GBP
Exclusive EUR/GBP - altering images
We have revised higher our expectations for GBP vs. the EUR.
Research
Exclusive GBP - looking up?
A consistent support for GBP since the start of the Iran war has come from expectations that the BoE would react by raising its policy rate.
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Exclusive GBP - dull is good
The lack of reaction in both the gilts market and the pound to today’s UK budget will thus likely be seen as a measure of its success by UK Chancellor Healey.
Research
United Kingdom: Future Nostalgia
The UK wanted autonomy but geopolitical reality is pulling it back towards Europe.
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Exclusive EUR/GBP - fiscal focus
France’s political and fiscal issues are arguably in a more difficult position currently than those of the UK.
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Exclusive EUR/USD - the cleanest shirt
In our view the dollar’s appeal has been fanned not just by rate differentials but by the lack of attractive alternatives in other highly liquid G10 currencies.
Research