Minding the gap

UBS
Door augustus 14, 2018 02:04

Minding the gap

"If markets at present truly don’t care about the UK’s savings gap, then there is no better time to start thinking about how to close it."

Emerging markets have not had a pleasant summer. Although idiosyncratic factors have affected some economies more than others, rising US yields and dollar strength have clearly been a major catalyst.

Why does this matter for the UK? The immediate impact is clear as we have already seen the UK’s “safety features” come into play. Sterling has assumed its customary status as a secondary safe-haven currency amid recent trading sessions, even outperforming the euro. As we have stated many times in our publications, Brexit will not have much impact on sterling demand when a shock originates from outside of the UK; if anything, current valuations may entice more buying of pounds as a safety play than usual.

UBS
Door augustus 14, 2018 02:04

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