Fundamental / Economic Backdrop (short term)
United Kingdom (GBP):Sterling continues to be driven by the Bank of England’s late-cycle policy stance. Inflation pressures are cooling gradually, reinforcing expectations that the BoE is approaching the end of its restrictive phase. Growth momentum remains subdued, limiting aggressive GBP upsid…
Category: GBPUSD
GBPUSD – 08/12/2025
Fundamental / Economic Backdrop (short term)
Recent macro and economic forces influencing GBP/USD reflect a mix of headwinds and tailwinds — producing a cautious but potentially constructive near-term environment for the pair.
UK side: The British pound (GBP) remains weighed by expectations of monetary easing from the Bank of England (B…
GBPUSD – 05/12/2025
Fundamental / Economic Backdrop (short term)
The near-term fundamental environment for GBP/USD remains shaped by diverging monetary-policy expectations, late-cycle macro dynamics, and risk-sentiment sensitivity.
Key Drivers
Bank of England (BoE): UK growth momentum remains fragile, with services activity slowing and consumer demand const…
GBPUSD – 03/12/2025
Fundamental / Economic Backdrop (short term)
GBP/USD remains driven primarily by relative central-bank policy expectations, growth divergence, and risk sentiment.
Key macro drivers currently shaping the short-term outlook:
Bank of England (BoE) policy expectations remain leaning dovish, reflecting slowing UK growth momentum, easing infla…
GBPUSD – 02/12/2025
Fundamental / Economic Backdrop (short term)
Recent developments suggest a mixed but directionally cautious environment for GBP/USD. Key fundamental factors:
The British pound (GBP) has been under pressure due to growing expectations of a rate cut by the Bank of England (BoE). Markets anticipate easing, which tends to weigh on GBP relativ…
GBPUSD – 01/12/2025
Fundamental / Economic Outlook (Immediate Short Term)
UK side – supportive but softening
Sterling just had a strong “Rachel rally” after Finance Minister Rachel Reeves’ budget, which reassured markets on fiscal discipline and boosted GBP – last week was the pound’s best in over 3 months.Reuters
Now we’re seeing profit-t…
GBPUSD – 30/11/2025
Fundamental / Economic Backdrop (near-term)
The recent Office for Budget Responsibility (OBR) “upgrade” to UK growth prospects — alongside the government’s autumn budget — gave a modest boost to the Pound, lifting GBP/USD above ~1.32. Currency News+2Investing.com UK+2
At the same time, markets are increasingly pricing in a p…