行业资讯

英国央行接下来何去何从?

日期:2018-03-23
       周五(3月23日)丹斯克银行(Danske Bank)外汇策略研究团队最新撰文,讨论了市场对周四出炉的英国央行(BOE)利率决议及会议纪要的反应。该行观点主要内容如下:   
 
  我们仍相信英国央行5月份将会升息,也相信11月份料再度升息,这比市场对英国央行升息的普遍预期更鹰派。
 
  正如我们2月份在上次会议后所讨论的,英国央行似乎已经启动了一个规律的升息周期,且这次会议也未改变我们的观点——市场已经消化了今年大约42个基点的升息幅度。因此,我们比其他机构和市场预期更为鹰派。
             英国央行接下来何去何从?(图1)
        尽管其他方面如英国脱欧过渡协议方面也传出积极消息,但我们认为短期内欧元/英镑走势不会改变,预计未来3个月内将位于0.87水平。
 
  北京时间08:18,英镑/美元报1.4107/10,欧元/英镑报0.8732/34。

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