Bailey says the neutral rate has risen and the economy is resilient, leaving the pound the G7's best performer this week.
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Official data confirms the pound is supported by resilient growth that defies consensus, as we called in the summer.
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The IMF has lifted its UK growth forecast on AI investment, bringing consensus closer to the view we set out in August.
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The Bank of England Governor signals waning patience with energy-driven inflation, firming the case for a November rate hike.
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The pound could hold its gains as AI money reaches the UK through business investment and the gilt market.
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Barclays says further upside against the euro is to be expected.
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Berenberg sees the UK's bond premium narrowing under Burnham while France's widens, a contrast the pound reflects.
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