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暂无评论。 来发表第一条观点吧。 暂无评论。 来发表第一条观点吧。The BoE delivered a 25 bps hike as expected, which is a bit of a double-edged sword for GBP, economists at TD Securities report.
The MPC hiked 25 bps. Language around the hike suggests the MPC is preparing to reach a terminal rate soon; we continue to expect 25 bps hikes in both September and November, but the probability of a November hike, while still our base case, is now lower.
We’re of the view that higher rates might not provide the best support, given the trade-offs between growth, inflation, and domestic housing markets. While higher rates would make it harder to sell the currency, given the carry costs, markets are likely to reward FX with greater growth momentum.
For GBP, the knee-jerk won’t be positive, reflecting the market mentality that higher rates are good, though the growth momentum story has also lost steam recently.
风险提示：本文所述仅代表作者个人观点，不代表 Followme 的官方立场。Followme 不对内容的准确性、完整性或可靠性作出任何保证，对于基于该内容所采取的任何行为，不承担任何责任，除非另有书面明确说明。
暂无评论。 来发表第一条观点吧。