麦格理:市场对英国央行降息的定价似乎是正确的

GoldenOctober2024

金十数据8月14日讯,麦格理集团表示,英国通胀数据正朝着正确的方向发展,这支持了英国央行降息的理由。新加坡外汇和利率策略师Gareth Berry称,如果把整个四个月的定价抹去,那么市场就是正确的。数据有所改善,因此通胀正朝着正确的方向发展,服务业数据令人鼓舞。Berry表示,我们认为,英镑兑美元要到明年年中才能再次达到1.30,并持续保持这一水平,然后到明年年底,我们将达到1.32。“这是因为人们相信政治背景已经发生了积极变化,”Berry称。

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