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英镑大跌5%至1985年以来新低至1.1453,因市场对英国政府防疫力度不足感到忧虑,疫情迫使英国推迟了与欧盟的贸易谈判,并挤占了政府的时间和资源,英国首相约翰逊仍不肯延长脱欧过渡期,这令无协议脱欧风险继续升温。如果英国和欧盟不能在今年年底前达成贸易协议,英国将不得不硬脱欧,但是现在不断蔓延的疫情使得这种可能性越来越大。 尽管英国央行准备出台更多的措施以支持经济,并呼吁做空英国资产的投机者赶紧收手,但是随着近期市场对于美元的追捧持续升温,且英镑多头持仓仍处于两年相对高位附近,这意味着英镑仍存在进一步回落的空间。

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