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脱欧协议即使得以达成,也难以持续提振英镑;三菱东京日联银行指出,英国首相约翰逊和欧盟委员会主席冯德莱恩将于今天晚些时候就正在进行的谈判举行关键的脱欧会议,为市场焦点所在,在紧张的谈判阶段,仍视为积极的信号;虽然渔业的政治重要性远远超过经济重要性,但仍然认为这个问题将得到解决,渔业问题在很大程度上是政治问题,而不是经济问题,当前正处于这一阶段,而渔业是最后一个有争议的关键问题,表明可能接近达成最终协议;在解释为什么认为一旦达成协议,英镑将不会持续升值时,需要强调的重要一点是,即使协议达成,边境仍有可能出现重大混乱,贸易方面肯定会出现相当大的混乱和摩擦,市场很可能仍低估了这些情况,在未来几周可能达成协议后,市场可能会缩短英镑的升值周期

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