fresh US tariffs on New Zealand. Payrolls in the US were revised sharply lower and the unemployment rate rose despite a lower labor force. Meanwhile, US trade levies on New Zealand were raised to 15% from the 10% baseline announced in April. The new tariff rate, set to take effect next week, has fueled concerns about the outlook for New Zealand’s export-driven economy. Additionally, consumer confidence in New Zealand dropped in July, amid expectations of rising inflation. The kiwi still fell around 2% in this week.