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Sterling/dollar analysis and forecasts  1st July 2008

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Market analysis

The UK economy will continue to weaken in the short term and there is the risk of a much sharper downturn given major pressure on the housing sector. The Bank of England will face pressure to cut interest rates on growth grounds, but the central bank will also face increase a sharp increase in inflation which will make it very difficult to cut rates in the short term.

 

The UK currency will, therefore, continue to secure a significant short-term yield advantage. Sterling still looks substantially overvalued on a medium-term view. In the short term, there will still be important protection from underlying dollar weakness, but the UK currency looks to be at unsustainable levels near the 2.00 level.

Risk factors:

Forecasts: 

Currency Spot (01-07) 1-month forecast 3-month forecast 6-month forecast 12-month forecast
GBP/US$ 1.9960 1.9480 1.9340 1.9100 1.8060

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