Shonali Pinon 0.5 2 ideas

UK Economist, Bank of America
After 1 day
N/A
1/15 min ideas
After 1 week
N/A
1/15 min ideas
After 1 month
N/A
1/15 min ideas
1 winning  /  0 losing  ·  1 positions (30d)
Net: +0.9%
By sector
currency
1 ideas
ETF
1 ideas +0.9%
Top tickers (by frequency)
GBP 1 ideas
— —
FXB 1 ideas
100% W +0.9%
Best and worst calls
Best calls
FXB SHORT +0.9%
UK unemployment ticked up to 5.2% (vs 5.1% exp) and wage growth cooled to 4.2% (vs 4.6% exp). The "sticky inflation" nar...
Feb 17
Worst calls
FXB SHORT +0.9%
UK unemployment ticked up to 5.2% (vs 5.1% exp) and wage growth cooled to 4.2% (vs 4.6% exp). The "sticky inflation" nar...
Feb 17
▶ YouTube Anthropic’s Pentagon Talks Snag, Pound Falls After UK Wage Data | The Opening Trade 2/17/2026
UK unemployment ticked up to 5.2% (vs 5.1% exp) and wage growth cooled to 4.2% (vs 4.6% exp). The "sticky inflation" narrative in the UK is breaking due to labor market weakness. This forces the Bank of England's hand. Markets moved to price an ~80% chance of a March cut. Lower yields = Higher Bond Prices (Gilts) and a weaker currency (Pound). LONG UK Government Bonds (Gilts) to capture the yield compression; SHORT Sterling as the yield differential narrows against the USD. Inflation data (CPI) tomorrow surprises to the upside, forcing the BoE to hold.
GBP FXB Bloomberg Markets Feb 17, 10:42
Shonali Pinon
UK Economist, Bank of America
Shonali Pinon (UK Economist, Bank of America) | 2 trade ideas tracked | GBP, FXB | YouTube | Buzzberg