16 October 2026 Pound Sterling: Bailey Gives Backing from Bangkok

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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15 October 2026 Pound Sterling's Impressive GDP Growth Story Underpins Our House View

Official data confirms the pound is supported by resilient growth that defies consensus, as we called in the summer.

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13 October 2026 Pound Sterling's AI Growth Story Gets IMF Confirmation

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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09 October 2026 Pound Sterling Rate Support Builds as Bailey Hardens Stance on Inflation

The Bank of England Governor signals waning patience with energy-driven inflation, firming the case for a November rate hike.

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08 October 2026 Pound Sterling Boosted by AI Bond Issuance and Investment Boom

The pound could hold its gains as AI money reaches the UK through business investment and the gilt market.

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06 October 2026 Pound Sterling Overbought Against Euro, But Setup Remains Constructive

Barclays says further upside against the euro is to be expected.

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02 October 2026 France's Debt Woes Cast Burnham's Britain in a Positive Light

Berenberg sees the UK's bond premium narrowing under Burnham while France's widens, a contrast the pound reflects.

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