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市場參與者正在重新調整他們對英格蘭銀行貨幣政策的立場。最新的交易者情緒顯示出明顯的轉變,預期在2026年全年只會有一次25個基點的加息,這表明對英國借貸成本的展望更加謹慎。這一調整反映了對通脹走向和跨大西洋經濟韌性的看法正在演變。對加密貨幣市場而言,這樣的貨幣政策轉變非常重要——央行的緊縮或放鬆立場會影響全球流動性流向和投資者的風險偏好。留意英鎊匯率變動和英國收益率差的反應,因為這些通常與更廣泛的數字資產波動周期相關聯。