英镑：抛售暂时没能持续
就在我们开始为本周早些时候英镑的重要回落感到兴奋时，英国央行首席经济学家休-皮尔（Huw Pill）却给英镑抛售泼了一盆冷水。这让市场对英国货币政策委员会内部人士的行动方向有些困惑。我们当然希望英镑在今年走低，因为5.25% 的限制性政策利率会因经济负产出缺口而下调。不过，英镑抛售的时机仍有点不明朗。
我们认为，在皮尔发表上述言论后，英国央行在 5 月 9 日的会议上做出重大沟通转变的可能性已经降低。不过，欧元/英镑现在可能会在略高的 0.8550-0.8650 区间交投。
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