Macro Emerging Active

Pasar Eropa menguat, gilts Inggris melonjak

Narasi baru dengan cakupan terbatas — masih terbentuk.

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Linimasa Sentimen

Hipotesis

Pending Jatuh Tempo: 12 Juli 2026

GBP/EUR exchange rate will strengthen by at least 1.5% within 60 days as political stability in UK reduces safe-haven flows to EUR and improves sterling risk sentiment

Pending Jatuh Tempo: 11 Agu 2026

FTSE 100 index will outperform DAX by at least 200 basis points over the next 90 days due to renewed investor confidence in UK political stability and increased European market rotation toward UK equities

Pending Jatuh Tempo: 12 Juni 2026

UK gilt yields will decline by at least 15 basis points within 30 days following PM Starmer's political stability confirmation, as reduced uncertainty drives demand for UK government bonds

Lini Waktu

Terakhir DiperbaruiMei 13, 2026