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离12月12日英国大选日期,只有不足1个月时间,市场对于大选前的民调异常敏感。首先英国和欧盟已经签署了脱欧协议,此次大选决定了是由签署协议的保守党政府继续执政还是换成反对党上台。毫无疑问保守党胜出有利于脱欧协议的执行,因此出于风险可控的的逻辑,投资人愿意押注保守党胜选与否与英镑走势是成正比关系。这样英镑策略就相对简单,排除美国方面因素,只要利好保守党的消息出现,就多英镑,反之就空英镑。

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