英国央行货币政策委员会投票决定将基准利率维持在3.75%水平,以6:3的投票结果通过[1]。其中三名委员——Catherine Mann、Megan Greene和Huw Pill——投票赞成立即加息至4%[1]。
央行对通胀前景表示担忧,警告在伊朗冲突升级等不利情景下,若油价维持在100美元以上,英国通胀可能在2027年中期达到4.5%[1]。在中心预测情景下,英国通胀预计今年晚些时候达到3.2%的峰值,随后在油价回落至71美元时逐步回归目标[1]。央行行长Andrew Bailey指出,"通胀下降幅度超出预期,但中东冲突导致能源价格高企且波动剧烈。我们的工作是确保任何通胀上升都是暂时的,并回归我们的2%目标"[1]。
英国6月通胀数据已从3.8%下降至2.6%,超出市场预期[1]。英国政府计划从10月起平均降低电费45英镑/年,这项措施预计将标题通胀率降低0.1个百分点[1]。
The Bank of England's Monetary Policy Committee has maintained the benchmark interest rate at 3.75%, with the decision supported by a 6-3 vote [1]. Three committee members—Catherine Mann, Megan Greene, and Huw Pill—dissented by voting in favor of an immediate rate increase to 4% [1].
The central bank has warned that escalating Middle East conflicts could push inflation above 4% in Britain next year, with extreme scenarios involving sustained oil prices at $100 per barrel potentially driving inflation to 4.5% by mid-2027 [1]. Under the bank's central forecast of oil prices declining to $71 per barrel, UK inflation is projected to reach a peak of 3.2% later this year [1]. Brent crude briefly exceeded $100 per barrel last week and was trading above $90 by Thursday [1]. Bank of England Governor Andrew Bailey stated: "Inflation has fallen by more than we expected, but the Middle East conflict is keeping energy prices elevated and volatile. Our job is to ensure any rise in inflation is temporary and returns to our 2% target" [1].
UK inflation fell from 3.8% in June to 2.6%, exceeding expectations [1]. The government plans to reduce average annual electricity bills by 45 pounds starting in October, a measure expected to lower headline inflation by 0.1 percentage points [1].