英国Rightmove房价指数（年环比）从之前的1.2%降至6月份的0.8%。英国Rightmove房价指数（年环比）从之前的1.2%降至6月份的0.8%

United Kingdom Rightmove House Price Index (YoY) dipped from previous 1.2% to 0.8% in June.United Kingdom Rightmove House Price Index (YoY) dipped from previous 1.2% to 0.8% in June

英国Rightmove房价指数（月环比）从之前的0.6%降至6月份的-0.3%。英国Rightmove房价指数（月环比）从之前的0.6%降至6月份的-0.3%

United Kingdom Rightmove House Price Index (MoM) fell from previous 0.6% to -0.3% in June.United Kingdom Rightmove House Price Index (MoM) fell from previous 0.6% to -0.3% in June

周五，富时100指数下跌0.4%，收于8851点，从周四的历史高点回落，中东紧张局势升级引发全球股市普遍抛售。然而，与欧洲同行的更大跌幅相比，英国基准指数的跌幅更为温和。以色列对伊朗发动了大规模袭击，标志着敌对行动的显著升级，加剧了人们对该地区更广泛冲突的担忧。国际航空集团（International Airlines Group）的股价跌幅最大，为4.5%。易捷航空（-3.5%）、葛兰素史克（-2.5%）和京东体育（-1.9%）也录得巨额亏损。相比之下，在安全风险加剧和能源价格上涨的情况下，石油、天然气和国防类股表现优异，即BAE Systems（3.3%）、BP（2%）、Fresnillo（1.7%）和壳牌（1%）。本周，富时100指数微涨0.1%。

The FTSE 100 fell 0.4% to close at 8,851 on Friday, pulling back from Thursday’s record high, as escalating tensions in the Middle East sparked a broad-based sell-off across global equity markets. However, the decline in the UK benchmark was more modest compared to heavier losses seen across its European peers. Israel launched widescale strikes against Iran, marking a significant escalation in hostilities that fueled fears of a broader conflict in the region. Shares of International Airlines Group were among the hardest hit, falling 4.5%. EasyJet (-3.5%), GSK (-2.5%) and JD Sports (-1.9%) also booked big losses. In contrast, oil, gas, and defense stocks outperformed amid heightened security risks and rising energy prices, namely BAE Systems (3.3%), BP (2%), Fresnillo (1.7%) and Shell (1%). On the week, the FTSE 100 edged up 0.1%.

英格兰银行预览——稳健前行。我们预计，英格兰银行将根据共识和市场定价，在6月19日星期四将银行利率保持在4.25%不变。我们预计投票结果将是7比2，多数人投票支持不变的决定，Dhingra和Taylor投票支持削减25个基点。

Bank of England Preview – Steady as She Goes.We expect the Bank of England to keep the Bank Rate unchanged at 4.25% on Thursday 19 June in line with consensus and market pricing. We expect the vote split to be 7-2 with the majority voting for an unchanged decision and Dhingra and Taylor voting for a 25bp cut.