英镑:英镑兑欧元的涨势被视为接近耗尽——华侨银行
华侨银行(OCBC)策略师Sim Moh Siong和Christopher Wong认为,近期英镑(GBP)的强势看起来已经过度,因市场已计入安迪·伯纳姆领导下的新英国政府将保持财政纪律。

荷兰合作银行(OCBC)策略师 Sim Moh Siong 和 Christopher Wong 认为,近期英镑(GBP)走强看起来已经过度,因为市场已计入安迪-伯纳姆(Andy Burnham)领导下的新英国政府将保持财政纪律。他们指出,经合组织(OECD)对英国(UK)财政约束发出警告,并预计欧元/英镑(EUR/GBP)在跌至一年低点后,未来几个月将回升至 0.87,这与对英镑整体维持区间震荡的观点一致。

预计在超调后反弹

"由于有报道称,伯纳姆很可能任命 Shabana Mahmood 担任财政大臣,而不是一位被认为财政立场不那么保守的人选,英镑(GBP)出现上涨。我们继续预计财政上负责任的左转。然而,在现有财政框架内,平衡增加国防支出和逆转对未受保护部门的削减可能会面临挑战。"

"经合组织(OECD)在其最新的英国展望中也呼应了这些担忧,强调财政纪律的重要性。该组织指出,高公共债务、较高的利息成本,以及不断上升的医疗和社会护理支出,是限制财政灵活性的关键因素。"

"在此背景下,我们认为近期欧元/英镑(EUR/GBP)的回调——已将该交叉盘推至一年低点——正接近耗尽。我们继续预计欧元/英镑将在未来几个月回升至 0.87,这与我们对英镑整体维持区间震荡的观点一致。尽管能源价格重新上涨正在增加欧洲央行(ECB)进一步加息的风险,但英国央行(BoE)在主要央行中仍然最不可能加息。"

(本文由人工智能工具协助创建,并由编辑审阅。了解更多。

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