英镑:英镑表现坚韧,但欧元交叉盘获得支持 – 荷兰国际集团
荷兰国际集团(ING)分析师弗朗切斯科-佩索莱(Francesco Pesole)强调,尽管市场对下一任英国(UK)财政大臣的预期发生变化,英镑依然表现出韧性,市场似乎对财政风险持宽松态度。

荷兰国际集团(ING)的弗朗切斯科·佩索莱(Francesco Pesole)强调,尽管围绕下一任英国(UK)财政大臣的预期发生变化,英镑依然表现出韧性,市场似乎对财政风险保持放松态度。尽管如此,ING的短期公允价值模型显示欧元/英镑略显被低估,且英国央行(BoE)的定价过于鹰派,因此他们认为欧元/英镑存在上行风险,目标是在今年夏季回升至0.8700以上。

欧元/英镑存在上行风险,英镑保持坚挺

“在英国政府变动前,英镑继续表现出韧性。上周,工党议员韦斯·斯特里廷(Wes Streeting)支持安迪·伯纳姆(Andy Burnham),英镑随之上涨,我们解读为市场倾向于更中间派的斯特里廷担任财政大臣的前景。”

“然而,近日能源大臣埃德·米利班德(Ed Miliband)成为该职位的领先人选,但英镑仍保持涨势。这表明市场此前可能预期通过伯纳姆‘加冕’实现更顺利的过渡,而非斯特里廷上周成为财政大臣,或者市场认为米利班德执政下财政滑坡的风险不大。”

“无论如何,我们继续看到欧元/英镑的上行风险。我们的短期公允价值模型显示其略微被低估(约0.4%),政治风险可能重新浮现,且我们认为英国央行加息25个基点的定价仍显得过于鹰派。”

“我们继续将欧元/英镑今年夏季回升至0.8700以上作为目标。”

(本文由人工智能工具协助生成,编辑审核。)

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