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滑向深渊!镑美迈向“两年来最长连跌”,期权交易员转空
Jin Shi Shu Ju·2025-07-14 12:28

Core Viewpoint - The British pound is experiencing its longest losing streak against the US dollar in two years, leading options traders to adopt a bearish outlook on the currency [1][3]. Group 1: Currency Performance - The pound fell 0.3% to a three-week low of 1.3452 USD, marking its seventh consecutive day of decline, the longest since July 2023 [3]. - The decline is attributed to a stronger US dollar and concerns over slowing economic growth in the UK [3]. Group 2: Economic Indicators - UK economic data revealed a surprise contraction of 0.1% in May, highlighting downside risks to growth and reinforcing market expectations for a potential rate cut by the Bank of England [3]. - Current market pricing indicates an expectation of 58 basis points of rate cuts by the end of the year, up from 51 basis points the previous week [1]. Group 3: Central Bank Outlook - The probability of a 25 basis point rate cut by the Bank of England in the next meeting is now estimated at 80%, while the Federal Reserve is expected to maintain a wait-and-see approach until at least September [5]. - Upcoming key data releases, including inflation reports from both the UK and the US, as well as UK labor market data, are anticipated to influence market sentiment [5].