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Cable Nervy Ahead Of Bank Of England Meeting And U.S. CPI Double Whammy

Published 14/09/2017, 11:35
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Understandably sterling became a bit nervier as lunchtime approached, the impending Bank of England meeting containing a few notes of uncertainty.

Though still above $1.32, the pound has nevertheless shed its early growth against the dollar. Against the euro, meanwhile, sterling slipped 0.2%, taking it back below €1.11. This, alongside the Next-driven (and John Lewis ignoring) retail sector growth, allowed the FTSE to reduce its own losses to just 10 or so points, even if the red-soaked miners (hurt by the fall in Chinese industrial production) prevented a fully-fledged rebound.

Cable’s reaction to the afternoon’s Bank of England statement could be complicated by the US inflation reading. Like their English counterpart, inflation is the key issue for the Federal Reserve at the moment; unlike in the UK, however, the US is dealing with persistently low, rather than startlingly high, CPI data.

The latest figure is expected to rise from 0.1% in July to 0.3% in August. That would be the best reading for 7 months, and could give the Fed food for thought ahead of its own meeting next Wednesday. It would also give a boost to the dollar, explaining why the Dow Jones is set to fall 0.1% after the bell (though, admittedly, the index could sneeze and hit a fresh all-time high).

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