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The pound rebounded from multi-month lows against the dollar and euro as investors priced in tighter Bank of England policy. Markets priced an 85% chance of a November BoE hike, and the pound was still on track for a fall of over 2% in September.
Oil and UK gas prices rose more than 3% after Trump rejected an Iranian proposal to reopen the Strait of Hormuz.
Rate-hike bets widen the UK-US rate gap and support sterling, while energy-driven inflation pressure keeps the rate outlook tight. Higher energy prices also raise freight and fertilizer costs for feed supply chains.
lse.co.uk2026年9月28日历史可比事件尚不足，暂无法给出历史解读。
在过去 487 次看涨的宏观事件之后，原油(WTI) 在 5 个交易日内中位数变动 +1.0%（60% 上涨；中间一半区间为 -2.0% 至 +4.0%），20 个交易日内为 +1.5%。
在过去 323 次看涨的宏观事件之后，原油(Brent) 在 5 个交易日内中位数变动 +0.7%（58% 上涨；中间一半区间为 -2.9% 至 +3.7%），20 个交易日内为 +1.3%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件；仅描述已发生的情况，不代表未来走势。不构成投资建议。
