7.22号英国首相选出,第一件事就是英国脱欧事件,最迟在10月末脱欧,目前最具优势的候选人是约翰逊,代表着无协议脱欧一派,当然不管是否是强硬脱欧,对于未来英国经济等方面的影响重大,包括:
对外贸易困境的产生,对外贸易萎缩
对抗贸易争端能力下降
国际自由资本的流出对金融业不可估量的冲击
企业人员在英规模的缩减,生产线转移
教育人才交流受到限制
英国公民在其他欧盟国家的行动受到限制
英国房地产的吸引力下降
英国脱欧之后,欧盟其他国家的移民无法自由进入英国等等
英镑下跌是可预见事情,按照央行预测的1/4,将会下跌到镑美平价1一下,为了避险,黄金必然上涨再创新高,所以在未来一段时间,做空英镑,欧元等或者做多黄金都是个不错的选择
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