The British spring budget was implemented, the pound against the dollar was stable at 1.3501, and the FTSE 100 index was at 8731.24. In the short term, it is dominated by inflation and central bank policies, maintaining a range of 1.3420-1.3600; in the medium term, with the growth forecast for 2026 raised, the pound targets 1.38-1.40, and the FTSE 100 looks at 8900-9000 points. It is recommended to deploy procyclical sectors on dips.