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英国央行本周利率决议或表示经济面临的下行风险升温; ① 英国央行将在周四公布政策决议,目前英国经济前景不断恶化。外界广泛预计英国央行将按兵不动,而决策官员料表示经济面临的下行风险升温,归咎于英国退欧不确定性,以及对社会活动重新实施限制措施。 ② 纽约梅隆银行负责欧洲、中东和非洲(EMEA)市场的策略师Geoffrey Yu认为,现在英国央行将不得不与英退和财政不确定性作斗争,而英镑近期的疲弱表现是有理由的。 ③ 他在一篇客户报告中指出,“若英退过渡期结束后仍没有达成贸易协议,肯定会改变英国央行货币政策的条件式假设”

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