英镑/日元价格预测：牛市在势头减弱的情况下捍卫关键的200.00支撑位。英镑/日元价格预测：牛市在势头减弱的情况下捍卫关键的200.00支撑位

GBP/JPY Price Forecast: Bulls defend key 200.00 support amid fading momentum.GBP/JPY Price Forecast: Bulls defend key 200.00 support amid fading momentum

英国10年期国债收益率升至4.48%，为两周多来的最高水平，市场正在关注即将出台的预算并消化英格兰银行的最新决定。英国央行以5比4的微弱票数将利率维持在4%，行长安德鲁·贝利（Andrew Bailey）打破了平衡。四名成员支持将利率下调25个基点至3.75%。该行表示，9月份3.8%的通胀率可能是峰值，贝利表示风险已经缓解，接近支持削减。现在的指导意见表示，利率可能会继续逐步下降。市场预计12月将降息，等待工党政府的预算和更多的通胀和就业数据。交易员预计25个基点移动的可能性为60%，利率将稳定在3.5%左右。随着预算的临近，市场预计会出现更多波动。

The UK 10-year gilt yield rose to 4.48%, the highest in over two weeks, as markets looked to the upcoming budget and digested the Bank of England’s latest decision. The BoE kept rates at 4% in a tight 5–4 vote, with Governor Andrew Bailey tipping the balance. Four members backed a 25 bps cut to 3.75%. The bank said September’s 3.8% inflation was likely the peak, and Bailey signaled that risks have eased, edging closer to supporting cuts. Guidance now says rates are likely to continue on a gradual downward path. Markets expect a December cut, pending the Labour government’s budget and more inflation and jobs data. Traders price a 60% chance of a 25 bps move and see rates settling near 3.5%. Markets expect more volatility as the budget approaches.

英镑：英国央行12月降息似乎定价过低——ING。英镑：英国央行12月降息似乎定价过低——ING

GBP: December BoE rate cut looks underpriced – ING.GBP: December BoE rate cut looks underpriced – ING

由于权重股和矿商的下跌，富时100指数周五下跌，延续了前一交易日0.4%的跌幅。中国疲软的经济数据对大宗商品品牌造成压力，而国际航空集团股价下跌超过7%，此前该航空公司表示北大西洋航线需求疲软。分析师指出，大约一半的收入下降是由货币驱动的，但仍然令人担忧。Rightmove股价暴跌近18%，创下历史最大跌幅，此前该公司公布了将影响利润率的投资计划。摩根大通和加拿大皇家银行表示，该战略具有长期意义，但投资者的怀疑态度仍然很高。在富时250指数中，ITV在确认将其广播和流媒体部门出售给康卡斯特的谈判后飙升了近20%。长期以来，ITV一直被视为收购的候选者，因为它与Netflix、亚马逊、苹果和迪士尼等规模更大的流媒体巨头竞争，使其在一个由财力雄厚的竞争对手主导的行业中成为一个小玩家。

The FTSE 100 traded lower on Friday, extending a 0.4% loss in the previous session, due to losses in heavyweight stocks and miners. Weaker economic data from China pressured commodity names, while IAG tumbled over 7%, after the airline flagged soft demand on North Atlantic routes. Analysts noted that roughly half of the revenue drop was currency-driven, but still a concern. Rightmove plunged nearly 18%, the steepest fall in its history, after outlining investment plans that will weigh on margins. JPMorgan and RBC said the strategy makes long-term sense, but investor skepticism remains high. In the FTSE 250, ITV surged almost 20% after confirming talks to sell its broadcast and streaming unit to Comcast. ITV has long been seen as a takeover candidate as it competes with far larger streaming giants like Netflix, Amazon, Apple, and Disney, leaving it a small player in an industry dominated by deep-pocketed rivals.