International macro command center国际宏观指挥中心

🇬🇧United Kingdom Macro英国宏观

United Kingdom national economy; FTSE 100 and FTSE 250 are market context.英国全国经济;富时100与富时250仅作市场背景。

Balanced均衡
Data through数据截至 2026-10-23 ·Built生成 2026-10-30 01:08 UTC
Balanced posture均衡姿态
Stay selective while sticky services inflation offsets improving growth.服务通胀黏性抵消增长改善时保持精选。

50 + growth impulse − inflation pressure − recession stress + liquidity + current calibrated-risk state. Descriptive, not a forecast.50 + 增长脉冲 − 通胀压力 − 衰退压力 + 流动性 + 当前校准风险状态。仅作描述,不是预测。

Regime周期
Reflation
Liquidity流动性
Unknown
Recession stress衰退压力
8.00/100
Source state数据状态
Stale inputs输入陈旧

Pullback risk回撤风险

Odds measured on this market's own history — windows, not certainties, re-drawn nightly.概率基于本市场自身历史测算 — 是概率窗口而非定论,每晚重算。

✅
Risk Radar风险雷达 CALM平静 · 0/100 ?Pullback-risk gauge. Use high readings to trim risk, not to pick stocks.回撤风险仪表。高读数用于降风险,不用于选股。
Calm — no driver elevated平静 — 无驱动升高
Pullback odds回撤概率 ≥5% drop · measured vs normal≥5% · 实测对比常态
0%within 21 days21 日内
0.03× vs normal对比常态 19%
0%
5d5日
0%
10d10日
0%
21d21日
normal常态
Parabolic extension / exhaustion抛物线伸展/透支 38 Sterling depreciation / outflows英镑贬值/资金外流 28 US rate shock美债利率冲击 6
Do应对Normal exposure.正常仓位。
🧾 Track record往绩29 graded已评分 · not yet moving the verdict尚未参与定调· no new entries for 15 days· 已 15 天无新增记录 ?Past-year hit rate: too few graded alerts yet (daily readings — consecutive days overlap) | Watch/caution: on 0 of 9 watch/caution days a drop followed | Recovery: too few graded过去一年命中率:暂无足够评分记录(按日读数——连续日期相互重叠) | 观察/谨慎:9 个观察/谨慎日中有 0 天先于下跌 | 修复信号:暂无足够评分

Command cards指挥卡片

Open any card for evidence, definitions and provenance.打开任一卡片查看证据、定义与来源。

60-session decision path60交易日决策路径

Same descriptive scoring rule through history; the current risk-state adjustment is excluded from prior points.历史沿用同一描述性规则;过往点位不含当前风险状态调整。

2026-08-03range区间 26–632026-10-23

Local macro lenses本地宏观视角

Country-specific questions, not generic labels with the flag changed.国家专属问题,而非仅替换国旗的通用标签。

BoE policy英央行政策

Services inflation and wages dominate the reaction function.服务通胀与工资主导政策反应函数。

3.71%

Services inflation服务通胀

The clearest domestic persistence test.最清晰的国内通胀黏性检验。

3.40% y/y

Wage growth工资增长

Real-income support versus persistence risk.实际收入支持与通胀黏性风险的平衡。

Awaiting verified official adapter

Gilt curve英国国债曲线

Links policy, fiscal risk and mortgage pricing.连接货币政策、财政风险与按揭定价。

1.23pp

Housing & mortgages住房与按揭

A high-frequency household cash-flow transmission channel.家庭现金流的高频传导渠道。

Awaiting verified official adapter

Fiscal context财政背景

Supply, taxes and issuance can alter the rate path.供给、税收与发债可改变利率路径。

Awaiting verified official adapter

Sterling英镑

Imported inflation and cross-border confidence signal.输入性通胀与跨境信心信号。

1.34

Verified policy calendar已核实政策日历

Past dates show a released state; the dashboard does not invent the decision outcome.过去日期显示已发布状态;看板不虚构决议结果。

2026-07-30

Bank of England Monetary Policy Committee英格兰银行货币政策委员会

Decision date passed — verify the official release决议日期已过——请核对官方发布 · official calendar官方日历

Released
2026-09-17

Bank of England Monetary Policy Committee英格兰银行货币政策委员会

Decision date passed — verify the official release决议日期已过——请核对官方发布 · official calendar官方日历

Released
2026-11-05

Bank of England Monetary Policy Committee英格兰银行货币政策委员会

Scheduled — no outcome yet已排期——尚无结果 · official calendar官方日历

Upcoming
2026-12-17

Bank of England Monetary Policy Committee英格兰银行货币政策委员会

Scheduled — no outcome yet已排期——尚无结果 · official calendar官方日历

Upcoming

Official policy statements官方政策声明

Latest最新
  1. Minutes of the Meeting of the Court of Directors held on 17 September 2026
    Bank of England英格兰银行 Reuse basis转载依据: Open Government Licence v3.0
  2. Bank of England sets out approach to tokenised collateral in central clearing
    Bank of England英格兰银行 Reuse basis转载依据: Open Government Licence v3.0
  3. Remit for the Monetary Policy Committee - October 2026
    Bank of England英格兰银行 Reuse basis转载依据: Open Government Licence v3.0
  4. Regulators unveil plans to simplify Senior Manager and Certification Regime
    Bank of England英格兰银行 Reuse basis转载依据: Open Government Licence v3.0
  5. Minutes of the Securities Lending Committee meeting – September 2026
    Bank of England英格兰银行 Reuse basis转载依据: Open Government Licence v3.0

Headlines are shown exactly as the publisher released them.标题为官方英文原文,未作翻译。

Leadership statements: no rights-cleared source.领导层表态:暂无获准转载的来源。

Routine business例行事务 An assistant's read of HM Treasury's latest announcement — context, not a verdict.助手对英国财政部最新公告的解读——仅供参考,并非定论。 Crown copyright, reused under the Open Government Licence v3.0.英国王室版权,依据开放政府许可 v3.0 使用。

Source health & data contract数据健康与数据契约

Official where practical; every fallback and gap remains visible.尽可能采用官方源;每项备用源与缺口均保持可见。

Provider提供方Role用途Cadence频率Access访问Status状态
Bank of EnglandPolicy, SONIA, gilt curve, money, credit and mortgagesDaily / monthlyOfficial IADB downloadsauthoritative target / active where mapped
Office for National StatisticsCPI, wages, labour, GDP, production, trade and housingRelease dependentKeyless v1 beta APIauthoritative target / active where mapped
Office for Budget ResponsibilityFiscal context and forecast assumptionsForecast-event dependentOfficial downloadsauthoritative target / active where mapped
Federal Reserve Bank of St. Louis (official-source republisher)Operational fallback for OECD, Eurostat and central-bank seriesSource dependentKeyless CSVactive fallback
Known limitation:已知限制: ONS labour-market estimates carry survey-response and methodology uncertainty; the dashboard treats labour as one input, not a standalone trigger.ONS劳动力市场估计受调查回复率与方法变化影响;本看板将就业视为一项输入,而非独立触发器。

Where next下一站

All five dashboards share this contract and interaction model.五个看板共享此数据契约与交互模型。