GBP/USD backslid after UK and US CPI inflation both fell below expectations


  • GBP/USD snapped a four-day gain streak after pulling back on Wednesday.
  • The pair fail back below 1.2850 after CPI inflation eased lower on both continents.
  • UK GDP growth, US Retail Sales slated for Thursday.

GBP/USD pulled back and declined below 1.28500 on Wednesday after Consumer Price Index (CPI) inflation eased lower on both sides of the Atlantic. Cable has snapped a four-day win streak, and heads into the back half of the trading week on the backfoot with UK Gross Domestic Product (GDP) growth figures and US Retail Sales on the docket.

Forex Today: Soft or hard landing? Upcoming US data will have a say

UK QoQ GDP growth is expected to tick down to 0.6% from the previous 0.7%, while annualized UK GDP is expected to rebound to 0.9% from the previous 0.3%. On the US side, MoM Retail Sales are expected to rebound to 0.3% after a flat 0.0% in June.

The US CPI inflation rate came in at 2.9% YoY in July, slightly below the anticipated 3.0%. Core CPI inflation also decreased to 3.2% annually, from the previous 3.0%. Both headline and core monthly CPI figures rose by 0.2% MoM in July, exceeding the rates of 0.15% and 0.17% for headline and core CPI, respectively.

Despite the drop in consumer-level inflation, investors had expected even lower figures following this week's US Producer Price Index (PPI) inflation, which revealed more significant drops in producer-level price pressures. However, it appears that the decline in price pressures is not being directly transferred to consumers. According to the CME's FedWatch Tool, rate markets are now pricing in only a 40% chance of a double-cut from the Federal Reserve (Fed) on September 18, down from 50% earlier this week and 70% the previous week.

UK CPI rose YoY in July, but failed to meet median market forecasts, printing at 2.2% versus the expected 2.3%. The figure is still higher than the previous 2.0%, while core CPI inflation figures eased to 3.3% from the previous 3.5%.

GBP/USD price forecast

GBP/USD has ended a four-day recovery rally after a technical bounce from the 200-day Exponential Moving Average (EMA) last week near 1.2675. Bulls remain in control of the technical charts, but Cable has yet to pierce and recover the 1.2900 handle that was lost in mid-July.

The long-term trend favors bidders as weakness in the Greenback sends the Pound Sterling higher, and a long-run technical pattern of higher lows is keeping bullish momentum on the high side.

GBP/USD daily chart

Pound Sterling FAQs

The Pound Sterling (GBP) is the oldest currency in the world (886 AD) and the official currency of the United Kingdom. It is the fourth most traded unit for foreign exchange (FX) in the world, accounting for 12% of all transactions, averaging $630 billion a day, according to 2022 data. Its key trading pairs are GBP/USD, aka ‘Cable’, which accounts for 11% of FX, GBP/JPY, or the ‘Dragon’ as it is known by traders (3%), and EUR/GBP (2%). The Pound Sterling is issued by the Bank of England (BoE).

The single most important factor influencing the value of the Pound Sterling is monetary policy decided by the Bank of England. The BoE bases its decisions on whether it has achieved its primary goal of “price stability” – a steady inflation rate of around 2%. Its primary tool for achieving this is the adjustment of interest rates. When inflation is too high, the BoE will try to rein it in by raising interest rates, making it more expensive for people and businesses to access credit. This is generally positive for GBP, as higher interest rates make the UK a more attractive place for global investors to park their money. When inflation falls too low it is a sign economic growth is slowing. In this scenario, the BoE will consider lowering interest rates to cheapen credit so businesses will borrow more to invest in growth-generating projects.

Data releases gauge the health of the economy and can impact the value of the Pound Sterling. Indicators such as GDP, Manufacturing and Services PMIs, and employment can all influence the direction of the GBP. A strong economy is good for Sterling. Not only does it attract more foreign investment but it may encourage the BoE to put up interest rates, which will directly strengthen GBP. Otherwise, if economic data is weak, the Pound Sterling is likely to fall.

Another significant data release for the Pound Sterling is the Trade Balance. This indicator measures the difference between what a country earns from its exports and what it spends on imports over a given period. If a country produces highly sought-after exports, its currency will benefit purely from the extra demand created from foreign buyers seeking to purchase these goods. Therefore, a positive net Trade Balance strengthens a currency and vice versa for a negative balance.

 

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