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.

英镑从7月31日的11周低点1.321美元反弹至1.329美元，因为美元在就业报告低于预期后走弱，表明劳动力市场降温。然而，由于对英国经济前景和财政健康的担忧继续打压市场情绪，英镑7月份大幅下跌3.8%，为2022年9月以来最糟糕的月度表现。投资者对英国的增长前景仍然越来越悲观，这加剧了人们的预期，即英格兰银行可能会在8月份降息25个基点，并可能在年底前再次降息，因为它将重点转移到支持增长上。

The British pound rebounded to $1.329 from an 11-week low of $1.321 on July 31, as the US dollar weakened following a softer-than-expected jobs report that signaled a cooling labor market. However, the pound posted a steep 3.8% decline for July, its worst monthly performance since September 2022, as concerns over the UK’s economic outlook and fiscal health continued to weigh on sentiment. Investors remain increasingly pessimistic about Britain’s growth prospects, fueling expectations that the Bank of England may cut interest rates by 25 basis points in August, with another cut likely by year-end, as it shifts focus to supporting growth.