市场削减对英国央行加息的押注，现预计到年底加息20个基点。

现货黄金向上触及4020美元/盎司，日内涨0.32%。

After New Delhi removed taxes on foreign investors, Indian bonds accessible to unrestricted global investment drew record inflows. Data from India’s clearing house show foreigners bought 418 billion rupees (about $4.4bn) via the fully open channel last month, nearly double the prior record of 239 billion rupees in Aug 2024. Persistent inflows should lower government borrowing costs and help support the rupee amid a stronger dollar. ANZ economist Dhiraj Nim said a mix of the tax cut, currency stability, pushed-out rate-hike expectations and reduced fiscal risk have encouraged foreign buying, but warned inflows could fade if global financial conditions tighten and US rates remain high. The flows mark a rebound after months of weakness; Indian equities outperformed other emerging markets in June and the rupee was the second-best performing Asian currency that month.