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iss the changes in the UK economy. The starkest one will likely be the pick-up in inflation, which will only add to expectations of a more hawkish Bank of England. The pipeline for FDI into the UK also looks good. The main weakness for the pound remains the current account deficit, so as a FX trade we like to
reversals, AUD/USD puts r4 9 January 2014 'Research Team London Bilel Hafeez James Malcolm Henrik Gullberg George Sarevelos Siddhanh Kapoor Oliver Harvey Nicholas Weng New York Alan Ruskin Daniel Brehon Dreusio GiacomoIli Guilherme Marone Singapore Sameer Goel Ma'like Sadie!eye Perry Kojodjojo
Changing our view on GBP, turning very bearish From Oliver Harvey: Today's November BoE inflation report marked a fundamental departure from recent Bank of England communication on the prospects of policy tightening. First, the Bank explicitly validated dovish market repricing after the September period of ris
gif; image004.gif Classification: Confidential Jeffrey - please see below. From: George Saravelos Sent: Thursday, November 05, 2015 11:27 AM Cc: Oliver Harvey Subject: Changing our view on GBP, turning very bearish From Oliver Harvey: Today's November BoE inflation report marked a fundamental departure fro
hanging our view on GBP, turning very bearish From Oliver Harvey: Today's November BoE inflation report marked a fundamental departure from recent Bank of England communication on the prospects of policy tightening. First, the Bank explicitly validated dovish market repricing after the September period of ris
ery bearish [C] > Classification: Confidential Jeffrey — please see below. From: George Saravelos Sent: Thursday, November 05, 2015 11:27 AM Cc: Oliver Harvey Subject: Changing our view on GBP, turning very bearish From Oliver Harvey: Today's November BoE inflation report marked a fundamental departure fro
Changing our view on GBP, turning very bearish From Oliver Harvey: Today's November BoE inflation report marked a fundamental departure from recent Bank of England communication on the prospects of policy tightening. First, the Bank explicitly validated dovish market repricing after the September period of ris
very bearish [C] Classification: Confidential Jeffrey — please see below. From: George Saravelos Sent: Thursday, November 05, 2015 11:27 AM Cc: Oliver Harvey Subject: Changing our view on GBP, turning very bearish From Oliver Harvey: Today's November BoE inflation report marked a fundamental departure fro
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