Sterling buoyed as markets await Burnham’s cabinet picks

Listen to this blog
Speed

The Pound strengthened against the US Dollar on Tuesday as traders booked profits following the greenback’s recent rally to more than one-year highs ahead of the release of key US inflation data later in the day, while remaining broadly unchanged against the Euro.

Sterling was up 0.24% at $1.3378 at the time of writing, staying within reach of Friday’s one-month high of $1.3452.

Renewed exchanges of fire between the US and Iran in the Gulf have driven oil prices sharply higher this week, a development that tends to weigh more heavily on the Pound than the Dollar due to Britain’s dependence on imported energy and persistent inflation pressures.

US consumer price inflation is forecast to have slowed to 3.8% in June from 4.0% in May. However, the latest escalation in Middle East tensions has led investors to price in at least one Federal Reserve rate hike this year, alongside two increases from the Bank of England, a scenario that would, in theory, lend support to Sterling.

The Pound has faced few obstacles in recent weeks. On a trade-weighted basis, Sterling has climbed to its highest level in a year, helped largely by weakness in the Euro. The single currency has lost nearly 3% over the past four months and was last down 0.1% on the day at £0.8519.

The near-term outlook for the Euro against Sterling remains bearish as long as the pair stayed below its June 2025 high of £0.8575. A sustained recovery would require a move above this week’s high of £0.8541, Reuters news agency reports.

Attention in UK markets has now shifted to Andy Burnham, who is due to succeed Keir Starmer as prime minister on 20th July, and the appointment of his next chancellor.

Prediction markets currently favour energy security minister Ed Miliband for the role. Widely regarded as supportive of looser fiscal policy, his potential appointment has unsettled gilt investors, who are already wary about the UK’s fragile public finances.

More Articles

Yen surges towards best week in a month as Dollar braces for payrolls

The Japanese Yen slipped against the US Dollar on Friday after a two-day rally, but remained on course for its strongest weekly performance in more than a month as traders increased bets on a Bank of Japan interest rate hike.

Sterling bounces back as Yen rally weighs on Dollar

The Pound edged higher on Thursday after hitting a three-week low in the previous session, supported by a sharp rally in the Yen that weighed on the US Dollar, while easing oil prices also provided some relief.

Debt fears keep Dollar near multi-month lows

The US Dollar remained near multi-month lows on Monday as investors digested the Treasury’s plans to increase buybacks of long-dated bonds, while markets awaited further details on Iran sanctions and key policy speeches in the US and Japan this week.

Ideas To Ignite Your Portfolio

Will 2025 be different than 2024?

7th

January

15:00 LONDON
16:00 BRUSSELS
19:00 DUBAI
23:00 HONG KONG