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MUFG says rising European natural gas prices are reviving UK inflation risks that could push the Bank of England toward another rate hike. UK natural gas futures rose 62.5% since early July, with the close the highest since January 2023.
Crude oil has been more contained.
Higher gas prices raise UK inflation and rate-hike expectations, supporting sterling. Energy costs also feed into fertilizer, processing and feed production costs.
历史可比事件尚不足,暂无法给出历史解读。
在过去 155 次看涨的宏观事件之后,天然气 在 5 个交易日内中位数变动 +0.1%(51% 上涨;中间一半区间为 -4.0% 至 +7.1%),20 个交易日内为 +2.0%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。