英国

What mattered last week: The S&P500 rose on optimism that the worst of the economic data is now behind us. As well as an apparent easing in U.S.- China tensions. And a gradual re-opening of economies as new Covid-19 cases appears to have peaked and is falling in many developed countries.

What mattered last week: After strong gains the previous week, U.S. equity markets fell 2.1% as the COVID-19 crisis deepened. However, volatility continues to subside from the extreme levels of March and a reliable measure of overall volatility, the VIX Index has dropped over 45% from recent highs.

鲍里斯•约翰逊获得多数席位，从而使保守党能够“完成英国脱欧”的希望出现消退迹象，这个时间点对英镑十分不利。

距离英国100年来的第一次12月大选还有一周左右的时间，民意调查继续显示鲍里斯·约翰逊（Boris Johnson）领导的保守党可能获得40%到45%的选票。

无论民调如何变化，英镑将很快承压下挫

What mattered last week: After six straight weeks of gains, U.S. stocks closed marginally lower last week as optimism surrounding the U.S. – China trade deal waned. Fuelled by confusion around tariff rollbacks and the amount of agricultural purchases China will make from the U.S. Data wise a weak composite Eurozone PMI on Friday overshadowed a much needed pick up in the manufacturing sector PMI.

英镑下跌的原因更多的是高位动能不足而非Corbyn的电视辩论中的表现

英镑上涨，但依然受阻

Boris Johnson loses yet another vote for an election though sterling stays firm

Only a truly ‘radical’ shake-ups will stop the rot

What mattered last week: U.S. stocks rallied for a third straight week, supported by good September quarter earnings reports and increased optimism that we may have seen a low point in global growth. As well as good news on the trade front with President Trump confirming trade talks are progressing well and that China “want to make a deal”. Despite a setback to the Brexit timetable last week most agree that the Boris Johnsons Brexit deal will be passed before year-end.

英镑与英国相关的股票扩大涨幅；脱欧协议面临英国议会的考验

股市截至下午2:17的概览

英镑获得轻微的提振，但更多的是来自好于预期的制造业数据而非脱欧计划

暂时关闭议会被裁定“不合法”。那接下来呢？

What mattered last week: Positive news flow continued last week with both China and the U.S. making trade war concessions which helped the S&P 500 close in on its July high. The ECB announced significant monetary policy easing measures which exceeded all expectations, including QE to continue for as long as needed. The removal of National Security advisor and policy hawk John Bolton goes some way to validating reports that President Trump was considering easing sanctions on Iran.

Sterling briefly touched a three-month high after the ECB cut rates and relaunched QE

英镑几乎没有下跌的原因是英国首相在议会暂停议事之前似乎处于不利的境况

经济增长意外好于预期帮助英镑摆脱议会日渐激烈的斗争