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The Bank of England (BoE) hiked the Bank Rate (key policy rate) by 50 bps to 5.00%. EUR/GBP initially moved lower but fully retraced the move within the hour. Economists at Danske Bank discuss the pair’s outlook.
The BoE surprised markets and analysts by hiking policy rates by 50 bps, bringing the Bank Rate to 5.00%.
We view the 50 bps hike as front-loaded in nature with wage growth and inflation having surprised to the topside. We pencil in 25 bps rate hikes in August and September. This would mark a peak in the Bank Rate of 5.50%.
On balance, we continue to see relative rates as a positive for EUR/GBP from here, which is one of several reasons behind our fundamental predisposition of buying EUR/GBP dips.
We highlight that whether the aggressive BoE market pricing will subside or inflation continues to surprise, we see it as headwinds for GBP.
風險提示：本文所述僅代表作者個人觀點，不代表 Followme 的官方立場。Followme 不對內容的準確性、完整性或可靠性作出任何保證，對於基於該內容所採取的任何行為，不承擔任何責任，除非另有書面明確說明。
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