英鎊兌美元現新低,無協議脫歐風險下降
關鍵字:無協議脫歐風險
11月7日,英國央行行長強調英國經濟增速面臨的風險偏於下行,同時脫歐的不確定性打擊了投資的熱度。英鎊兌美元出現較大跌幅,但英國無協議脫歐的可能性降低,讓英國經濟增速提升的可能性增大。
當前英國央行預計脫歐過渡期將超過三年,英國脫歐不確定性打擊了投資,有證據表明英國家庭正在脫歐前進行預防性儲蓄,薪資增速指標有所下滑,勞動力市場或將開始疲軟,英國潛在增速已經放緩至低於潛能。
英國與歐盟的協議意味著投資前景可以改變,無協議脫歐可能性降低推升了英鎊,近期脫歐或使英國經濟增速提升成為可能。英國需求將受到2019年政府支出的推動。
新的英國脫歐截止期定在1月31日,在此之前英國將於12月12日舉行大選。英國央行的政策前景受困這兩大不確定性事件。目前兩大主要政黨——執政的保守黨和反對黨工黨都承諾,將增加公共支出。
分析師表示:“英國央行面臨的問題之一就是即將發生的兩件大事——選舉和英國脫歐。因此從純粹的政策角度來看,英國央行不會搶它們的鏡頭。”
即便被認為是脫歐進程中不多的“亮點”,英國就業市場近來也開始顯現出令人不安的跡象。今年夏天,英國出現兩年來首次空缺職位減少的情況,薪資增速也放緩。這對於主要仰仗消費支出為增長動力的經濟體而言,肯定是噩耗。
英國首相詹森週三啟動大選造勢活動。選戰伊始,詹森保守黨的民調支持率遙遙領先工黨7-17個百分點,不過民調機構表示,選民的態度可能因退歐問題的演變而存在波動。
不過有調查認為,如果選民讓保守黨重獲議會多數,則詹森版脫歐協議獲得通過的可能性就增大,英鎊將會立即上漲3%。詹森目前的民調支持率領先。
本文來源: 大田環球貴金屬
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