
英镑周四基本持稳,此前一天财政大臣约翰·希利(John Healey)公布预算案,提出了一套谨慎的税收和支出计划,旨在帮助因“全球经济风暴”而受损的家庭,该预算案对英国市场影响极小。
The pound held mostly steady on Thursday, a day after finance minister John Healey's budget that offered a cautious set of tax and spending plans to help households hurt by "global economic storms", which had minimal impact on UK markets.
希利表示,将提高对银行、博彩业、储蓄者和房东的税收,同时收紧针对在线市场(如亚马逊 AMZN.O 和 eBay EBAY.O)的增值税规则,并推出措施缓解能源账单上涨带来的冲击。
Healey said he would raise taxes on banks, gambling, savers and landlords, while also tightening value-added tax rules for online marketplaces — such as Amazon (AMZN.O) and eBay (EBAY.O) — as well as introducing measures to ease the hit from rising energy bills.
英镑兑美元本月涨幅 0.52%,是表现最好的主要货币,周四最新报 1.3325 美元,基本持平。英镑兑欧元在 10 月也上涨了类似幅度,将欧元推至 17 个月低点。
Sterling , which is the best-performing major currency against the dollar this month, with a 0.52% gain, was last flat on the day at $1.3325. It has also gained a similar amount against the euro in October, which has taken the single European currency to its lowest in 17 months.
欧元最新下跌 0.1%,报 83.62 便士,市场等待欧洲央行的货币政策决定,预计欧洲央行将于周四晚些时候维持欧元区利率不变。
The euro was last down 0.1% at 83.62 pence, ahead of a monetary policy decision from the European Central Bank, which is expected to leave euro zone rates unchanged later on Thursday.
希利周三表示,将动用部分缓冲资金以实现其主要财政目标,该目标的缓冲空间从之前预估的 240 亿英镑缩减至 150 亿英镑(200 亿美元),同时尽管遭遇伊朗战争冲击,仍将兑现修复公共财政的承诺。
Healey said on Wednesday he would use some of his buffer for meeting his main fiscal target, which shrank to £15 billion ($20 billion) from a previous estimate of £24 billion, while meeting his commitments for repairing the public finances despite the Iran war shock.
巴克莱外汇策略师 Lefteris Farmakis 在一份关于预算案的综合报告中表示:“一份‘延续性预算’加上财政缓冲上行潜力,将英镑感知到的财政风险推至背景位。”
"A 'continuity Budget' with fiscal headroom upside potential pushes the pound’s perceived fiscal risks to the background," Barclays FX strategist Lefteris Farmakis said of the pound in a broader note on the budget.
投资者和分析师周三表示,该预算案使英国的财政前景基本未变,这可能是一个积极信号。
Investors and analysts on Wednesday said the budget left Britain's fiscal outlook largely unchanged, a potential positive.
法国巴黎银行策略师在一份报告中表示:“我们认为今天的预算案意味着英镑可以继续受益于英国政治不确定性相较于其他地区降低这一主题。我们维持做多英镑/美元头寸。”
"We think today’s budget means the pound can continue to benefit from the theme of reduced UK political uncertainty versus elsewhere. We stay long sterling/dollar," BNP Paribas strategists said in a note.
该预算案几乎没有实质性改变市场对英国央行下周会议的预期。据货币市场数据,交易员们已完全消化英国央行在11月5日加息的预期,并且到2月份第二次加息也已被完全消化。
The budget did little to materially change market expectations for the Bank of England's meeting next week. Traders are fully pricing in a rate increase from the BoE on November 5, with a second hike fully priced in by February, according to money markets .
美联储前一天将美国利率维持不变,正如普遍预期。美联储选择将任何借贷成本的变动推迟到下周三的美国中期选举之后,同时等待有关通胀的进一步数据。美联储表示,通胀“仍然居高不下”。
The Federal Reserve left US rates unchanged the previous day, as widely expected, opting to delay any changes to borrowing costs until after next week's US midterm elections while it awaits further data on inflation, which the central bank said "remains elevated."