Group 1 - The market is increasingly betting that the Bank of England will maintain interest rates at 4% for the remainder of the year due to accelerating inflation and signs of a more resilient economy, making further monetary easing less justified [1][2] - Traders have reduced their bets on a 25 basis point rate cut by the Bank of England this year, with swap trading indicating a less than 50% chance of a rate cut [1] - The overall inflation rate is expected to rise to 3.7% in July, with the Bank of England previously forecasting a peak of 4% in September, which is double its target [1] Group 2 - Following the unexpectedly hawkish signals from the Bank of England in August, market bets on easing policies have decreased [2] - The UK GDP grew by 0.3% in the second quarter, surpassing economists' and the Bank of England's predictions of 0.1%, indicating stronger economic performance [2] - The shift in the Bank of England's policy outlook is boosting the British pound, which has appreciated by 2.5% against the US dollar this month, making it the best-performing G10 currency [2]
通胀升温+经济仍具韧性 给英国央行降息预期“泼冷水”
智通财经网·2025-08-18 12:45