Articolo tratto dal sito Rischio Calcolato
Ieri la BCE e oggi la Bank of England sono entrate in guerra e fanno a gara a chi svaluta di più. Ormai lo sport mondiale preferito da tutti i governi.
Da Bloomberg
“Mark Carney signaled that the Bank of England will keep interest rates at a record low for longer than investors had expected as he used his first meeting as governor to give more insight into future policy.
The “implied rise in the expected future path of bank rate was not warranted by the recent developments in the domestic economy,” the BOE said in a statement in London after it left its benchmark interest rate and bond-purchase program unchanged.
[…]
Carney is the first foreigner to run the 319-year-old institution and today’s move pushes the BOE toward the policy guidance tool that he favors. It also signals that central bank will keep monetary policy accommodative as higher bond yields and volatility in markets threaten the U.K.’s economic recovery.
“They’ve already started guidance, in a less explicit way, with this statement,” said David Tinsley, economist at BNP Paribas in London and a former central bank official. “It leaves the door open to more asset purchases down the track.”
Tradotto: il banchiere centrale inglese ci fa sapere che stamperà ciò che sarà necessario formalmente per “tenere bassi i tassi” in realtà per svalutare convenientemente la Sterlina su tutti gli altri… (cioè principalmente sull’Euro).
La domanda che dobbiamo farci è: Può finire questa guerra valutaria?
O meglio: Come evolverà questa guerra valutaria?
Di solito la roadmap è questa: Guerra Valutaria—–> Dazi e controllo dei capitali——-> Cannonate (fisiche).
Nell’immagine (cliccateci per ingrandirla): l’andamento del cabio sterlina-dollaro nella giornata di ieri, 4 luglio 2013.
