对冲基金加大英镑看跌押注 英国首相斯塔默面临的政治危机加剧

Group 1 - The core viewpoint of the articles indicates that hedge funds are betting on further depreciation of the British pound due to uncertainties surrounding Prime Minister Starmer's leadership and the Bank of England's proximity to interest rate cuts [1][4][5] - On February 5, the British pound fell to its lowest level against the euro and the dollar in two weeks, driven by investor concerns over the stability of Starmer's administration and the resignation of his chief of staff following the appointment of Peter Mandelson as the U.S. ambassador [1][4] - The options market shows that traders are increasingly using the euro as a hedge against UK-specific risks, with the premium for hedging against a decline in the pound against the euro reaching its highest level since late November [1][4] Group 2 - Following a more than 5% depreciation of the pound against the euro last year, the latest developments represent another setback for the currency, with Goldman Sachs predicting a 6% depreciation over the next 12 months and Nomura forecasting a 3% decline by the end of April [5] - RBC Capital Markets notes that the pressure on the pound is mounting due to the increasing instability of Starmer's position as a leader, even before the Bank of England makes its decision [2][5]