英文 英国最佳-长短几何？美国长期收益率上升，英国短期利率将下降……此外，庄信万丰、特拉维斯-珀金斯、乐购、力拓和WH Smith：英国利率-维持高位更久？未来12个月仅定价两次降息-以及7次货币政策委员会会议

1Ben Watson - UK Specialist SalesAC(44-20) 7134-1308ben.watson@jpmorgan.comJ.P. Morgan Securities plcEurope Specialist Sales26 May 2025JPMORGANJPM | BEST OF BRITISH -The long and short of it? US long yields rising. UK short rates to fall... Plus ,Johnson Matthey, Travis Perkins , Tesco, Rio Tinto & WH Smith Ben Watson+44 207 134 1308ben.watson@jpmorgan.comHappy Bank Holiday. I hope you are enjoying the extra day off. I am OOO for the rest of week as it is half term. A sequence of garden centres, athletics tracks and general domestic crowd control await...We are also going to the camping shop. The problem with attending the 2025 Dads and Year 6 Leavers’ Camp Out 2025 is that I attended Dads and Year 6 Leavers’ Camp Out 2022 . The most acute PTSD from 2022 has faded now, but that fateful night remains a painful memory. Investment in earplugs, an eye mask and a large inflatable mattress will be crucial. UK Rates-Higher for longer? Rate cuts now priced at only 2 cuts over next 12 mont