英镑出现7月以来最大单周跌幅；英国财政和宏观担忧冲突。周五，英镑将迎来一个月来最大的单周跌幅，原因是人们对英国长期财政前景的担忧日益加剧，以及美元的复苏，美元在前一天出人意料的强劲美国增长数据的推动下复苏。

Pound sees biggest weekly fall since July; UK fiscal and macro worries collide.The pound headed for its biggest weekly decline in a month on Friday, under pressure from mounting concerns about the outlook for Britain's long-term finances and from a resurgent dollar, which got a lift from surprisingly strong U.S. growth data the previous day.

英镑/日元价格预测：关键阻力位仍在200.35-200.50区间。在东京地区通胀数据相对疲软之后，英镑正在缩减周五周四的跌幅，这得益于日元普遍疲软。该货币对在199.55点反弹后，已达到200.00点以上的价格，但仍低于200.50点之前的关键阻力位

GBP/JPY Price Forecast: Key resistance remains at the 200.35-200.50 area.The British Pound is trimming Thursday's losses on Friday, favoured by generalised Japanese Yen weakness, following relatively soft inflation figures in the Tokyo area. The pair has reached prices above the 200.00 level after bouncing at 199.55, but remains below a key resistance area ahead of 200.50

周五，富时100指数持平，小幅上涨，在美国传出新的关税消息后，本周基本保持不变。唐纳德·特朗普总统宣布了全面的新征税，包括从10月1日起对品牌或专利药品征收100%的关税，除非公司在美国建造制造工厂。进口重型卡车将面临25%的关税，橱柜和梳妆台将面临50%的关税，软垫家具将面临30%的关税，所有措施将于下周开始。受此消息影响，英国制药行业下跌0.8%，阿斯利康下跌1.6%，至7月下旬以来的最低水平，葛兰素史克下跌1%。虽然这两家公司都是富时指数表现最差的公司之一，但分析师指出，由于英国主要制药商已经在美国拥有大量业务，因此影响可能有限。例如，阿斯利康承诺到2030年在美国投资500亿美元，突显了该行业向扩大美国生产和降低贸易相关风险的转变。

The FTSE 100 traded flat to slightly higher on Friday, leaving it broadly unchanged for the week, after fresh tariff news from the US. President Donald Trump announced sweeping new levies, including a 100% duty on branded or patented pharmaceuticals starting October 1, unless firms are building manufacturing plants in America. Imported heavy trucks will face a 25% duty, kitchen cabinets and vanities 50%, and upholstered furniture 30%, with all measures set to begin next week. The UK pharma sector fell 0.8% on the news, with AstraZeneca down as much as 1.6% to its lowest since late July and GSK off 1%. While both were among the FTSE’s worst performers, analysts note that the impact could be limited as major UK drugmakers already have significant US operations. AstraZeneca, for instance, pledged $50 billion in US investment by 2030, underscoring the industry’s shift to expand stateside production and mitigate trade-related risks.

英镑/日元在200.00以下盘整；日元走强和英国财政担忧限制了上行空间。周五，英镑/日元交叉盘缺乏任何坚定的日内方向性偏差，在亚洲交易时段，在喜忧参半的线索下，在温和的上涨/小幅下跌之间徘徊，低于200.00的心理关口。美元（USD）从三周高点小幅回落，有利于英镑（GBP）并支撑现货价格，尽管日元（JPY）周围出现一些买入，限制了上行空间。

GBP/JPY consolidates below 200.00; JPY strength and UK fiscal concerns cap the upside.The GBP/JPY cross lacks any firm intraday directional bias on Friday and seesaws between tepid gains/minor losses, below the 200.00 psychological mark through the Asian session amid mixed cues. A modest US Dollar (USD) pullback from a three-week high benefits the British Pound (GBP) and supports spot prices, though the emergence of some buying around the Japanese Yen (JPY) caps the upside.