数据显示4月英国通胀高于预期,交易员削减对英国央行进一步降息的押注,推动英镑兑美元升至三年高点。
自4月初以来,货币市场首次倾向将终端利率定为4%,这意味着今年只会再降息一次,幅度为四分之一个百分点,而不是两次。掉期交易也暗示,8月降息的可能性仅为40%,数据公布前为60%。
市场预期英国央行降息将更加谨慎,这提振了英镑,英镑交易价格已接近今年最高水准。英镑一度上涨0.8%,至1.3469美元,创下2022年2月以来的最高水平;且自全球金融危机以来,选择权交易员首次不再长期看跌英镑。
周三公布的数据显示,能源、水等价格上涨导致英国4月通胀率从2.6%升至3.5%。英国央行预测为3.4%,经济学家则预期3.3%。
Danske Bank外汇分析师Kirstine Kundby-Nielsen表示,这表明,在滞胀环境下, 英国央行将采取更为谨慎的态度。
责任编辑:刘明亮
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.