英国6月通胀率升至3.6%，使英国央行降息前景复杂化。英国6月份通胀率攀升至3.6%，超过预期，在顽固的潜在价格压力下，可能会使英格兰银行的降息预期复杂化。

UK Inflation Rose to 3.6% in June, Complicating BOE Rate Cut Outlook.UK inflation climbed to 3.6% in June, exceeding forecasts and potentially complicating Bank of England rate cut expectations amid stubborn underlying price pressures.

英国央行行长曼恩警告称，需求激增而供应增长不足可能导致通胀受挫。英格兰银行利率制定者凯瑟琳·曼周三表示，如果没有相应的供给侧增长，强劲的需求可能会给经济带来“糖高”的风险，最终可能会以糟糕的方式结束。

BoE's Mann warns demand surge without supply growth risks inflation setback.Bank of England interest rate-setter Catherine Mann said on Wednesday that strong demand without corresponding supply-side growth risks creating a "sugar high" for the economy that could end poorly.

周三，富时100指数持平，矿业股的涨幅抵消了零售商和制药股的跌幅。力拓领涨该指数，涨幅超过2%，此前该公司提前了几内亚西芒杜铁矿石项目的发货时间表，并报告称，在飓风中断后，第二季度铁矿石出口有所复苏。力拓铁矿石部门负责人Simon Trott被任命为该公司的新任首席执行官。力拓还指出，美国对加拿大铝的关税使上半年成本增加了3亿美元。Antofagasta（+1.9%）和Fresnillo（+1.2%）等其他矿商因铁矿石和黄金价格走强而上涨。石油巨头壳牌和英国石油公司也小幅上涨。相比之下，B&M股价延续了周二的跌势，下跌2.5%，Barratt股价下跌1.6%，此前这两只股票在疲软的更新后暴跌。阿斯利康的AL淀粉样变性药物在一项关键试验中失败后下跌了1%以上。与此同时，英国6月份通胀率为3.6%，高于预期，引发了人们对利率预期的担忧。

The FTSE 100 was flat on Wednesday as gains in miners offset losses in retailers and pharma stocks. Rio Tinto led the index, rising over 2%, after it advanced the timeline for shipments from its Simandou iron ore project in Guinea and reported a recovery in iron ore exports in Q2 following cyclone disruptions. The update came as Simon Trott, head of Rio's iron ore division, was named the company’s new CEO. Rio also noted that U.S. tariffs on Canadian aluminium increased costs by $300 million in H1. Other miners like Antofagasta (+1.9%) and Fresnillo (+1.2%) rose on stronger iron ore and gold prices. Oil majors Shell and BP edged higher as well. In contrast, B&M shares extended Tuesday’s losses, down 2.5%, and Barratt slipped 1.6% after both stocks slumped following weak updates. AstraZeneca dropped over 1% after its AL amyloidosis drug failed a key trial. Meanwhile, UK inflation came in at 3.6% in June, above forecasts, raising concerns over interest rate expectations.

英镑兑美元跌至1.34，为2025年5月以来的最低水平。过去4周，英镑兑美元下跌0.41%，过去12个月上涨2.82%。

GBPUSD decreased to 1.34, the lowest since May 2025. Over the past 4 weeks, British Pound US Dollar lost 0.41%, and in the last 12 months, it increased 2.82%.