Market Focus
UK: GBP Misprices Coming Macro Disappointments
Stay tactically long USD as UK macro weakness remains underpriced in GBP but fully reflected in equities. One of our key themes has been that UK macro disappointment is in the pipeline. Being long UK gilts is our Global Fixed Income colleagues’ highest…
Interested in reading the full Daily Insight?
Read the full insight with instant access.
BCA Research | Daily Insights
Stay on top of market events and BCA's latest ideas, with high value, timely insights delivered to your inbox daily.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.