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脱欧协商即使得以达成,英镑恐也难上破1.35;三菱东京日联银行表示,过去一周英镑是G10国货币中表现最差的货币之一,美元的全面疲软帮助英镑回到1.30上方,但距9月初略低于1.35的高点有一定距离,英国与欧盟达成贸易协议的前景仍是英镑升值的潜在积极催化剂,但鉴于英国基本面疲弱,任何升值的可持续性仍存在疑问;英国政府宣布英格兰重新进入禁闭状态,至少到12月2日,不过可能会延长,已经促使英国央行预测第四季度国内生产总值(GDP)将再次收缩2%,而在2020年全年将进一步收缩11%,作为回应,英国央行和英国政府实施了进一步的“协调”刺激措施,政府也将“工作休假”计划延长至3月底,从英镑的相对稳定来看,市场参与者目前似乎并不过分担心货币融资带来的下行风险,英国央行正在帮助政府以创纪录的低收益率借入资金

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